IGV vs SCHE
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and SCHWAB EMERGING MARKETS EQUITY ETF (SCHE, ETF).
5-Year PerformanceSCHE has outperformed IGV, delivering a return of +6.2% compared to +6.0%
IGV vs SCHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$12B
Winner
SCHE
$12B
Expense Ratio
IGV
0.39%
Winner
SCHE
0.07%
Max Drawdown
IGV
63.45%
Winner
SCHE
43.08%
Sharpe Ratio
IGV
-0.43
Winner
SCHE
1.56
5Y Beta
IGV
1.23
Winner
SCHE
0.71
P/E Ratio
IGV
59.53
SCHE
N/A
Forward P/E
IGV
16.67
SCHE
N/A
5Y Dividends CAGR
IGV
-14.38%
Winner
SCHE
4.54%
5Y EPS CAGR
IGV
23.66%
SCHE
N/A
Debt to Equity
IGV
43.11%
SCHE
N/A
P/S Ratio
IGV
6.84
SCHE
N/A
P/B Ratio
IGV
6.19
SCHE
N/A
IGV vs SCHE - Holdings Comparison
IGV and SCHE have 1 common holdings. Overlap is 0.00%
IGV's top 25 holdings weight is 84.64%. SCHE's top 25 holdings weight is 36.48%.
| Rank | IGV | SCHE |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 9.23% | n/a (n/a) - 10.49% |
| #2 | MICROSOFT CORP (MSFT) - 8.75% | TENCENT HOLDINGS LTD (n/a) - 4.66% |
| #3 | n/a (PLTR) - 8.16% | n/a (n/a) - 3.02% |
| #4 | SALESFORCE INC (CRM) - 6.85% | HDFC BANK LTD (n/a) - 1.48% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 5.37% | XIAOMI CORP CLASS B (n/a) - 1.43% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% | SSC GOVERNMENT MM GVMXX (n/a) - 1.42% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% | RELIANCE INDUSTRIES LTD (n/a) - 1.26% |
| #8 | INTUIT INC (INTU) - 4.13% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.14% |
| #9 | ADOBE INC (ADBE) - 4.05% | ICICI BANK LTD (n/a) - 1.01% |
| #10 | SERVICENOW INC (NOW) - 3.87% | PDD HOLDINGS INC ADR (PDD) - 0.98% |
| #11 | SYNOPSYS INC (SNPS) - 3.50% | MEITUAN CLASS B (n/a) - 0.98% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% | MEDIATEK INC (n/a) - 0.80% |
| #13 | STRATEGY INC CLASS A (MSTR) - 2.13% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.75% |
| #14 | FORTINET INC (FTNT) - 2.07% | n/a (n/a) - 0.75% |
| #15 | AUTODESK INC (ADSK) - 2.06% | INFOSYS LTD (n/a) - 0.72% |
| #16 | ELECTRONIC ARTS INC (EA) - 1.82% | BYD CO LTD CLASS H (n/a) - 0.71% |
| #17 | DATADOG INC CLASS A (DDOG) - 1.69% | BHARTI AIRTEL LTD (n/a) - 0.67% |
| #18 | ROPER TECHNOLOGIES INC (ROP) - 1.52% | NASPERS LTD CLASS N (n/a) - 0.58% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% | NETEASE INC ORDINARY SHARES (n/a) - 0.57% |
| #20 | WORKDAY INC CLASS A (WDAY) - 1.08% | n/a (n/a) - 0.56% |
| #21 | FAIR ISAAC CORP (FICO) - 1.00% | AL RAJHI BANK (n/a) - 0.56% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.95% | MSCI EMGMKT SEP25 IFUS 20250919 (n/a) - 0.54% |
| #23 | PTC INC (PTC) - 0.67% | BANK OF CHINA LTD CLASS H (n/a) - 0.49% |
| #24 | TRIMBLE INC (TRMB) - 0.66% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.47% |
| #25 | TYLER TECHNOLOGIES INC (TYL) - 0.59% | TRIP.COM GROUP LTD (n/a) - 0.44% |
| Total Holdings | 116 | 2060 |
IGV vs SCHE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+13.65%
SCHE
+3.44%
3M
Winner
IGV
+10.47%
SCHE
+2.39%
6M
IGV
-18.58%
Winner
SCHE
+8.57%
1Y
IGV
-12.98%
Winner
SCHE
+27.97%
5Y(CAGR)
IGV
+6.04%
Winner
SCHE
+6.17%
10Y(CAGR)
Winner
IGV
+16.11%
SCHE
+8.99%
Max(CAGR)
Winner
IGV
+9.21%
SCHE
+4.97%
IGV vs SCHE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | SCHE |
|---|---|---|
| 2026 | -12.84% | +7.55% |
| 2025 | +5.79% | +26.79% |
| 2024 | +26.94% | +12.09% |
| 2023 | +58.23% | +7.70% |
| 2022 | -34.91% | -18.40% |
| 2021 | +14.54% | -1.09% |
| 2020 | +50.16% | +11.85% |
| 2019 | +35.03% | +19.86% |
| 2018 | +11.20% | -15.00% |
| 2017 | +40.67% | +31.51% |
| 2016 | +8.07% | +16.52% |
| 2015 | +12.72% | -15.70% |
| 2014 | +14.13% | +3.35% |
| 2013 | +26.84% | -6.02% |
| 2012 | +15.96% | +14.99% |
| 2011 | -8.47% | -17.91% |
| 2010 | +22.65% | +15.52% |
| 2009 | +41.64% | N/A |
| 2008 | -37.28% | N/A |
| 2007 | +15.64% | N/A |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs SCHE Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for SCHE was -36.25%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.
The current IGV drawdown is -24.07%. The current SCHE drawdown is -2.44%.
| Rank | IGV | SCHE |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -36.25% Jan 26, 2018 - Nov 9, 2020 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -35.73% Feb 17, 2021 - Jul 16, 2025 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -35.64% Sep 5, 2014 - Jul 14, 2017 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -29.51% Apr 8, 2011 - Jul 28, 2014 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -18.24% Apr 14, 2010 - Sep 15, 2010 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -12.63% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -11.29% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -7.97% Jan 3, 2011 - Apr 1, 2011 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -7.65% Nov 5, 2010 - Jan 3, 2011 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -5.21% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -5.02% Oct 29, 2025 - Jan 2, 2026 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -4.54% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -4.52% Nov 22, 2017 - Dec 28, 2017 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -4.10% Jul 28, 2014 - Aug 19, 2014 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -3.27% Sep 19, 2017 - Oct 10, 2017 |
Correlation
Correlation between IGV and SCHE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2003 - 2025)
IGV vs SCHE dividend yield comparison.
| Year | IGV | SCHE |
|---|---|---|
| 2025 | 0.00% | 2.88% |
| 2024 | 0.00% | 3.03% |
| 2023 | 0.01% | 3.83% |
| 2022 | 0.01% | 2.88% |
| 2021 | 0.00% | 2.86% |
| 2020 | 0.35% | 2.09% |
| 2019 | 0.02% | 3.27% |
| 2018 | 0.16% | 2.64% |
| 2017 | 0.09% | 2.31% |
| 2016 | 0.82% | 2.27% |
| 2015 | 0.22% | 2.50% |
| 2014 | 0.29% | 2.86% |
| 2013 | 0.33% | 2.56% |
| 2012 | 0.27% | 2.11% |
| 2011 | 0.04% | 4.96% |
| 2010 | 0.00% | 0.80% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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