ITOT vs SCHD
Comparison between ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceITOT has outperformed SCHD, delivering a return of +12.0% compared to +9.2%
ITOT vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ITOT
$94B
Winner
SCHD
$96B
Expense Ratio
Winner
ITOT
0.03%
SCHD
0.06%
Max Drawdown
ITOT
56.33%
Winner
SCHD
33.37%
Sharpe Ratio
ITOT
1.24
Winner
SCHD
1.81
5Y Beta
ITOT
0.99
Winner
SCHD
0.53
P/E Ratio
ITOT
29.14
Winner
SCHD
18.10
Forward P/E
ITOT
20.63
Winner
SCHD
15.07
PEG Ratio
ITOT
N/A
SCHD
0.93
5Y Dividends CAGR
ITOT
6.51%
Winner
SCHD
8.35%
5Y EPS CAGR
Winner
ITOT
25.03%
SCHD
7.34%
Debt to Equity
Winner
ITOT
31.74%
SCHD
58.10%
P/S Ratio
ITOT
3.47
Winner
SCHD
1.81
P/B Ratio
ITOT
5.24
Winner
SCHD
3.76
ITOT vs SCHD - Holdings Comparison
ITOT and SCHD have 85 common holdings. Overlap is 7.32%
ITOT's top 25 holdings weight is 45.47%. SCHD's top 25 holdings weight is 78.68%.
| Rank | ITOT | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.06% | UNITEDHEALTH GROUP INC (UNH) - 4.41% |
| #2 | APPLE INC (AAPL) - 5.95% | THE HOME DEPOT INC (HD) - 4.34% |
| #3 | MICROSOFT CORP (MSFT) - 4.18% | MERCK & CO INC (MRK) - 4.28% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | AMGEN INC (AMGN) - 4.21% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.98% | PROCTER & GAMBLE CO (PG) - 4.20% |
| #6 | BROADCOM INC (AVGO) - 2.59% | COCA-COLA CO (KO) - 4.16% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.39% | ABBOTT LABORATORIES (ABT) - 4.07% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.78% | TEXAS INSTRUMENTS INC (TXN) - 3.88% |
| #9 | TESLA INC (TSLA) - 1.56% | CHEVRON CORP (CVX) - 3.80% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.47% | PEPSICO INC (PEP) - 3.77% |
| #11 | ELI LILLY AND CO (LLY) - 1.27% | VERIZON COMMUNICATIONS INC (VZ) - 3.65% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% | CONOCOPHILLIPS (COP) - 3.55% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.18% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.14% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.08% | ALTRIA GROUP INC (MO) - 3.08% |
| #15 | EXXON MOBIL CORP (XOM) - 0.87% | QUALCOMM INC (QCOM) - 2.83% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.80% | LOCKHEED MARTIN CORP (LMT) - 2.73% |
| #17 | VISA INC CLASS A (V) - 0.76% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.59% |
| #18 | WALMART INC (WMT) - 0.73% | BLACKSTONE INC (BX) - 2.47% |
| #19 | INTEL CORP (INTC) - 0.71% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.21% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.66% | ACCENTURE PLC CLASS A (ACN) - 2.20% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.60% | COMCAST CORP CLASS A (CMCSA) - 2.19% |
| #22 | CATERPILLAR INC (CAT) - 0.59% | EOG RESOURCES INC (EOG) - 1.92% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.57% | SLB LTD (SLB) - 1.86% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.56% | TARGET CORP (TGT) - 1.64% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.55% | ONEOK INC (OKE) - 1.50% |
| Total Holdings | 1865 | 103 |
ITOT vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
ITOT
+0.49%
Winner
SCHD
+3.74%
3M
ITOT
+6.53%
Winner
SCHD
+6.78%
6M
ITOT
+9.70%
Winner
SCHD
+14.44%
1Y
ITOT
+20.70%
Winner
SCHD
+26.23%
5Y(CAGR)
Winner
ITOT
+11.99%
SCHD
+9.21%
10Y(CAGR)
Winner
ITOT
+14.61%
SCHD
+12.42%
Max(CAGR)
ITOT
+10.62%
Winner
SCHD
+13.28%
ITOT vs SCHD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ITOT | SCHD |
|---|---|---|
| 2026 | +10.56% | +20.30% |
| 2025 | +17.22% | +4.56% |
| 2024 | +24.65% | +10.86% |
| 2023 | +26.70% | +4.71% |
| 2022 | -19.95% | -3.21% |
| 2021 | +27.30% | +31.74% |
| 2020 | +19.80% | +14.78% |
| 2019 | +30.74% | +27.28% |
| 2018 | -5.98% | -5.85% |
| 2017 | +20.37% | +20.20% |
| 2016 | +14.31% | +17.78% |
| 2015 | +0.99% | -0.21% |
| 2014 | +14.13% | +12.79% |
| 2013 | +29.61% | +30.09% |
| 2012 | +14.27% | +10.39% |
| 2011 | +0.56% | +5.31% |
| 2010 | +14.37% | N/A |
| 2009 | +23.36% | N/A |
| 2008 | -35.62% | N/A |
| 2007 | +5.37% | N/A |
| 2006 | +13.36% | N/A |
| 2005 | +6.51% | N/A |
| 2004 | +8.91% | N/A |
ITOT vs SCHD Drawdown Comparison
The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current ITOT drawdown is -1.04%. The current SCHD drawdown is -0.67%.
| Rank | ITOT | SCHD |
|---|---|---|
| #1 | -55.21% Oct 9, 2007 - Mar 16, 2012 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -35.00% Feb 19, 2020 - Aug 12, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -25.35% Jan 3, 2022 - Dec 18, 2023 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -20.11% Sep 20, 2018 - Apr 23, 2019 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -14.40% May 21, 2015 - Jun 2, 2016 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -9.88% Jan 26, 2018 - Jul 25, 2018 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -9.81% Apr 2, 2012 - Aug 16, 2012 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -9.62% Jul 19, 2007 - Oct 5, 2007 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -9.37% Sep 2, 2020 - Nov 9, 2020 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -8.90% Jan 27, 2026 - Apr 14, 2026 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -8.14% May 9, 2006 - Sep 26, 2006 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -7.87% Mar 5, 2004 - Nov 4, 2004 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -7.39% Sep 14, 2012 - Jan 2, 2013 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between ITOT and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
ITOT vs SCHD dividend yield comparison.
| Year | ITOT | SCHD |
|---|---|---|
| 2026 | 0.45% | 1.55% |
| 2025 | 1.11% | 3.82% |
| 2024 | 1.23% | 3.64% |
| 2023 | 1.47% | 3.49% |
| 2022 | 1.66% | 3.39% |
| 2021 | 1.18% | 2.78% |
| 2020 | 1.41% | 3.16% |
| 2019 | 1.88% | 2.98% |
| 2018 | 2.14% | 3.06% |
| 2017 | 1.69% | 2.63% |
| 2016 | 1.83% | 2.89% |
| 2015 | 2.01% | 2.97% |
| 2014 | 1.71% | 2.63% |
| 2013 | 1.69% | 2.47% |
| 2012 | 1.94% | 2.86% |
| 2011 | 1.85% | 0.47% |
| 2010 | 1.64% | 0.00% |
| 2009 | 1.85% | 0.00% |
| 2008 | 2.69% | 0.00% |
| 2007 | 1.65% | 0.00% |
| 2006 | 1.47% | 0.00% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.53% | 0.00% |
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