IGLB vs. SCHD
Compare and contrast key facts about iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) and Schwab US Dividend Equity ETF (SCHD).
IGLB and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGLB is a passively managed fund by iShares that tracks the performance of the ICE BofAML10+ Year US Corporate Index. It was launched on Dec 8, 2009. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both IGLB and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGLB or SCHD.
Correlation
The correlation between IGLB and SCHD is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IGLB vs. SCHD - Performance Comparison
Key characteristics
IGLB:
0.48
SCHD:
-0.07
IGLB:
0.73
SCHD:
-0.00
IGLB:
1.08
SCHD:
1.00
IGLB:
0.20
SCHD:
-0.08
IGLB:
1.19
SCHD:
-0.29
IGLB:
4.04%
SCHD:
3.36%
IGLB:
10.00%
SCHD:
13.82%
IGLB:
-34.12%
SCHD:
-33.37%
IGLB:
-17.96%
SCHD:
-12.81%
Returns By Period
In the year-to-date period, IGLB achieves a 3.08% return, which is significantly higher than SCHD's -6.63% return. Over the past 10 years, IGLB has underperformed SCHD with an annualized return of 1.95%, while SCHD has yielded a comparatively higher 10.29% annualized return.
IGLB
3.08%
-0.30%
-2.18%
4.64%
0.13%
1.95%
SCHD
-6.63%
-9.06%
-8.76%
0.03%
15.34%
10.29%
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IGLB vs. SCHD - Expense Ratio Comparison
Both IGLB and SCHD have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IGLB vs. SCHD — Risk-Adjusted Performance Rank
IGLB
SCHD
IGLB vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) and Schwab US Dividend Equity ETF (SCHD). 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.
Dividends
IGLB vs. SCHD - Dividend Comparison
IGLB's dividend yield for the trailing twelve months is around 5.06%, more than SCHD's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | 5.06% | 5.10% | 4.59% | 4.56% | 3.16% | 3.22% | 3.73% | 4.56% | 3.94% | 4.21% | 4.58% | 4.12% |
SCHD Schwab US Dividend Equity ETF | 4.11% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
IGLB vs. SCHD - Drawdown Comparison
The maximum IGLB drawdown since its inception was -34.12%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IGLB and SCHD. For additional features, visit the drawdowns tool.
Volatility
IGLB vs. SCHD - Volatility Comparison
The current volatility for iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) is 2.24%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.05%. This indicates that IGLB experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.