IDMO vs SCHD
Invesco S&P International Developed Momentum ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. IDMO offers more diversification with 203 holdings.
Side-by-Side Comparison
| Metric | IDMO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.06% | |
| AUM | $4.3B | $108.7B | |
| Dividend Yield | 3.30% | 3.13% | |
| Holdings | 203 | 104 | |
| YTD Return | +13.99% | +26.54% | |
| 1Y Return | +23.75% | +30.90% | |
| 3Y Return (annualized) | +27.22% | +16.29% | |
| 5Y Return (annualized) | +16.06% | +9.65% | |
| Volatility (annualized) | 17.3% | 13.6% | |
| Max Drawdown | -40.6% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2012 | Oct 20, 2011 |
IDMO vs SCHD Performance
Invesco S&P International Developed Momentum ETF (IDMO) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IDMO returned +23.75% while SCHD returned +30.90%. Year to date, IDMO is up 13.99% versus a gain of 26.54% for SCHD.
Over three years, IDMO compounded at +27.22% per year against +16.29% for SCHD; over five years the annualized figures are +16.06% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs +7.67%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDMO has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 13.6% 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 -40.6% for IDMO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IDMO charges 0.25% per year while SCHD charges 0.06%. On a $10,000 position that is $25 vs $6 annually, a gap of $19 per year that compounds over a long holding period. On income, IDMO currently yields 3.30% against 3.13% for SCHD.
Holdings Overlap
IDMO and SCHD share 0 holdings out of 289 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IDMO or SCHD?
IDMO has an expense ratio of 0.25% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, IDMO or SCHD?
Over the past year IDMO returned +23.75% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IDMO annualized +7.67% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, IDMO or SCHD?
IDMO has been the more volatile fund at 17.3% annualized versus 13.6% for SCHD. Worst drawdown: IDMO -40.6% vs SCHD -33.4%.
Should I hold both IDMO and SCHD?
IDMO and SCHD have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDMO and SCHD?
IDMO and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 289 unique securities.
Which pays a higher dividend, IDMO or SCHD?
IDMO yields 3.30% while SCHD yields 3.13%, so IDMO currently pays the higher dividend yield.
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