IYG vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. IYG offers more diversification with 101 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: IYG

Side-by-Side Comparison

MetricIYGSCHDWinner
Expense Ratio0.38%0.06%
AUM$2.1B$103.7B
Dividend Yield1.09%3.31%
Holdings104104
YTD Return+5.86%+25.58%
1Y Return+13.17%+31.06%
3Y Return (annualized)+22.92%+15.55%
5Y Return (annualized)+10.29%+9.61%
Volatility (annualized)21.6%13.6%
Max Drawdown-82.9%-33.4%
Fund FamilyiShares by BlackRock (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionJun 12, 2000Oct 20, 2011

IYG vs SCHD Performance

iShares US Financial Services ETF (IYG) is a ETF from iShares by BlackRock (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IYG returned +13.17% while SCHD returned +31.06%. Year to date, IYG is up 5.86% versus a gain of 25.58% for SCHD.

Over three years, IYG compounded at +22.92% per year against +15.55% for SCHD; over five years the annualized figures are +10.29% and +9.61% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +5.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IYG has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -82.9% for IYG 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IYG charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, IYG currently yields 1.09% against 3.31% for SCHD.

Holdings Overlap

3.4%overlap

IYG and SCHD share 7 holdings out of 194 unique holdings combined, representing a 3.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IYGWeight in SCHDDifference
BX1.28%2.38%1.10%
FITB0.73%1.35%0.62%
RF0.36%0.68%0.32%
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Frequently Asked Questions

Which is cheaper, IYG or SCHD?

IYG has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, IYG or SCHD?

Over the past year IYG returned +13.17% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IYG annualized +5.36% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, IYG or SCHD?

IYG has been the more volatile fund at 21.6% annualized versus 13.6% for SCHD. Worst drawdown: IYG -82.9% vs SCHD -33.4%.

Should I hold both IYG and SCHD?

IYG and SCHD have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IYG and SCHD?

IYG and SCHD share 7 common holdings with a 3.4% weight overlap. Combined, they hold 194 unique securities.

Which pays a higher dividend, IYG or SCHD?

IYG yields 1.09% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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