IWX vs SCHD
IWX vs SCHD
iShares Russell Top 200 Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. IWX delivered stronger 1-year returns. IWX offers more diversification with 153 holdings.
Side-by-Side Comparison
| Metric | IWX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.06% | |
| AUM | $3.9B | $103.7B | |
| Dividend Yield | 1.46% | 3.31% | |
| Holdings | 156 | 104 | |
| YTD Return | +20.00% | +22.69% | |
| 1Y Return | +33.14% | +30.94% | |
| 3Y Return (annualized) | +19.00% | +14.20% | |
| 5Y Return (annualized) | +12.72% | +9.59% | |
| Volatility (annualized) | 13.9% | 13.7% | |
| Max Drawdown | -35.8% | -33.4% | |
| Fund Family | iShares by BlackRock (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 22, 2009 | Oct 20, 2011 |
IWX vs SCHD Performance
iShares Russell Top 200 Value ETF (IWX) 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 IWX returned +33.14% while SCHD returned +30.94%. Year to date, IWX is up 20.00% versus a gain of 22.69% for SCHD.
Over three years, IWX compounded at +19.00% per year against +14.20% for SCHD; over five years the annualized figures are +12.72% and +9.59% respectively. Across the full 15-year window we track, SCHD has the edge at +11.31% annualized vs +9.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWX has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 13.7% 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 -35.8% for IWX 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IWX charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, IWX currently yields 1.46% against 3.31% for SCHD.
Holdings Overlap
IWX and SCHD share 22 holdings out of 231 unique holdings combined, representing a 13.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IWX | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 1.45% | 4.54% | 3.09% |
| MRK | 1.20% | 4.32% | 3.12% |
| PG | 1.34% | 4.15% | 2.81% |
| KO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings IWX 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, IWX or SCHD?
IWX has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, IWX or SCHD?
Over the past year IWX returned +33.14% vs +30.94% for SCHD, so IWX leads on 1-year performance. Over the longest common window we track (15 years), IWX annualized +9.91% vs +11.31% for SCHD. Past performance does not guarantee future results.
Which is riskier, IWX or SCHD?
IWX has been the more volatile fund at 13.9% annualized versus 13.7% for SCHD. Worst drawdown: IWX -35.8% vs SCHD -33.4%.
Should I hold both IWX and SCHD?
IWX and SCHD have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IWX and SCHD?
IWX and SCHD share 22 common holdings with a 13.0% weight overlap. Combined, they hold 231 unique securities.
Which pays a higher dividend, IWX or SCHD?
IWX yields 1.46% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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