IGE vs SCHD
iShares North American Natural Resources ETF vs Schwab US Dividend Equity ETF
Which is better, IGE or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. IGE led over 1Y, 3Y and 5Y, SCHD over the full window. IGE is less concentrated, with 41.7% of the fund in its ten largest positions against 41.8%.
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 | IGE | SCHD |
|---|---|---|
| Expense Ratio | 0.37% | 0.06%Best |
| AUM | $754M | $112.1B |
| Dividend Yield | 1.80% | 3.00% |
| Holdings | 156 | 103 |
| YTD Return | +27.81%Best | +25.88% |
| 1Y Return | +37.37%Best | +30.22% |
| 3Y Return (annualized) | +17.59%Best | +16.05% |
| 5Y Return (annualized) | +21.09%Best | +10.17% |
| Volatility (annualized) | 22.9% | 13.6%Best |
| Max Drawdown | -72.3% | -33.4%Best |
| $10,000 over 5 years | $26,034Best | $16,230 |
| Top 10 Weight | 41.7%Best | 41.8% |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 22, 2001 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 20, 2011 to Sep 14, 2026 (14.9 years).
IGE 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.
IGE vs SCHD Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +37.37% while SCHD returned +30.22%. Year to date, IGE is up 27.81% versus a gain of 25.88% for SCHD.
Over three years, IGE compounded at +17.59% per year against +16.05% for SCHD; over five years the annualized figures are +21.09% and +10.17% respectively. Across the full 15-year window we track, SCHD has the edge at +11.41% annualized vs +4.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -72.3% for IGE 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGE 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, IGE currently yields 1.80% against 3.00% for SCHD.
Holdings Overlap
21.0% of IGE's money is in holdings SCHD also owns. 15.7% of SCHD's money is in holdings IGE also owns.
IGE and SCHD share little of their money.
9 positions in common, counted across the 149 positions we hold weights for in IGE and 100 in SCHD, against full books of 156 and 103.
What only one of them owns
Our book lists 90 positions for SCHD that do not appear in our book for IGE (84.2% of the fund), and 93 for IGE that do not appear in SCHD (50.4%).
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
| Stock | Weight in IGE | Weight in SCHD | Difference |
|---|---|---|---|
| CVXChevron Corp | 9.36% | 4.02% | 5.34% |
| COPConocophillips Common Stock USD 0.01 | 3.92% | 3.94% | 0.02% |
| SLBSchlumberger Nv. | 2.18% | 2.19% | 0.01% |
| EOGEog Resources Inc | 1.87% | 1.88% | 0.01% |
| OKEOneok Inc. | 1.47% | 1.47% | 0.00% |
| DVNDevon Energy Corporation | 1.36% | 1.36% | 0.00% |
| DINOHF Sinclair Corp | 0.38% | 0.38% | 0.00% |
| APAApa Corp | 0.37% | 0.37% | 0.00% |
| MURMurphy Oil Corp | 0.12% | 0.12% | 0.00% |
21.0% of IGE 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IGE or SCHD?
IGE 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, IGE or SCHD?
Over the past year IGE returned +37.37% vs +30.22% for SCHD, so IGE leads on 1-year performance. Over the longest common window we track (15 years), IGE annualized +4.79% vs +11.41% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGE or SCHD?
IGE has been the more volatile fund at 22.9% annualized versus 13.6% for SCHD. Worst drawdown: IGE -72.3% vs SCHD -33.4%.
Should I hold both IGE and SCHD?
IGE and SCHD have a monthly-return correlation of 0.76, 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 IGE and SCHD?
21.0% of IGE's money is in holdings SCHD also owns. 15.7% of SCHD's is in holdings IGE also owns. They hold 9 positions in common, counted across the 149 positions we hold weights for in IGE and 100 in SCHD.
Which pays a higher dividend, IGE or SCHD?
IGE yields 1.80% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than IGE?
SCHD has a lower expense ratio. IGE led over 1Y, 3Y and 5Y, SCHD over the full window. IGE is less concentrated, with 41.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.