Data as of Oct 28, 2026.
IYW vs SCHD: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYW returned +23.2% to SCHD's +34.5%; 1% of their weight is in the same names.
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Net assets: $25.0bn on Oct 27, 2026 for iShares U.S. Technology ETF, and $112.3bn on Aug 31, 2026 for Schwab U.S. Dividend Equity ETF.
Pair scorecard
SCHD costs 0.31 points a year less; their one-year returns differ by 11.3 points.
| Measure | IYW | SCHD |
|---|---|---|
| Return | ||
| Total return, 1 year | +23.2% | +34.5% |
| Drawdown | ||
| Below its high | 5.5%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Russell 1000 Technology RIC 22 | Dow Jones U.S. Dividend 100 Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.06% |
| Net assets, IYW as of Oct 27, 2026 and SCHD as of Aug 31, 2026 | $25.0bn | $112.3bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 65.1% | 41.7% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Oct 28, 2011 to Oct 23, 2026 · 782 weekly returnsIYW returned more: +1,554.8% to +554.4%. SCHD swung less: 14.8% to 20.9%. SCHD fell less at its worst: −31.5% to −38.4%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IYW | SCHD | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,554.8% | +554.4% | IYW | Price change plus distributions, reinvested. |
| Annualized | +20.5% | +13.3% | IYW | Total return as a yearly rate. |
| Price return | +1,384.5% | +306.8% | IYW | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.9% | 14.8% | SCHD | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.8% | 10.4% | SCHD | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −38.4% | −31.5% | SCHD | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.92 | 0.80 | IYW | Return above Treasury bills per unit of volatility. |
| Sortino | 1.39 | 1.15 | IYW | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.53 | 0.42 | IYW | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 782 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IYW and SCHD hold 1% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
IYW and SCHD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IYW and SCHD do different jobs. What does each one do in a portfolio?
- What each follows. IYW follows Russell 1000 Technology RIC 22 and SCHD follows Dow Jones U.S. Dividend 100 Index.
- Holdings in common. 1% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IYW returned +23.2% and SCHD +34.5% with distributions reinvested, a gap of 11.3 points.
Data as of Oct 28, 2026.
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IYW
IYW tracks an index of U.S. Technology. Over the year to Oct 28, 2026 it returned +23.2% with distributions reinvested, against +13.1% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 65.1%. It sat 5.5% below its high of Oct 6, 2026 on Oct 28, 2026.
SCHD
SCHD tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +34.5% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 41.7%.
Questions people ask
- Which returned more over the last year, IYW or SCHD?
- In the year to Oct 28, 2026, with distributions reinvested, IYW returned +23.2% and SCHD +34.5%.
- Which is cheaper, IYW or SCHD?
- SCHD is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IYW against SCHD, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyw-vs-schd
ETFIQ. (Oct 28, 2026). IYW against SCHD. Retrieved from https://etfiq.com/compare/any/iyw-vs-schd
[IYW against SCHD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyw-vs-schd)
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