IMVP vs SCHD
Invesco India ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | IMVP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.06% | |
| AUM | $123M | $103.7B | |
| Dividend Yield | 11.28% | 3.31% | |
| Holdings | 38 | 104 | |
| YTD Return | -14.84% | +25.58% | |
| 1Y Return | -12.00% | +31.06% | |
| 3Y Return (annualized) | +2.25% | +15.55% | |
| 5Y Return (annualized) | +2.32% | +9.61% | |
| Volatility (annualized) | 24.6% | 13.6% | |
| Max Drawdown | -77.1% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2008 | Oct 20, 2011 |
IMVP vs SCHD Performance
Invesco India ETF (IMVP) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IMVP returned -12.00% while SCHD returned +31.06%. Year to date, IMVP is down 14.84% versus a gain of 25.58% for SCHD.
Over three years, IMVP compounded at +2.25% per year against +15.55% for SCHD; over five years the annualized figures are +2.32% and +9.61% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +1.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IMVP has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -77.1% for IMVP and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IMVP charges 0.78% per year while SCHD charges 0.06%. On a $10,000 position that is $78 vs $6 annually, a gap of $72 per year that compounds over a long holding period. On income, IMVP currently yields 11.28% against 3.31% for SCHD.
Holdings Overlap
IMVP and SCHD share 0 holdings out of 129 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, IMVP or SCHD?
IMVP has an expense ratio of 0.78% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IMVP or SCHD?
Over the past year IMVP returned -12.00% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IMVP annualized +1.30% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, IMVP or SCHD?
IMVP has been the more volatile fund at 24.6% annualized versus 13.6% for SCHD. Worst drawdown: IMVP -77.1% vs SCHD -33.4%.
Should I hold both IMVP and SCHD?
IMVP and SCHD have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IMVP and SCHD?
IMVP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, IMVP or SCHD?
IMVP yields 11.28% while SCHD yields 3.31%, so IMVP currently pays the higher dividend yield.
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