Key Differences
| Feature | IVV | SCHD |
|---|---|---|
| Expense Ratio | 0.03% | 0.06% |
| Dividend Yield | 1.2% | 3.4% |
| Holdings | 500+ | 100+ |
| Index Tracked | S&P 500 Index | Dow Jones U.S. Dividend 100 Index |
| Inception Date | 2000-05-15 | 2011-10-20 |
IVV vs SCHD: Which Is Better?
IVV and SCHD are both widely used by ETF investors, but they serve different portfolio roles depending on diversification goals, sector exposure, and long-term strategy.
IVV is designed for investors seeking broad U.S. large-cap exposure and tracks S&P 500 Index. It is commonly used in portfolios focused on us large cap allocations.
SCHD is designed for investors seeking high-yield US stocks with strong financials exposure and tracks Dow Jones U.S. Dividend 100 Index. It is commonly used in portfolios focused on us large cap value allocations.
Portfolio Overlap
Understanding how much IVV and SCHD overlap in their underlying holdings is key to evaluating whether combining them adds diversification or creates redundancy in your portfolio.
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