IVES vs SCHD
Dan IVES Wedbush AI Revolution ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IVES delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | IVES | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $1.1B | $108.7B | |
| Dividend Yield | 0.37% | 3.13% | |
| Holdings | 31 | 104 | |
| YTD Return | +24.91% | +26.54% | |
| 1Y Return | +41.87% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 53.4% | 13.6% | |
| Max Drawdown | -48.8% | -33.4% | |
| Fund Family | Wedbush Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 3, 2025 | Oct 20, 2011 |
IVES vs SCHD Performance
Dan IVES Wedbush AI Revolution ETF (IVES) is a ETF from Wedbush Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IVES returned +41.87% while SCHD returned +30.90%. Year to date, IVES is up 24.91% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
IVES has been the more volatile fund, with annualized monthly volatility of 53.4% 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 -48.8% for IVES 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 -0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVES 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, IVES currently yields 0.37% against 3.13% for SCHD.
Holdings Overlap
IVES 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, IVES or SCHD?
IVES 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.
Which performed better, IVES or SCHD?
Over the past year IVES returned +41.87% vs +30.90% for SCHD, so IVES leads on 1-year performance. Over the longest common window we track (2 years), IVES annualized -10.49% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, IVES or SCHD?
IVES has been the more volatile fund at 53.4% annualized versus 13.6% for SCHD. Worst drawdown: IVES -48.8% vs SCHD -33.4%.
Should I hold both IVES and SCHD?
IVES and SCHD have a monthly-return correlation of -0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVES and SCHD?
IVES and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, IVES or SCHD?
IVES yields 0.37% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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