IGME vs SCHD

IGME vs SCHD

Which is better, IGME or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over the full window.

Lower Fees: SCHDHigher Returns (full window): 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

MetricIGMESCHD
Expense Ratio0.96%0.06%Best
AUM$1M$112.1B
Dividend Yield77.03%3.00%
Holdings2103
Volatility (annualized)33.7%12.9%Best
Max Drawdown-26.3%-4.6%Best
$10,000 over 1.1 years$8,753$12,886Best
Fund FamilyBitwiseCharles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionJun 9, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 52 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IGME has data through Jul 31, 2026 and SCHD through Sep 21, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jun 10, 2025 to Jul 31, 2026 (1.1 years).

Risk: Volatility and Drawdowns

IGME has been the more volatile fund, with annualized monthly volatility of 33.7% compared with 12.9% 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 -26.3% for IGME and -4.6% 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 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGME charges 0.96% per year while SCHD charges 0.06%. On a $10,000 position that is $96 vs $6 annually, a gap of $90 per year that compounds over a long holding period. On income, IGME currently yields 77.03% against 3.00% for SCHD.

You are not choosing between two funds in isolation.

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

IGMESCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGME or SCHD?

IGME has an expense ratio of 0.96% while SCHD charges 0.06%. SCHD is the cheaper option, by $90 a year on a $10,000 investment.

Which is riskier, IGME or SCHD?

IGME has been the more volatile fund at 33.7% annualized versus 12.9% for SCHD. Worst drawdown: IGME -26.3% vs SCHD -4.6%.

Should I hold both IGME and SCHD?

IGME and SCHD have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IGME or SCHD?

IGME yields 77.03% while SCHD yields 3.00%, so IGME currently pays the higher dividend yield.

Is SCHD better than IGME?

SCHD has a lower expense ratio. SCHD led over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.