IGE vs SCHD
IGE vs SCHD
iShares North American Natural Resources ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IGE delivered stronger 1-year returns. IGE offers more diversification with 151 holdings.
Side-by-Side Comparison
| Metric | IGE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.06% | |
| AUM | $744M | $103.7B | |
| Dividend Yield | 2.11% | 3.31% | |
| Holdings | 156 | 104 | |
| YTD Return | +17.88% | +24.08% | |
| 1Y Return | +35.85% | +31.88% | |
| 3Y Return (annualized) | +15.95% | +14.92% | |
| 5Y Return (annualized) | +19.29% | +9.85% | |
| Volatility (annualized) | 44.8% | 13.6% | |
| Max Drawdown | -72.3% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2001 | Oct 20, 2011 |
IGE vs SCHD Performance
iShares North American Natural Resources ETF (IGE) 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 IGE returned +35.85% while SCHD returned +31.88%. Year to date, IGE is up 17.88% versus a gain of 24.08% for SCHD.
Over three years, IGE compounded at +15.95% per year against +14.92% for SCHD; over five years the annualized figures are +19.29% and +9.85% respectively. Across the full 15-year window we track, IGE has the edge at +14.36% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGE has been the more volatile fund, with annualized monthly volatility of 44.8% 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 -72.3% for IGE 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGE charges 0.39% per year while SCHD charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, IGE currently yields 2.11% against 3.31% for SCHD.
Holdings Overlap
IGE and SCHD share 9 holdings out of 242 unique holdings combined, representing a 14.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGE | Weight in SCHD | Difference |
|---|---|---|---|
| CVX | 8.89% | 3.95% | 4.94% |
| COP | 3.57% | 3.70% | 0.13% |
| EOG | 1.95% | 1.98% | 0.03% |
| SLB | Pro | Pro | Pro |
| OKE | Pro | Pro | Pro |
| DVN | Pro | Pro | Pro |
| DINO | Pro | Pro | Pro |
| APA | Pro | Pro | Pro |
| MUR | Pro | Pro | Pro |
See all 9 holdings IGE shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IGE or SCHD?
IGE has an expense ratio of 0.39% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IGE or SCHD?
Over the past year IGE returned +35.85% vs +31.88% for SCHD, so IGE leads on 1-year performance. Over the longest common window we track (15 years), IGE annualized +14.36% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, IGE or SCHD?
IGE has been the more volatile fund at 44.8% annualized versus 13.6% for SCHD. Worst drawdown: IGE -72.3% vs SCHD -33.4%.
Should I hold both IGE and SCHD?
IGE and SCHD have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGE and SCHD?
IGE and SCHD share 9 common holdings with a 14.8% weight overlap. Combined, they hold 242 unique securities.
Which pays a higher dividend, IGE or SCHD?
IGE yields 2.11% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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