SCHD vs ITOT
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT, ETF).
5-Year PerformanceSCHD has outperformed ITOT, delivering a return of +13.9% compared to +12.1%
SCHD vs ITOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHD
$95B
ITOT
$93B
Expense Ratio
SCHD
0.06%
Winner
ITOT
0.03%
Max Drawdown
Winner
SCHD
33.37%
ITOT
56.33%
Sharpe Ratio
Winner
SCHD
1.71
ITOT
1.55
5Y Beta
Winner
SCHD
0.53
ITOT
0.99
P/E Ratio
Winner
SCHD
17.92
ITOT
27.89
Forward P/E
Winner
SCHD
14.52
ITOT
20.53
PEG Ratio
SCHD
0.97
ITOT
N/A
5Y Dividends CAGR
Winner
SCHD
9.11%
ITOT
6.51%
5Y EPS CAGR
SCHD
7.01%
Winner
ITOT
24.79%
Debt to Equity
SCHD
55.02%
Winner
ITOT
31.81%
P/S Ratio
Winner
SCHD
1.79
ITOT
3.25
P/B Ratio
Winner
SCHD
3.71
ITOT
4.93
SCHD vs ITOT - Holdings Comparison
SCHD and ITOT have 85 common holdings. Overlap is 7.32%
SCHD's top 25 holdings weight is 79.91%. ITOT's top 25 holdings weight is 45.47%.
| Rank | SCHD | ITOT |
|---|---|---|
| #1 | TEXAS INSTRUMENTS INC (TXN) - 5.94% | NVIDIA CORP (NVDA) - 7.06% |
| #2 | QUALCOMM INC (QCOM) - 5.82% | APPLE INC (AAPL) - 5.95% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 5.45% | MICROSOFT CORP (MSFT) - 4.18% |
| #4 | COCA-COLA CO (KO) - 4.08% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | MERCK & CO INC (MRK) - 3.82% | ALPHABET INC CLASS A (GOOGL) - 2.98% |
| #6 | CHEVRON CORP (CVX) - 3.80% | BROADCOM INC (AVGO) - 2.59% |
| #7 | PROCTER & GAMBLE CO (PG) - 3.79% | ALPHABET INC CLASS C (GOOG) - 2.39% |
| #8 | AMGEN INC (AMGN) - 3.59% | META PLATFORMS INC CLASS A (META) - 1.78% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 3.57% | TESLA INC (TSLA) - 1.56% |
| #10 | THE HOME DEPOT INC (HD) - 3.53% | MICRON TECHNOLOGY INC (MU) - 1.47% |
| #11 | CONOCOPHILLIPS (COP) - 3.49% | ELI LILLY AND CO (LLY) - 1.27% |
| #12 | PEPSICO INC (PEP) - 3.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #13 | ABBOTT LABORATORIES (ABT) - 3.12% | JPMORGAN CHASE & CO (JPM) - 1.18% |
| #14 | ALTRIA GROUP INC (MO) - 2.97% | ADVANCED MICRO DEVICES INC (AMD) - 1.08% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.88% | EXXON MOBIL CORP (XOM) - 0.87% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.76% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #17 | ACCENTURE PLC CLASS A (ACN) - 2.46% | VISA INC CLASS A (V) - 0.76% |
| #18 | BLACKSTONE INC (BX) - 2.40% | WALMART INC (WMT) - 0.73% |
| #19 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.26% | INTEL CORP (INTC) - 0.71% |
| #20 | COMCAST CORP CLASS A (CMCSA) - 2.09% | CISCO SYSTEMS INC (CSCO) - 0.66% |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.99% | COSTCO WHOLESALE CORP (COST) - 0.60% |
| #22 | SLB LTD (SLB) - 1.93% | CATERPILLAR INC (CAT) - 0.59% |
| #23 | EOG RESOURCES INC (EOG) - 1.85% | LAM RESEARCH CORP (LRCX) - 0.57% |
| #24 | TARGET CORP (TGT) - 1.48% | MASTERCARD INC CLASS A (MA) - 0.56% |
| #25 | FORD MOTOR CO (F) - 1.40% | APPLIED MATERIALS INC (AMAT) - 0.55% |
| Total Holdings | 103 | 1865 |
SCHD vs ITOT - Historical Returns
Returns include dividend reinvestment.
1M
SCHD
-2.47%
Winner
ITOT
-0.81%
3M
SCHD
+5.73%
Winner
ITOT
+12.71%
6M
Winner
SCHD
+17.25%
ITOT
+7.84%
1Y
Winner
SCHD
+24.55%
ITOT
+24.25%
5Y(CAGR)
Winner
SCHD
+13.91%
ITOT
+12.08%
10Y(CAGR)
Winner
SCHD
+18.59%
ITOT
+14.70%
Max(CAGR)
Winner
SCHD
+19.41%
ITOT
+12.42%
SCHD vs ITOT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | ITOT |
|---|---|---|
| 2026 | +16.44% | +8.59% |
| 2025 | +4.56% | +17.22% |
| 2024 | +16.98% | +24.65% |
| 2023 | +12.61% | +26.70% |
| 2022 | +3.68% | -19.95% |
| 2021 | +39.81% | +27.30% |
| 2020 | +23.81% | +19.80% |
| 2019 | +35.50% | +30.74% |
| 2018 | -0.40% | -5.98% |
| 2017 | +27.17% | +20.37% |
| 2016 | +24.99% | +15.39% |
| 2015 | +5.84% | +3.03% |
| 2014 | +19.01% | +16.17% |
| 2013 | +37.22% | +32.04% |
| 2012 | +16.82% | +16.51% |
| 2011 | +6.32% | +2.44% |
| 2010 | N/A | +16.39% |
| 2009 | N/A | +26.03% |
| 2008 | N/A | -33.10% |
| 2007 | N/A | +10.58% |
| 2006 | N/A | +18.76% |
| 2005 | N/A | +11.69% |
| 2004 | N/A | +14.28% |
SCHD vs ITOT Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for ITOT was -52.85%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.
The current SCHD drawdown is -2.47%. The current ITOT drawdown is -2.80%.
| Rank | SCHD | ITOT |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Aug 7, 2020 | -52.85% Oct 9, 2007 - Feb 4, 2011 |
| #2 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -35.00% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -14.98% Oct 2, 2018 - Feb 22, 2019 | -25.35% Jan 3, 2022 - Dec 18, 2023 |
| #4 | -12.51% Jan 11, 2022 - Nov 10, 2022 | -20.11% Sep 20, 2018 - Apr 23, 2019 |
| #5 | -12.40% May 15, 2015 - Oct 22, 2015 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -11.47% Jan 26, 2018 - Aug 20, 2018 | -19.01% Jul 7, 2011 - Feb 3, 2012 |
| #7 | -9.64% Feb 2, 2023 - Jul 19, 2023 | -13.39% Dec 1, 2015 - Apr 13, 2016 |
| #8 | -9.23% Dec 29, 2015 - Mar 9, 2016 | -11.79% Jul 20, 2015 - Dec 1, 2015 |
| #9 | -9.18% Jul 31, 2023 - Dec 6, 2023 | -9.88% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -8.68% Apr 23, 2019 - Jul 1, 2019 | -9.81% Apr 2, 2012 - Aug 15, 2012 |
| #11 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -9.62% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -9.37% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #14 | -6.68% Dec 31, 2013 - Mar 24, 2014 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -6.34% Apr 2, 2012 - Jun 19, 2012 | -8.14% May 9, 2006 - Sep 13, 2006 |
Correlation
Correlation between SCHD and ITOT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
SCHD vs ITOT dividend yield comparison.
| Year | SCHD | ITOT |
|---|---|---|
| 2026 | 0.80% | 0.46% |
| 2025 | 3.82% | 1.11% |
| 2024 | 8.98% | 1.23% |
| 2023 | 10.47% | 1.47% |
| 2022 | 10.17% | 1.66% |
| 2021 | 8.35% | 1.18% |
| 2020 | 9.49% | 1.41% |
| 2019 | 8.93% | 1.88% |
| 2018 | 9.19% | 2.14% |
| 2017 | 7.89% | 1.69% |
| 2016 | 8.66% | 2.69% |
| 2015 | 8.92% | 4.03% |
| 2014 | 7.88% | 3.42% |
| 2013 | 7.40% | 3.38% |
| 2012 | 8.57% | 3.87% |
| 2011 | 1.39% | 3.70% |
| 2010 | 0.00% | 3.27% |
| 2009 | 0.00% | 3.70% |
| 2008 | 0.00% | 7.98% |
| 2007 | 0.00% | 6.58% |
| 2006 | 0.00% | 5.89% |
| 2005 | 0.00% | 6.21% |
| 2004 | 0.00% | 6.11% |
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