IEO vs SCHD

IEO vs SCHD

Which is better, IEO or SCHD?

All Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. IEO led over 1Y and 5Y, SCHD over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 71.3%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: SCHD

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

MetricIEOSCHD
Expense Ratio0.37%0.06%Best
AUM$628M$112.1B
Dividend Yield1.70%3.00%
Holdings50103
YTD Return+56.48%Best+25.07%
1Y Return+56.99%Best+27.61%
3Y Return (annualized)+14.51%+15.74%Best
5Y Return (annualized)+25.61%Best+9.89%
Volatility (annualized)32.3%13.6%Best
Max Drawdown-80.7%-33.4%Best
$10,000 over 5 years$31,270Best$16,025
Top 10 Weight71.3%41.8%Best
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionMay 1, 2006Oct 20, 2011

Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 11, 2026 (14.9 years).

IEO 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 14.9 years both funds cover.

IEO vs SCHD Performance

iShares US Oil & Gas Exploration & Production ETF (IEO) is an ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year IEO returned +56.99% while SCHD returned +27.61%. Year to date, IEO is up 56.48% versus a gain of 25.07% for SCHD.

Over three years, IEO compounded at +14.51% per year against +15.74% for SCHD; over five years the annualized figures are +25.61% and +9.89% respectively. Across the full 15-year window we track, SCHD has the edge at +11.36% annualized vs +6.96%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IEO has been the more volatile fund, with annualized monthly volatility of 32.3% 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 -80.7% for IEO and -33.4% 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IEO charges 0.37% per year while SCHD charges 0.06%. On a $10,000 position that is $37 vs $6 annually, a gap of $31 per year that compounds over a long holding period. On income, IEO currently yields 1.70% against 3.00% for SCHD.

Holdings Overlap

IEO already in SCHD33.1%
SCHD already in IEO8.1%

33.1% of IEO's money is in holdings SCHD also owns. 8.1% of SCHD's money is in holdings IEO also owns.

The two portfolios partly overlap.

6 positions in common, counted across the 47 positions we hold weights for in IEO and 100 in SCHD, against full books of 50 and 103.

What only one of them owns

Measured across the 47 and 100 positions we hold weights for.

SCHD holds 93 positions IEO does not, 91.9% of the fund.

Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%

Top Shared Holdings

StockWeight in IEOWeight in SCHDDifference
COPConocophillips Co17.66%3.94%13.72%
EOGEog Resources Inc6.28%1.88%4.40%
DVNDevon Energy Corp.4.00%1.36%2.64%
DINOHollyfrontier2.21%0.38%1.83%
APAApa Corp2.13%0.37%1.76%
MURMurphy Oil Corp0.84%0.12%0.72%

33.1% of IEO is already inside SCHD.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IEOSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IEO or SCHD?

IEO has an expense ratio of 0.37% while SCHD charges 0.06%. SCHD is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, IEO or SCHD?

Over the past year IEO returned +56.99% vs +27.61% for SCHD, so IEO leads on 1-year performance. Over the longest common window we track (15 years), IEO annualized +6.96% vs +11.36% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IEO or SCHD?

IEO has been the more volatile fund at 32.3% annualized versus 13.6% for SCHD. Worst drawdown: IEO -80.7% vs SCHD -33.4%.

Should I hold both IEO and SCHD?

IEO and SCHD have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IEO and SCHD?

33.1% of IEO's money is in holdings SCHD also owns. 8.1% of SCHD's is in holdings IEO also owns. They hold 6 positions in common, counted across the 47 positions we hold weights for in IEO and 100 in SCHD.

Which pays a higher dividend, IEO or SCHD?

IEO yields 1.70% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than IEO?

SCHD has a lower expense ratio. IEO led over 1Y and 5Y, SCHD over 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 71.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.