Which returned more over the last year, IVV or SCHD?

In the year to Sep 4, 2026, with distributions reinvested, IVV returned +20.1% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IVV or SCHD?

IVV charges 0.03% a year and SCHD charges 0.06%, so IVV is cheaper. Fees come from each fund's prospectus.

How much do IVV and SCHD overlap with the S&P 500?

By their latest filed holdings, 100% of IVV and 95% of SCHD by weight is stocks the S&P 500 already holds.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

IVV vs SCHD

Name: ETFIQ comparison of IVV and SCHD
Creator: ETFIQ
License: https://etfiq.com/standards/

iShares Core S&P 500 ETF and Schwab U.S. Dividend Equity ETF.

IVV and SCHD on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	IVV iShares Core S&P 500 ETF	SCHD Schwab U.S. Dividend Equity ETF
Where it sits	Core fund	Core fund
Issuer	iShares	Schwab
What it is	S&P 500	US dividend
Total return, 1 year	+20.1%	+30.3%
S&P 500 over the same days	+20.0%	+20.0%
Gap to the S&P 500	+0.1 pts	+10.3 pts
Expense ratio	0.03%	0.06%
Already in the S&P 500	100.0%	95.1%
Holdings	504	99

IVV in plain words

IVV is a index equity fund tracking S&P 500. Over the year to Sep 4, 2026 it returned +20.1% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

SCHD in plain words

SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% 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%.

Questions people ask

Which returned more over the last year, IVV or SCHD?: In the year to Sep 4, 2026, with distributions reinvested, IVV returned +20.1% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IVV or SCHD?: IVV charges 0.03% a year and SCHD charges 0.06%, so IVV is cheaper. Fees come from each fund's prospectus.
How much do IVV and SCHD overlap with the S&P 500?: By their latest filed holdings, 100% of IVV and 95% of SCHD by weight is stocks the S&P 500 already holds.

Other comparisons

Where to next

Cite this page. ETFIQ, IVV against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/IVV-SCHD.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. ETFIQ publishes the same fields for every fund and suggests no allocation. Standards and sources