IGGY vs SCHD

IGGY vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricIGGYSCHDWinner
Expense Ratio0.55%0.06%
AUM$4M$108.7B
Dividend Yield0.00%3.13%
Holdings67104
YTD Return+1.32%+28.63%
1Y Return-0.72%+32.53%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+10.47%
Volatility (annualized)-13.7%
Max Drawdown-19.7%-33.4%
Fund FamilyAllianceBernstein L.P.Charles Schwab Asset Management
CategoryEquityEquity
InceptionSep 17, 2025Oct 20, 2011

IGGY vs SCHD Performance

AB International Growth ETF (IGGY) is a ETF from AllianceBernstein L.P. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IGGY returned -0.72% while SCHD returned +32.53%. Year to date, IGGY is up 1.32% versus a gain of 28.63% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.7% for IGGY and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IGGY charges 0.55% per year while SCHD charges 0.06%. On a $10,000 position that is $55 vs $6 annually, a gap of $49 per year that compounds over a long holding period. On income, IGGY currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

0.0%overlap

IGGY and SCHD share 0 holdings out of 154 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, IGGY or SCHD?

IGGY has an expense ratio of 0.55% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, IGGY or SCHD?

Over the past year IGGY returned -0.72% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between IGGY and SCHD?

IGGY and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 154 unique securities.

Which pays a higher dividend, IGGY or SCHD?

IGGY yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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