IYYvsSCHXETF Comparison
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iShares Dow Jones U.S. ETF (IYY) belongs to the US All Cap segment. Schwab U.S. Large-Cap ETF (SCHX) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. IYY is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.03% for SCHX. IYY is up 13.89% year-to-date (YTD) with -$61M in YTD flows. SCHX performs worse with 13.79% YTD performance, and +$3.05B in YTD flows. Run a side-by-side ETF comparison of IYY and SCHX 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 SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IYY SCHX | +0.83%+0.80% | +4.16%+4.17% | +13.89%+13.79% | +13.19%+13.06% | +91.54%+92.69% | +73.02%+75.56% |
| Flows | IYY SCHX | -$38M+$86M | -$28M+$732M | -$61M+$3.05B | -$53M+$3.94B | +$132M+$12.67B | +$90M+$14.40B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IYY SCHX | +11.25%+11.26% | +12.94%+12.86% | +15.17%+15.24% | +17.37%+17.38% |
| Max drawdown | IYY SCHX | -3.24%-3.18% | -8.91%-9.01% | -19.25%-19.16% | -25.44%-25.39% |
| Max drawdown duration | IYY SCHX | 53d53d | 76d92d | 126d126d | 709d715d |
Trading data
IYY | SCHX | |
Last sale 10/29/2026 at 1:30 PM | $187.06 | $30.29 |
| Previous close 10/28/2026 | $187.71 | $30.39 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IYY | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
IYY | SCHX | |
|---|---|---|
| Last price | $187.06 | $30.29 |
| 1D performance | -0.35% | -0.33% |
| AuM | $3.02 B | $74.78 B |
| E/R | 0.2% | 0.03% |
Characteristics
IYY | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | Dow Jones U.S. Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 951 | 691 |
| 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
97.46%
Other
2.54%
SCHX
USA
97.69%
Other
2.31%
Sectors
IYY
Technology
43.66%
Finance
14.17%
Healthcare
9.18%
Consumer Non-Cycl.
8.6%
Industrials
7.76%
Other
16.62%
SCHX
Technology
44.45%
Finance
14%
Healthcare
9.34%
Consumer Non-Cycl.
9.05%
Industrials
7.42%
Other
15.75%
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Diversification
IYY
Total weight of top 15 holdings out of 15
41.18%
SCHX
Total weight of top 15 holdings out of 15
43.5%
Top 15 holdings
Data as of August 31, 2026
IYY
NVIDIA Corp.
7.53%
Apple, Inc.
6.55%
Microsoft Corp.
5.31%
Amazon.com, Inc.
3.58%
Alphabet, Inc.
2.80%
Broadcom Inc.
2.47%
Alphabet, Inc.
2.23%
Meta Platforms, Inc.
1.77%
Micron Technology, Inc.
1.52%
Tesla, Inc.
1.46%
JPMorgan Chase & Co.
1.34%
Berkshire Hathaway, Inc.
1.30%
Eli Lilly & Co.
1.29%
Advanced Micro Devices, Inc.
1.08%
ExxonMobil Holdings Corp.
0.94%
SCHX
NVIDIA Corp.
7.81%
Apple, Inc.
6.89%
Microsoft Corp.
5.52%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.07%
Broadcom Inc.
2.56%
Alphabet, Inc.
2.44%
Meta Platforms, Inc.
1.87%
Micron Technology, Inc.
1.56%
Tesla, Inc.
1.49%
Eli Lilly & Co.
1.46%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.37%
Advanced Micro Devices, Inc.
1.17%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about IYY and SCHX
How have the IYY and SCHX ETFs performed in 2026?
As of October 28, 2026, IYY is up 13.89% year-to-date (YTD), while SCHX has returned 13.79%. That puts IYY better performer ahead so far this year.
Which ETF is attracting more investor money: IYY or SCHX?
Year-to-date, the IYY ETF saw -$61M in flows, compared to +$3.05B for SCHX.
Which ETF is more volatile: IYY or SCHX?
Over the past year, IYY had a volatility of 12.94%, while SCHX experienced 12.86%.
Which ETF is bigger: IYY or SCHX?
As of October 28, 2026, IYY holds $3.02 B in assets under management (AUM), while SCHX manages $74.78 B.
What sectors do the IYY and SCHX ETFs invest in?
IYY leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the IYY ETF and SCHX ETF?
IYY top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: IYY or SCHX?
IYY holds 961 securities with 41.18% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 43.5%.
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Latest news about IYY & SCHX
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