IYR vs. SCHD
Compare and contrast key facts about iShares U.S. Real Estate ETF (IYR) and Schwab US Dividend Equity ETF (SCHD).
IYR and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000. 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 IYR 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: IYR or SCHD.
Correlation
The correlation between IYR and SCHD is 1.00, 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.
Performance
IYR vs. SCHD - Performance Comparison
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Key characteristics
IYR:
9.70%
SCHD:
10.77%
IYR:
-1.18%
SCHD:
-0.97%
IYR:
-0.52%
SCHD:
-0.27%
Returns By Period
IYR
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SCHD
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IYR vs. SCHD - Expense Ratio Comparison
IYR has a 0.42% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
IYR vs. SCHD — Risk-Adjusted Performance Rank
IYR
SCHD
IYR vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Real Estate ETF (IYR) 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.
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Dividends
IYR vs. SCHD - Dividend Comparison
IYR's dividend yield for the trailing twelve months is around 2.56%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR iShares U.S. Real Estate ETF | 2.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYR vs. SCHD - Drawdown Comparison
The maximum IYR drawdown since its inception was -1.18%, which is greater than SCHD's maximum drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for IYR and SCHD. For additional features, visit the drawdowns tool.
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Volatility
IYR vs. SCHD - Volatility Comparison
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