SCHD vs. IYG ETF Comparison
Comparison of Schwab US Dividend Equity ETF (SCHD) to iShares U.S. Financial Services ETF (IYG)
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.
Grade (RS Rating)
Last Trade
$75.81
Average Daily Volume
3,497,747
100
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$62.48
Average Daily Volume
70,981
102
Performance
Period | SCHD | IYG |
---|---|---|
30 Days | -2.95% | -2.55% |
60 Days | -0.75% | 0.42% |
90 Days | 0.93% | 7.22% |
12 Months | 6.30% | 21.98% |
15 Overlapping Holdings
Symbol | Grade | Weight in SCHD | Weight in IYG | Overlap | |
---|---|---|---|---|---|
BLK | C | 3.8% | 2.19% | 2.19% | |
CMA | C | 0.28% | 0.14% | 0.14% | |
EWBC | B | 0.43% | 0.21% | 0.21% | |
FITB | B | 0.99% | 0.48% | 0.48% | |
HBAN | B | 0.82% | 0.4% | 0.4% | |
JHG | B | 0.18% | 0.09% | 0.09% | |
KEY | B | 0.58% | 0.28% | 0.28% | |
MTB | C | 0.94% | 0.46% | 0.46% | |
OZK | C | 0.19% | 0.1% | 0.1% | |
RDN | C | 0.19% | 0.1% | 0.1% | |
RF | C | 0.75% | 0.36% | 0.36% | |
SNV | B | 0.23% | 0.11% | 0.11% | |
TROW | C | 1.1% | 0.53% | 0.53% | |
USB | B | 2.72% | 1.33% | 1.33% | |
ZION | C | 0.26% | 0.12% | 0.12% |
SCHD Overweight 85 Positions Relative to IYG
Symbol | Grade | Weight | |
---|---|---|---|
CVX | A | 4.16% | |
TXN | B | 4.11% | |
LMT | A | 4.1% | |
CSCO | D | 4.04% | |
PEP | C | 3.95% | |
UPS | D | 3.95% | |
VZ | B | 3.92% | |
KO | D | 3.83% | |
PFE | F | 3.82% | |
AMGN | D | 3.81% | |
BMY | F | 3.78% | |
ABBV | C | 3.69% | |
HD | D | 3.6% | |
EOG | A | 3.34% | |
MO | B | 3.06% | |
VLO | A | 2.52% | |
F | C | 2.14% | |
OKE | A | 1.93% | |
KMB | A | 1.78% | |
FAST | D | 1.67% | |
PAYX | B | 1.67% | |
HSY | F | 1.19% | |
LYB | B | 1.1% | |
CTRA | A | 0.87% | |
DRI | D | 0.78% | |
CINF | A | 0.78% | |
PKG | A | 0.7% | |
SWKS | D | 0.69% | |
BBY | C | 0.65% | |
SNA | B | 0.64% | |
CF | C | 0.64% | |
WSO | A | 0.59% | |
AMCR | D | 0.55% | |
DKS | A | 0.53% | |
FNF | C | 0.52% | |
IPG | D | 0.49% | |
APA | C | 0.44% | |
DINO | B | 0.4% | |
TPR | D | 0.4% | |
UNM | B | 0.38% | |
MTN | B | 0.36% | |
CHRW | F | 0.35% | |
RHI | D | 0.32% | |
HRB | C | 0.28% | |
WHR | D | 0.25% | |
NXST | C | 0.22% | |
WU | B | 0.2% | |
MSM | D | 0.18% | |
HUN | D | 0.17% | |
COLB | F | 0.16% | |
MDC | A | 0.16% | |
NSP | C | 0.16% | |
APAM | B | 0.13% | |
WEN | B | 0.13% | |
IBOC | B | 0.12% | |
CATY | D | 0.11% | |
CRI | D | 0.11% | |
BOH | D | 0.1% | |
LEG | F | 0.1% | |
CVBF | D | 0.09% | |
CNS | C | 0.08% | |
VRTS | D | 0.07% | |
