IVEP vs SCHD
Dan IVES Wedbush AI Power & Infrastructure ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | IVEP | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $18M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 31 | 103 | |
| YTD Return | -2.24% | +27.89% | |
| 1Y Return | - | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -17.5% | -33.4% | |
| Fund Family | Wedbush Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 8, 2026 | Oct 20, 2011 |
IVEP vs SCHD Performance
Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) is a ETF from Wedbush Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, IVEP is down 2.24% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.5% for IVEP 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
IVEP charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, IVEP currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
IVEP and SCHD share 0 holdings out of 131 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, IVEP or SCHD?
IVEP has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between IVEP and SCHD?
IVEP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, IVEP or SCHD?
IVEP yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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