ILCG vs. SCHD
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and Schwab US Dividend Equity ETF (SCHD).
ILCG and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ILCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Broad Growth Index Gross. It was launched on Jun 28, 2004. 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 ILCG 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: ILCG or SCHD.
Performance
ILCG vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, ILCG achieves a 31.64% return, which is significantly higher than SCHD's 15.97% return. Over the past 10 years, ILCG has outperformed SCHD with an annualized return of 15.45%, while SCHD has yielded a comparatively lower 11.38% annualized return.
ILCG
31.64%
3.34%
15.01%
37.50%
18.01%
15.45%
SCHD
15.97%
-0.59%
10.25%
24.77%
12.66%
11.38%
Key characteristics
| ILCG | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.29 | 2.29 |
| Sortino Ratio | 2.96 | 3.31 |
| Omega Ratio | 1.42 | 1.40 |
| Calmar Ratio | 3.04 | 3.38 |
| Martin Ratio | 12.37 | 12.42 |
| Ulcer Index | 3.15% | 2.04% |
| Daily Std Dev | 17.04% | 11.07% |
| Max Drawdown | -52.98% | -33.37% |
| Current Drawdown | -1.32% | -1.78% |
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ILCG vs. SCHD - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between ILCG and SCHD is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
ILCG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) 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
ILCG vs. SCHD - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.52%, less than SCHD's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.52% | 0.69% | 0.76% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% | 0.94% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
ILCG vs. SCHD - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ILCG and SCHD. For additional features, visit the drawdowns tool.
Volatility
ILCG vs. SCHD - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 5.72% compared to Schwab US Dividend Equity ETF (SCHD) at 3.42%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.