Get the weekly note

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

ETFIQetfiq.com · independent ETF data

IYW vs SCHD: how they differ

IYW and SCHD hold 3% of their weight in the same names, and IYW returned more over the year.

iShares U.S. Technology ETF and Schwab U.S. Dividend Equity ETF.

What they hold in common

By the books each fund has filed, IYW and SCHD hold 3% of their money in the same securities at the same weight.

Positions IYW and SCHD both hold, largest shared weight first
HoldingIYWSCHD
TEXAS INSTRUMENTS INCORPORATED1.57%5.92%
QUALCOMM INCORPORATED1.18%6.75%
SKYWORKS SOLUTIONS, INC.0.06%0.29%
Largest positions each one holds and the other does not
Only in IYWOnly in SCHD
NVIDIA CORPORATION 16.25%UnitedHealth Group Inc 5.10%
APPLE INC. 13.65%Coca-Cola Co/The 3.96%
ALPHABET INC. 7.84%Merck & Co Inc 3.87%
ALPHABET INC. 6.34%Chevron Corp 3.84%
MICROSOFT CORPORATION 3.99%Verizon Communications Inc 3.66%
BROADCOM INC. 3.78%Procter & Gamble Co/The 3.55%
ADVANCED MICRO DEVICES, INC. 3.50%ConocoPhillips 3.52%
MICRON TECHNOLOGY, INC. 2.98%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 Apr 30, 2026 and May 31, 2026.

IYW and SCHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IYW
iShares U.S. Technology ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isU.S. TechnologyUS dividend
Total return, 1 year+34.9%+27.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+17.4 pts+10.1 pts
Expense ratio0.37%0.06%
Already in the S&P 50095.5%95.1%
Holdings13999

IYW in plain words

IYW is an index equity fund tracking the U.S. Technology. Over the year to Sep 11, 2026 it returned +34.9% 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 Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 139 positions, with the top ten at 63.7%.

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, IYW or SCHD?
In the year to Sep 12, 2026, with distributions reinvested, IYW returned +34.9% and SCHD returned +27.6%, so IYW returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IYW or SCHD?
IYW charges 0.37% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
How much do IYW and SCHD overlap with the S&P 500?
By their latest filed holdings, 96% of IYW and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources