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 PerformanceITOT has outperformed SCHD, delivering a return of +12.2% compared to +9.6%
SCHD vs ITOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHD
$96B
ITOT
$94B
Expense Ratio
SCHD
0.06%
Winner
ITOT
0.03%
Max Drawdown
Winner
SCHD
33.37%
ITOT
56.33%
Sharpe Ratio
Winner
SCHD
2.14
ITOT
1.41
5Y Beta
Winner
SCHD
0.52
ITOT
0.99
P/E Ratio
Winner
SCHD
18.19
ITOT
27.57
Forward P/E
Winner
SCHD
15.13
ITOT
20.73
PEG Ratio
SCHD
0.75
ITOT
N/A
5Y Dividends CAGR
Winner
SCHD
8.35%
ITOT
6.51%
5Y EPS CAGR
SCHD
9.15%
Winner
ITOT
25.32%
Debt to Equity
Winner
SCHD
43.73%
ITOT
49.58%
P/S Ratio
Winner
SCHD
1.82
ITOT
3.41
P/B Ratio
Winner
SCHD
3.71
ITOT
5.21
SCHD vs ITOT - Holdings Comparison
SCHD and ITOT have 77 common holdings. Overlap is 7.04%
SCHD's top 25 holdings weight is 78.79%. ITOT's top 25 holdings weight is 45.60%.
| Rank | SCHD | ITOT |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.53% | NVIDIA CORP (NVDA) - 6.81% |
| #2 | ABBOTT LABORATORIES (ABT) - 4.48% | APPLE INC (AAPL) - 6.64% |
| #3 | MERCK & CO INC (MRK) - 4.31% | MICROSOFT CORP (MSFT) - 4.13% |
| #4 | AMGEN INC (AMGN) - 4.24% | AMAZON.COM INC (AMZN) - 3.38% |
| #5 | THE HOME DEPOT INC (HD) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #6 | PROCTER & GAMBLE CO (PG) - 4.13% | BROADCOM INC (AVGO) - 2.48% |
| #7 | COCA-COLA CO (KO) - 4.07% | ALPHABET INC CLASS C (GOOG) - 2.30% |
| #8 | CHEVRON CORP (CVX) - 3.94% | META PLATFORMS INC CLASS A (META) - 1.96% |
| #9 | PEPSICO INC (PEP) - 3.71% | TESLA INC (TSLA) - 1.44% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 3.69% | MICRON TECHNOLOGY INC (MU) - 1.35% |
| #11 | CONOCOPHILLIPS (COP) - 3.69% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 3.67% | ELI LILLY AND CO (LLY) - 1.25% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 3.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #14 | ALTRIA GROUP INC (MO) - 3.14% | ADVANCED MICRO DEVICES INC (AMD) - 1.14% |
| #15 | QUALCOMM INC (QCOM) - 2.72% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.85% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.65% | JOHNSON & JOHNSON (JNJ) - 0.83% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.54% | VISA INC CLASS A (V) - 0.83% |
| #18 | BLACKSTONE INC (BX) - 2.38% | WALMART INC (WMT) - 0.68% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.24% | INTEL CORP (INTC) - 0.63% |
| #20 | ACCENTURE PLC CLASS A (ACN) - 2.23% | ABBVIE INC (ABBV) - 0.62% |
| #21 | COMCAST CORP CLASS A (CMCSA) - 2.19% | CISCO SYSTEMS INC (CSCO) - 0.61% |
| #22 | EOG RESOURCES INC (EOG) - 1.97% | MASTERCARD INC CLASS A (MA) - 0.61% |
| #23 | SLB LTD (SLB) - 1.80% | APPLIED MATERIALS INC (AMAT) - 0.58% |
| #24 | TARGET CORP (TGT) - 1.62% | COSTCO WHOLESALE CORP (COST) - 0.57% |
| #25 | ONEOK INC (OKE) - 1.49% | CATERPILLAR INC (CAT) - 0.55% |
| Total Holdings | 103 | 1893 |
SCHD vs ITOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+4.53%
ITOT
+1.99%
3M
Winner
SCHD
+7.29%
ITOT
+4.99%
6M
SCHD
+8.85%
Winner
ITOT
+11.91%
1Y
Winner
SCHD
+30.93%
ITOT
+23.14%
5Y(CAGR)
SCHD
+9.57%
Winner
ITOT
+12.19%
10Y(CAGR)
SCHD
+12.75%
Winner
ITOT
+14.78%
Max(CAGR)
Winner
SCHD
+13.44%
ITOT
+10.73%
SCHD vs ITOT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | ITOT |
|---|---|---|
| 2026 | +23.53% | +13.40% |
| 2025 | +4.56% | +17.22% |
| 2024 | +10.86% | +24.65% |
| 2023 | +4.71% | +26.70% |
| 2022 | -3.21% | -19.95% |
| 2021 | +31.74% | +27.30% |
| 2020 | +14.78% | +19.80% |
| 2019 | +27.28% | +30.74% |
| 2018 | -5.85% | -5.98% |
| 2017 | +20.20% | +20.37% |
| 2016 | +17.78% | +14.31% |
| 2015 | -0.21% | +0.99% |
| 2014 | +12.79% | +14.13% |
| 2013 | +30.09% | +29.61% |
| 2012 | +10.39% | +14.27% |
| 2011 | +5.31% | +0.56% |
| 2010 | N/A | +14.37% |
| 2009 | N/A | +23.36% |
| 2008 | N/A | -35.62% |
| 2007 | N/A | +5.37% |
| 2006 | N/A | +13.36% |
| 2005 | N/A | +6.51% |
| 2004 | N/A | +8.91% |
SCHD vs ITOT Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 1118 trading sessions.
The current SCHD drawdown is -0.56%. The current ITOT drawdown is -0.44%.
| Rank | SCHD | ITOT |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -55.21% Oct 9, 2007 - Mar 16, 2012 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -35.00% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -25.35% Jan 3, 2022 - Dec 18, 2023 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -20.11% Sep 20, 2018 - Apr 23, 2019 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -14.40% May 21, 2015 - Jun 2, 2016 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -9.88% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -9.81% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -9.62% Jul 19, 2007 - Oct 5, 2007 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -9.37% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -8.14% May 9, 2006 - Sep 26, 2006 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -7.87% Mar 5, 2004 - Nov 4, 2004 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -7.39% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between SCHD and ITOT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
SCHD vs ITOT dividend yield comparison.
| Year | SCHD | ITOT |
|---|---|---|
| 2026 | 1.51% | 0.44% |
| 2025 | 3.82% | 1.11% |
| 2024 | 3.64% | 1.23% |
| 2023 | 3.49% | 1.47% |
| 2022 | 3.39% | 1.66% |
| 2021 | 2.78% | 1.18% |
| 2020 | 3.16% | 1.41% |
| 2019 | 2.98% | 1.88% |
| 2018 | 3.06% | 2.14% |
| 2017 | 2.63% | 1.69% |
| 2016 | 2.89% | 1.83% |
| 2015 | 2.97% | 2.01% |
| 2014 | 2.63% | 1.71% |
| 2013 | 2.47% | 1.69% |
| 2012 | 2.86% | 1.94% |
| 2011 | 0.47% | 1.85% |
| 2010 | 0.00% | 1.64% |
| 2009 | 0.00% | 1.85% |
| 2008 | 0.00% | 2.69% |
| 2007 | 0.00% | 1.65% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.53% |
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