IPAV vs SCHD
Global X Infrastructure Development ex-US 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 104 holdings.
Side-by-Side Comparison
| Metric | IPAV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 1.52% | 3.13% | |
| Holdings | 100 | 104 | |
| YTD Return | +8.72% | +26.54% | |
| 1Y Return | +16.32% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 16.8% | 13.6% | |
| Max Drawdown | -14.6% | -33.4% | |
| Fund Family | GLOBALXETFS | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 27, 2024 | Oct 20, 2011 |
IPAV vs SCHD Performance
Global X Infrastructure Development ex-US ETF (IPAV) is a ETF from GLOBALXETFS and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IPAV returned +16.32% while SCHD returned +30.90%. Year to date, IPAV is up 8.72% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
IPAV has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -14.6% for IPAV 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IPAV 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, IPAV currently yields 1.52% against 3.13% for SCHD.
Holdings Overlap
IPAV and SCHD share 0 holdings out of 200 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, IPAV or SCHD?
IPAV 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, IPAV or SCHD?
Over the past year IPAV returned +16.32% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), IPAV annualized +15.18% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, IPAV or SCHD?
IPAV has been the more volatile fund at 16.8% annualized versus 13.6% for SCHD. Worst drawdown: IPAV -14.6% vs SCHD -33.4%.
Should I hold both IPAV and SCHD?
IPAV and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IPAV and SCHD?
IPAV and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 200 unique securities.
Which pays a higher dividend, IPAV or SCHD?
IPAV yields 1.52% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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