IDEQ vs SCHD
Lazard International Dynamic Equity ETF vs Schwab US Dividend Equity ETF
Which is better, IDEQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. IDEQ led over 1Y and the full window. IDEQ is less concentrated, with 23.9% of the fund in its ten largest positions against 41.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IDEQ | SCHD |
|---|---|---|
| Expense Ratio | 0.40% | 0.06%Best |
| AUM | $588M | $112.2B |
| Dividend Yield | 2.42% | 3.13% |
| Holdings | 304 | 103 |
| YTD Return | +18.05% | +26.13%Best |
| 1Y Return | +34.14%Best | +30.01% |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Volatility (annualized) | 14.4% | 12.1%Best |
| Max Drawdown | -12.9% | -4.6%Best |
| $10,000 over 1.3 years | $14,850Best | $13,551 |
| Top 10 Weight | 23.9%Best | 41.5% |
| Fund Family | Lazard Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 29, 2015 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 12, 2025 to Sep 8, 2026 (1.3 years).
IDEQ vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
IDEQ vs SCHD Performance
Lazard International Dynamic Equity ETF (IDEQ) is an ETF from Lazard Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year IDEQ returned +34.14% while SCHD returned +30.01%. Year to date, IDEQ is up 18.05% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDEQ has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 12.1% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.9% for IDEQ and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IDEQ charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, IDEQ currently yields 2.42% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 252 holdings in IDEQ and 100 in SCHD, totalling 99.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 252 positions we hold weights for in IDEQ and 100 in SCHD, against full books of 304 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for IDEQ (99.7% of the fund), and 2 for IDEQ that do not appear in SCHD (0.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IDEQ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDEQ or SCHD?
IDEQ has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, IDEQ or SCHD?
Over the past year IDEQ returned +34.14% vs +30.01% for SCHD, so IDEQ leads on 1-year performance. Over the longest common window we track (1 years), IDEQ annualized +35.55% vs +26.33% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDEQ or SCHD?
IDEQ has been the more volatile fund at 14.4% annualized versus 12.1% for SCHD. Worst drawdown: IDEQ -12.9% vs SCHD -4.6%.
Should I hold both IDEQ and SCHD?
IDEQ and SCHD have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IDEQ or SCHD?
IDEQ yields 2.42% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than IDEQ?
SCHD has a lower expense ratio. IDEQ led over 1Y and the full window. IDEQ is less concentrated, with 23.9% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.