OXM | B | 0.07% | |
OFG | D | 0.07% | |
HTLF | C | 0.06% | |
NWBI | D | 0.06% | |
CHCO | D | 0.06% | |
LKFN | D | 0.06% | |
BANR | D | 0.06% | |
BKE | D | 0.05% | |
STBA | D | 0.05% | |
KFRC | D | 0.05% | |
FCF | D | 0.05% | |
CBRL | F | 0.05% | |
AMSF | D | 0.04% | |
PFBC | A | 0.04% | |
GABC | B | 0.04% | |
HFWA | D | 0.03% | |
FBMS | D | 0.03% | |
PFC | D | 0.03% | |
ETD | C | 0.03% | |
CWEN | D | 0.03% | |
GES | A | 0.03% | |
SRCE | D | 0.03% | |
CPF | C | 0.02% |
SCHD Underweight 87 Positions Relative to IYG
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -15.05% | |
JPM | B | -10.84% | |
V | C | -8.95% | |
MA | C | -7.87% | |
BAC | B | -5.05% | |
WFC | A | -4.17% | |
SPGI | C | -2.75% | |
GS | A | -2.61% | |
AXP | A | -2.56% | |
C | C | -2.33% | |
MS | A | -2.22% | |
SCHW | A | -2.14% | |
BX | C | -1.82% | |
ICE | C | -1.57% | |
CME | C | -1.55% | |
KKR | B | -1.33% | |
PNC | B | -1.23% | |
MCO | C | -1.22% | |
COF | B | -1.09% | |
TFC | B | -1.0% | |
APO | B | -0.99% | |
BK | B | -0.86% | |
COIN | B | -0.86% | |
AMP | B | -0.85% | |
MSCI | D | -0.85% | |
DFS | B | -0.62% | |
NDAQ | A | -0.48% | |
STT | B | -0.47% | |
RJF | A | -0.47% | |
ARES | B | -0.46% | |
LPLA | C | -0.4% | |
FCNCA | B | -0.39% | |
NTRS | C | -0.35% | |
SYF | B | -0.34% | |
FDS | D | -0.33% | |
CFG | C | -0.32% | |
EQH | A | -0.24% | |
TW | C | -0.24% | |
IBKR | A | -0.24% | |
ALLY | C | -0.21% | |
CG | B | -0.2% | |
HOOD | A | -0.19% | |
MKTX | F | -0.17% | |
MORN | B | -0.17% | |
BEN | D | -0.16% | |
SF | B | -0.16% | |
FHN | C | -0.16% | |
WBS | D | -0.16% | |
SOFI | F | -0.15% | |
VOYA | C | -0.15% | |
JEF | C | -0.15% | |
OWL | A | -0.15% | |
SEIC | B | -0.14% | |
CFR | A | -0.14% | |
IVZ | D | -0.14% | |
PNFP | D | -0.13% | |
SSB | C | -0.13% | |
WAL | D | -0.13% | |
HLI | B | -0.13% | |
OMF | B | -0.12% | |
PB | D | -0.12% | |
ESNT | C | -0.12% | |
WTFC | B | -0.12% | |
CBSH | A | -0.12% | |
BPOP | B | -0.12% | |
MTG | C | -0.11% | |
AMG | B | -0.11% | |
SLM | A | -0.1% | |
FNB | C | -0.1% | |
FCFS | A | -0.1% | |
HOMB | D | -0.09% | |
UBSI | D | -0.09% | |
LAZ | C | -0.09% | |
FFIN | C | -0.08% | |
GBCI | D | -0.08% | |
CACC | C | -0.07% | |
TPG | B | -0.07% | |
UMBF | B | -0.07% | |
FHI | C | -0.06% | |
VLY | F | -0.06% | |
BOKF | B | -0.05% | |
VIRT | A | -0.04% | |
NYCB | F | -0.04% | |
NATL | C | -0.03% | |
RKT | C | -0.03% | |
TFSL | D | -0.01% | |
UWMC | D | -0.01% |
SCHD: Top Represented Industries & Keywords
IYG: Top Represented Industries & Keywords