PortfoliosLab logoPortfoliosLab logo
IDRV vs. SCHB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IDRV vs. SCHB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Self-Driving EV and Tech ETF (IDRV) and Schwab U.S. Broad Market ETF (SCHB). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IDRV vs. SCHB - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IDRV
iShares Self-Driving EV and Tech ETF
2.49%32.24%-16.05%7.83%-36.37%26.99%59.46%7.24%
SCHB
Schwab U.S. Broad Market ETF
-3.28%16.94%23.93%26.16%-19.46%25.84%20.76%11.95%

Returns By Period

In the year-to-date period, IDRV achieves a 2.49% return, which is significantly higher than SCHB's -3.28% return.


IDRV

1D
0.88%
1M
-2.92%
YTD
2.49%
6M
5.18%
1Y
34.80%
3Y*
2.66%
5Y*
-1.76%
10Y*

SCHB

1D
0.80%
1M
-4.34%
YTD
-3.28%
6M
-1.36%
1Y
18.46%
3Y*
18.16%
5Y*
10.69%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IDRV vs. SCHB - Expense Ratio Comparison

IDRV has a 0.48% expense ratio, which is higher than SCHB's 0.03% expense ratio.


Return for Risk

IDRV vs. SCHB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDRV
IDRV Risk / Return Rank: 7171
Overall Rank
IDRV Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IDRV Sortino Ratio Rank: 7272
Sortino Ratio Rank
IDRV Omega Ratio Rank: 6363
Omega Ratio Rank
IDRV Calmar Ratio Rank: 7777
Calmar Ratio Rank
IDRV Martin Ratio Rank: 7575
Martin Ratio Rank

SCHB
SCHB Risk / Return Rank: 6060
Overall Rank
SCHB Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SCHB Sortino Ratio Rank: 5757
Sortino Ratio Rank
SCHB Omega Ratio Rank: 6161
Omega Ratio Rank
SCHB Calmar Ratio Rank: 5858
Calmar Ratio Rank
SCHB Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDRV vs. SCHB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Self-Driving EV and Tech ETF (IDRV) and Schwab U.S. Broad Market ETF (SCHB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IDRVSCHBDifference

Sharpe ratio

Return per unit of total volatility

1.27

1.01

+0.26

Sortino ratio

Return per unit of downside risk

1.88

1.53

+0.34

Omega ratio

Gain probability vs. loss probability

1.24

1.23

+0.01

Calmar ratio

Return relative to maximum drawdown

2.18

1.55

+0.63

Martin ratio

Return relative to average drawdown

8.42

7.26

+1.16

IDRV vs. SCHB - Sharpe Ratio Comparison

The current IDRV Sharpe Ratio is 1.27, which is comparable to the SCHB Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of IDRV and SCHB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


IDRVSCHBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

1.01

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

0.62

-0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.78

-0.50

Correlation

The correlation between IDRV and SCHB is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

IDRV vs. SCHB - Dividend Comparison

IDRV's dividend yield for the trailing twelve months is around 1.66%, more than SCHB's 1.17% yield.


TTM20252024202320222021202020192018201720162015
IDRV
iShares Self-Driving EV and Tech ETF
1.66%1.70%2.68%2.17%2.29%1.12%0.69%1.29%0.00%0.00%0.00%0.00%
SCHB
Schwab U.S. Broad Market ETF
1.17%1.11%1.24%1.40%1.61%1.21%1.63%1.80%2.00%1.65%1.86%2.00%

Drawdowns

IDRV vs. SCHB - Drawdown Comparison

The maximum IDRV drawdown since its inception was -53.00%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for IDRV and SCHB.


Loading graphics...

Drawdown Indicators


IDRVSCHBDifference

Max Drawdown

Largest peak-to-trough decline

-53.00%

-35.27%

-17.73%

Max Drawdown (1Y)

Largest decline over 1 year

-16.33%

-12.22%

-4.11%

Max Drawdown (5Y)

Largest decline over 5 years

-53.00%

-25.41%

-27.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.27%

Current Drawdown

Current decline from peak

-24.59%

-5.51%

-19.08%

Average Drawdown

Average peak-to-trough decline

-22.51%

-4.15%

-18.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.22%

2.60%

+1.62%

Volatility

IDRV vs. SCHB - Volatility Comparison

iShares Self-Driving EV and Tech ETF (IDRV) has a higher volatility of 9.83% compared to Schwab U.S. Broad Market ETF (SCHB) at 5.51%. This indicates that IDRV's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


IDRVSCHBDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.83%

5.51%

+4.32%

Volatility (6M)

Calculated over the trailing 6-month period

18.47%

9.78%

+8.69%

Volatility (1Y)

Calculated over the trailing 1-year period

27.42%

18.34%

+9.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.44%

17.25%

+10.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.10%

18.30%

+9.80%