Skip to Content
Trade options on Composer. Earn up to $200 in cash rebates!Get Started.T&Cs apply.
ETF Comparisons

IVV vs. SCHD

iShares Core S&P 500 ETF

IVV
$—
Today’s Change
— (—)
vs

Schwab US Dividend Equity ETF

SCHD
$—
Today’s Change
— (—)

Correlation

Compare with

Top 10 comparisons with IVV:
Compare:
IVV
Correlation
With:
SCHD
Schwab US Dividend Equity ETF
SwitchSPYSSgA Active Trust - SPDR S&P 500 ETF Trust1.00VOOVanguard Group, Inc. - Vanguard S&P 500 ETF1.00SPXLDirexion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares1.00SSOProShares Trust - ProShares Ultra S&P500 2x Shares1.00UPROProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares1.00SPLGSPDR Series Trust - SPDR Portfolio S&P 500 ETF1.00VVVanguard Group, Inc. - Vanguard Large Cap ETF1.00SCHXSchwab Strategic Trust - Schwab U.S. Large-Cap ETF1.00SPUUDirexion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares1.00ESGUiShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF1.00

Top 10 shared holdings

The top 10 holdings shared by IVV and SCHD:

There are no shared holdings.
Trade IVV options
Learn more about IVV
Trade SCHD options
Learn more about SCHD
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

Performance Measures**

for the time period May 19, 2000 to Dec 12, 2025

Returns

1M Trailing Return:

3M Trailing Return:

IVV

-0.2%

4.0%

SCHD

2.9%

2.7%

Diff.

-3.1%

+1.3%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

IVV

-55.3%

24.5%

SCHD

-33.4%

15.6%

Diff.

-21.9%

+8.9%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

IVV

0.44

0.15

SCHD

0.83

0.37

Diff.

-0.39

-0.22

IVViShares Core S&P 500 ETF
SCHDSchwab US Dividend Equity ETF

What is IVV?

The iShares S&P 500 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap stocks as represented by the Standard & Poors 500 Index.

Snapshot
**

IVV iShares Core S&P 500 ETF
SCHD Schwab US Dividend Equity ETF
Inception date
May 15, 2000
Oct 20, 2011
Expense ratio
0.03%
0.06%
IVV has a lower expense ratio than SCHD by 0.03%. This can indicate that it’s cheaper to invest in IVV than SCHD.
Type
US Equities
US Equities
IVV targets investing in US Equities, while SCHD targets investing in US Equities.
Fund owner
Blackrock (iShares)
Schwab
IVV is managed by Blackrock (iShares), while SCHD is managed by Schwab.
Volume (1m avg. daily)
$1,773,176,007
$191,902,599
Both IVV and SCHD are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$342,279,931,285
$47,737,029,197
IVV has more assets under management than SCHD by $294,542,902,088. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
Dow Jones U.S. Dividend 100 Index
IVV is based off of the S&P 500 Index, while SCHD is based off of the Dow Jones U.S. Dividend 100 Index
Inverse/Leveraged
No
No
Neither IVV nor SCHD use an inverse or leveraged strategy.
Passive/Active
Passive
Passive
IVV and SCHD both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
Yes
SCHD may offer dividends, while IVV does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
View
View
Neither IVV nor SCHD require a K1.

Trading Strategies
Related toIVV

Vamsi's smooth curve low drawdown Combo

Category

Multi-asset rotation, Risk-on/risk-off, Trend following, Mean reversion, Volatility hedged, Leveraged ETFs, Managed futures, Gold, Treasuries

OOS Cumulative Return

—

Trading Strategies
Related toSCHD

TQQQ FTLT OVERFIT (255.2% RR/46.4% Max DD)

Category

Leveraged ETFs, Tactical allocation, Trend following, Momentum/RSI, Mean reversion, Volatility hedge, Bonds, Tech-heavy

OOS Cumulative Return

534.32%

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.