Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs SCHD: how they differ
IGM and SCHD hold 2% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IGM and SCHD hold 2% of their money in the same securities at the same weight.
| Holding | IGM | SCHD |
|---|---|---|
| Texas Instruments, Inc. | 1.18% | 5.92% |
| QUALCOMM, Inc. | 0.85% | 6.75% |
| Skyworks Solutions, Inc. | 0.04% | 0.29% |
| Only in IGM | Only in SCHD |
|---|---|
| NVIDIA Corp. 7.97% | UnitedHealth Group Inc 5.10% |
| Apple, Inc. 7.92% | Coca-Cola Co/The 3.96% |
| Broadcom, Inc. 7.61% | Merck & Co Inc 3.87% |
| Microsoft Corp. 7.50% | Chevron Corp 3.84% |
| Micron Technology, Inc. 5.47% | Verizon Communications Inc 3.66% |
| Alphabet, Inc. 4.45% | Procter & Gamble Co/The 3.55% |
| Meta Platforms, Inc. 4.17% | ConocoPhillips 3.52% |
| Advanced Micro Devices, Inc. 4.13% | Amgen Inc 3.48% |
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 Jun 30, 2026 and May 31, 2026.
| IGM iShares Expanded Tech Sector ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Expanded Tech Sector | US dividend |
| Total return, 1 year | +32.7% | +27.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | +10.1 pts |
| Expense ratio | 0.37% | 0.06% |
| Already in the S&P 500 | 92.0% | 95.1% |
| Holdings | 295 | 99 |
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
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
- Which returned more over the last year, IGM or SCHD?
- In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and SCHD returned +27.6%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or SCHD?
- IGM charges 0.37% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
- How much do IGM and SCHD overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 2% 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.
Cite this page. ETFIQ, IGM against SCHD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGM-SCHD Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources