IFLR vs SCHD

IFLR vs SCHD

Which is better, IFLR or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio. IFLR is less concentrated, with 14.2% of the fund in its ten largest positions against 41.5%.

Lower Fees: SCHDLess Concentrated: IFLR

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

MetricIFLRSCHD
Expense Ratio0.89%0.06%Best
AUM$98M$112.2B
Dividend Yield0.94%3.13%
Holdings345103
YTD Return+7.93%+27.56%Best
1Y Return-+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Top 10 Weight14.2%Best41.5%
Fund FamilyInnovator ETFs TrustCharles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionNov 20, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IFLR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IFLR vs SCHD Performance

Innovator International Developed Managed Floor ETF (IFLR) is an ETF from Innovator ETFs Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, IFLR is up 7.93% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

IFLR charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, IFLR currently yields 0.94% against 3.13% for SCHD.

Holdings Overlap

IFLR already in SCHD1.1%
SCHD already in IFLR0.2%

1.1% of IFLR's money is in holdings SCHD also owns. 0.2% of SCHD's money is in holdings IFLR also owns.

IFLR and SCHD share little of their money.

1 positions in common, counted across the 313 positions we hold weights for in IFLR and 100 in SCHD, against full books of 345 and 103.

What only one of them owns

Our book lists 98 positions for SCHD that do not appear in our book for IFLR (99.7% of the fund), and 11 for IFLR that do not appear in SCHD (4.3%).

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.

Top Shared Holdings

StockWeight in IFLRWeight in SCHDDifference
ALV:STAutoliv, Inc.1.05%0.21%0.84%

You are not choosing between two funds in isolation.

Whichever of IFLR and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IFLRSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IFLR or SCHD?

IFLR has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option, by $83 a year on a $10,000 investment.

What is the holdings overlap between IFLR and SCHD?

1.1% of IFLR's money is in holdings SCHD also owns. 0.2% of SCHD's is in holdings IFLR also owns. They hold 1 positions in common, counted across the 313 positions we hold weights for in IFLR and 100 in SCHD.

Which pays a higher dividend, IFLR or SCHD?

IFLR yields 0.94% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than IFLR?

SCHD has a lower expense ratio. IFLR is less concentrated, with 14.2% 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.