IYYvsSCHBETF Comparison
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iShares Dow Jones U.S. ETF (IYY) and Schwab U.S. Broad Market ETF (SCHB) belong to the same industry segment: US All Cap. IYY's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, SCHB's top sector exposures are Information Technology, Financials and Communication Services. IYY is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.03% for SCHB. IYY is up 5.21% year-to-date (YTD) with -$15M in YTD flows. SCHB performs better with 5.52% YTD performance, and +$578M in YTD flows. Run a side-by-side ETF comparison of IYY and SCHB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IYY vs SCHB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IYY SCHB | +12.61%+12.67% | +3.01%+3.10% | +5.21%+5.52% | +30.95%+31.57% | +79.37%+79.59% | +75.28%+74.01% |
| Flows | IYY SCHB | +$9M+$297M | -$23M+$545M | -$15M+$578M | +$21M+$973M | +$153M+$3.10B | +$158M+$4.97B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IYY SCHB | +15.71%+15.77% | +12.75%+12.87% | +15.19%+15.42% | +17.32%+17.50% |
| Max drawdown | IYY SCHB | -8.91%-8.92% | -8.91%-8.92% | -19.25%-19.42% | -25.44%-25.37% |
| Max drawdown duration | IYY SCHB | 76d76d | 76d76d | 126d127d | 709d711d |
Trading data
IYY | SCHB | |
Last sale 4/28/2026 at 4:28 PM | $172.81 | $27.40 |
| Previous close 04/27/2026 | $174.01 | $27.61 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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IYY | SCHB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/28/2026 at 4:28 PM
Live
Closed
IYY | SCHB | |
|---|---|---|
| Last price | $172.81 | $27.40 |
| 1D performance | -0.69% | -0.76% |
| AuM | $2.85 B | $40.79 B |
| E/R | 0.2% | 0.03% |
Characteristics
IYY | SCHB | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | Dow Jones U.S. Index | Dow Jones U.S. Broad Stock Market Index |
| N° of holdings | 878 | 1394 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 12, 2000 | November 3, 2009 |
| ESG | No | No |
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Exposure
Countries
IYY
USA
96.54%
Other
3.46%
SCHB
USA
96.71%
Other
3.29%
Sectors
IYY
Information Techn.
32.79%
Financials
10.59%
Consumer Discreti.
9.96%
Communication Ser.
9.67%
Health Care
9.39%
Industrials
8.73%
Other
18.87%
SCHB
Information Techn.
33.59%
Financials
10.47%
Communication Ser.
9.86%
Consumer Discreti.
9.74%
Health Care
9.47%
Industrials
8.12%
Other
18.75%
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Diversification
IYY
Total weight of top 15 holdings out of 15
39.4%
SCHB
Total weight of top 15 holdings out of 15
40.63%
Top 15 holdings
Data as of March 31, 2026
IYY
NVIDIA
7.02%
APPLE
6.18%
MICROSOFT-T
4.56%
AMAZON.COM INC
3.37%
ALPHABET INC-CL
2.77%
BROADCOM LIMITED
2.43%
ALPHABET INC-CL
2.22%
META PLATFORMS
2.07%
TESLA
1.73%
BERKSHIRE HATHWAY
1.46%
JPMORGAN CHASE
1.31%
LILLY
1.21%
EXXON
1.18%
JOHNSON&JOHNSON
0.98%
WALMART INC
0.90%
SCHB
NVIDIA
7.25%
APPLE
6.47%
MICROSOFT-T
4.71%
AMAZON.COM INC
3.53%
ALPHABET INC-CL
2.83%
BROADCOM LIMITED
2.55%
ALPHABET INC-CL
2.29%
META PLATFORMS
2.06%
TESLA
1.79%
BERKSHIRE HATHWAY
1.50%
JPMORGAN CHASE
1.35%
EXXON
1.20%
LILLY
1.18%
JOHNSON&JOHNSON
0.99%
WALMART INC
0.93%
Frequently asked questions about IYY and SCHB
How have the IYY and SCHB ETFs performed in 2026?
As of April 27, 2026, IYY is up 5.21% year-to-date (YTD), while SCHB has returned 5.52%. That puts SCHB better performer ahead so far this year.
Which ETF is attracting more investor money: IYY or SCHB?
Year-to-date, the IYY ETF saw -$15M in flows, compared to +$578M for SCHB.
Which ETF is more volatile: IYY or SCHB?
Over the past year, IYY had a volatility of 12.75%, while SCHB experienced 12.87%.
Which ETF is bigger: IYY or SCHB?
As of April 27, 2026, IYY holds $2.85 B in assets under management (AUM), while SCHB manages $40.79 B.
What sectors do the IYY and SCHB ETFs invest in?
IYY leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, SCHB focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the IYY ETF and SCHB ETF?
IYY top holdings include NVIDIA, APPLE and MICROSOFT-T. SCHB holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IYY or SCHB?
IYY holds 963 securities with 39.4% of its assets in the top 15. SCHB has 1558 securities and a top 15 weight of 40.63%.
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Latest news about IYY & SCHB
Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch
October 24, 2024
SCHB
ETF Tax Loss Harvesting: How to Use the ETF Central Comparison Tool
October 18, 2024
SCHB
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