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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IALT vs SCHD: how they differ

IALT and SCHD hold 0% of their weight in the same names.

iShares Systematic Alternatives Active ETF and Schwab U.S. Dividend Equity ETF.

What they hold in common

By the books each fund has filed, IALT and SCHD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IALTOnly in SCHD
Intercontinental Exchange, Inc. 17.26%QUALCOMM Inc 6.75%
PRIME SECSRVC BRW/FINANC 1.29%Texas Instruments Inc 5.92%
PHINIA INC 0.94%UnitedHealth Group Inc 5.10%
DISH DBS CORP 0.21%Coca-Cola Co/The 3.96%
DISH DBS CORP 0.19%Merck & Co Inc 3.87%
DISH DBS CORP 0.10%Chevron Corp 3.84%
Verizon Communications Inc 3.66%
Procter & Gamble Co/The 3.55%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

IALT and SCHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IALT
iShares Systematic Alternatives Active ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isSystematic Alternatives ActiveUS dividend
Total return, 1 year+17.4%+27.6%
S&P 500 over the same days+12.1%+17.5%
Gap to the S&P 500+5.4 pts+10.1 pts
Expense rationot published0.06%
Already in the S&P 50054.9%95.1%
Holdings899

IALT in plain words

IALT is an index equity fund tracking the Systematic Alternatives Active. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 8 positions, with the top ten at 100.0%.

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

How much do IALT and SCHD overlap with the S&P 500?
By their latest filed holdings, 55% of IALT and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IALT against SCHD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IALT against SCHD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IALT-SCHD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources