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ETF Comparisons

SCHD vs. ITOT

Schwab US Dividend Equity ETF

SCHD
$--
vs

iShares Core S&P Total U.S. Stock Market ETF

ITOT
$--

Correlation

0.91

Compare with

Top 10 comparisons with SCHD:
Compare:
SCHD
Correlation
With:
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.91
SwitchVYMVanguard Group, Inc. - Vanguard High Dividend Yield Indx ETF0.98SCHVSchwab Strategic Trust - Schwab U.S. Large-Cap Value ETF0.98DTDWisdomTree Trust - WisdomTree U.S. Total Dividend Fund0.98VTVVanguard Group, Inc. - Vanguard Value ETF0.98DIVBBlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF0.97DGROBlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF0.97NULVNuveen Fund Advisors LLC - Nuveen ESG Large-Cap Value ETF0.97DLNWisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund0.97ILCVBlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF0.97PRFInvesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF0.97

Top 10 shared holdings

The top 10 holdings shared by SCHD and ITOT:

There are no shared holdings.
Invest with SCHD
Learn more about ITOT
SCHDSchwab US Dividend Equity ETF
ITOTiShares Core S&P Total U.S. Stock Market ETF

What is SCHD?

The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.

Snapshot
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SCHD Schwab US Dividend Equity ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF
Inception date
Oct 20 2011
Jan 20 2004
Expense ratio
0.06%
0.03%
SCHD has a higher expense ratio than ITOT by 0.03%. This can indicate that it’s more expensive to invest in SCHD than ITOT.
Type
US Equities
US Equities
SCHD targets investing in US Equities, while ITOT targets investing in US Equities.
Fund owner
Schwab
Blackrock (iShares)
SCHD is managed by Schwab, while ITOT is managed by Blackrock (iShares).
Volume (1m avg. daily)
$191,902,599
$92,311,586
Both SCHD and ITOT 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
$47,737,029,197
$43,679,376,151
SCHD has more assets under management than ITOT by $4,057,653,046. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Dow Jones U.S. Dividend 100 Index
S&P Total Market Index
SCHD is based off of the Dow Jones U.S. Dividend 100 Index, while ITOT is based off of the S&P Total Market Index
Inverse/Leveraged
No
No
SCHD and ITOT use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
SCHD and ITOT 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
Yes
No
SCHD may offer dividends, while ITOT does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
View
View
Neither SCHD nor ITOT require a K1.
SCHD and ITOT’s Correlation
When ETFs are correlated, there are 3 main topics to analyze that will help you build your automated trading strategy: liquidity, expense, and risk.
  • Liquidity: In an active trading strategy (trading multiple time per week), it’s important to consider the liquidity of the ETF you’re using. Lower liquidity can mean more money lost in slippage. AUM and average daily volume are both indicators of liquidity.
  • Expense: Some ETFs are more expensive to use than others. For strategies that are focused on longer holding periods, it’s important to factor in how expensive it is to hold this ETF. Expense ratio is the main indicator of how expensive an ETF is.
  • Risk: Some ETFs will be highly correlated, but have varying degrees of returns, due to leverage. It’s important to consider if an ETF is using leverage or not. The main indicators of a riskier ETF will be the use of leverage and higher standard deviation or max drawdown in a backtest.

Automated Strategies
Related toSCHD

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Automated Strategies
Related toITOT

#WIR

When Inflation is Rising

Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

Create your own algorithmic
trading strategy

Disclaimers

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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.