SCHD vs. IGE ETF Comparison
Comparison of Schwab US Dividend Equity ETF (SCHD) to iShares North American Natural Resources ETF (IGE)
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.35
Average Daily Volume
10,548,654
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
IGE
iShares North American Natural Resources ETF
IGE Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P North American Natural Resources Sector IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded stocks of natural resource-related companies in the United States and Canada. Components primarily include energy, materials, metals and mining and oil and gas companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.01
Average Daily Volume
117,333
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | SCHD | IGE |
|---|---|---|
| 30 Days | 3.78% | 6.08% |
| 60 Days | 4.60% | 7.98% |
| 90 Days | 6.37% | 7.74% |
| 12 Months | 27.79% | 22.56% |
SCHD Overweight 90 Positions Relative to IGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | C | 4.53% | |
| BMY | B | 4.49% | |
| CSCO | B | 4.47% | |
| HD | A | 4.27% | |
| TXN | C | 3.87% | |
| VZ | C | 3.78% | |
| UPS | C | 3.69% | |
| MO | A | 3.63% | |
| LMT | D | 3.6% | |
| PEP | F | 3.55% | |
| PFE | D | 3.51% | |
| AMGN | D | 3.43% | |
| KO | D | 3.31% | |
| ABBV | D | 3.3% | |
| USB | A | 2.99% | |
| FAST | B | 1.79% | |
| PAYX | C | 1.78% | |
| KMB | D | 1.69% | |
| F | C | 1.65% | |
| MTB | A | 1.36% | |
| FITB | A | 1.23% | |
| TROW | B | 1.02% | |
| HSY | F | 1.01% | |
| HBAN | A | 0.97% | |
| RF | A | 0.92% | |
| CINF | A | 0.89% | |
| LYB | F | 0.81% | |
| DRI | B | 0.77% | |
| SNA | A | 0.72% | |
| KEY | B | 0.69% | |
| BBY | D | 0.67% | |
| WSO | A | 0.64% | |
| CF | B | 0.6% | |
| FNF | B | 0.6% | |
| EWBC | A | 0.55% | |
| TPR | B | 0.51% | |
| SWKS | F | 0.51% | |
| CHRW | C | 0.5% | |
| UNM | A | 0.49% | |
| DKS | C | 0.44% | |
| IPG | D | 0.42% | |
| CMA | A | 0.35% | |
| ZION | B | 0.34% | |
| SNV | B | 0.31% | |
| HRB | D | 0.31% | |
| RHI | B | 0.3% | |
| MTN | C | 0.26% | |
| COLB | A | 0.25% | |
| WHR | B | 0.24% | |
| JHG | A | 0.22% | |
| RDN | C | 0.2% | |
| NXST | C | 0.2% | |
| OZK | B | 0.19% | |
| IBOC | A | 0.15% | |
| MSM | C | 0.15% | |
| WU | D | 0.14% | |
| CATY | B | 0.14% | |
| APAM | B | 0.13% | |
| BOH | B | 0.12% | |
| WEN | D | 0.12% | |
| HUN | F | 0.12% | |
| CVBF | A | 0.11% | |
| BANR | B | 0.1% | |
| HTLF | B | 0.1% | |
| CNS | B | 0.1% | |
| NSP | D | 0.1% | |
| OFG | B | 0.08% | |
| NWBI | B | 0.07% | |
| LKFN | B | 0.07% | |
| FCF | A | 0.07% | |
| CHCO | B | 0.07% | |
| CRI | D | 0.07% | |
| BKE | B | 0.06% | |
| LEG | F | 0.06% | |
| VRTS | B | 0.06% | |
| STBA | B | 0.06% | |
| GABC | B | 0.05% | |
| FBMS | B | 0.04% | |
| PFC | A | 0.04% | |
| KFRC | D | 0.04% | |
| CBRL | C | 0.04% | |
| SRCE | B | 0.04% | |
| AMSF | B | 0.04% | |
| OXM | D | 0.04% | |
| PFBC | B | 0.04% | |
| ETD | C | 0.03% | |
| CPF | A | 0.03% | |
| CWEN | C | 0.03% | |
| HFWA | B | 0.03% | |
| GES | F | 0.02% |
SCHD Underweight 90 Positions Relative to IGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -9.88% | |
| COP | C | -4.5% | |
| WMB | A | -2.5% | |
| FCX | D | -2.3% | |
| SLB | C | -2.28% | |
| PSX | C | -2.01% | |
| MPC | D | -1.96% | |
| KMI | A | -1.91% | |
| LNG | B | -1.76% | |
| NEM | D | -1.73% | |
| BKR | B | -1.59% | |
| TRGP | B | -1.55% | |
| HES | B | -1.48% | |
| VMC | B | -1.38% | |
| MLM | B | -1.33% | |
| OXY | D | -1.26% | |
| FANG | D | -1.26% | |
| HAL | C | -0.98% | |
| TPL | A | -0.95% | |
| EQT | B | -0.94% | |
| SW | A | -0.92% | |
| DVN | F | -0.91% | |
| EXE | B | -0.73% | |
| IP | B | -0.73% | |
| BALL | D | -0.7% | |
| AVY | D | -0.6% | |
| MRO | B | -0.6% | |
| FTI | A | -0.45% | |
| OVV | B | -0.44% | |
| ATR | B | -0.43% | |
| CCK | C | -0.4% | |
| AA | B | -0.39% | |
| EXP | A | -0.38% | |
| PR | B | -0.36% | |
| DTM | B | -0.36% | |
| RGLD | C | -0.34% | |
| AR | B | -0.33% | |
| GPK | C | -0.31% | |
| CHRD | D | -0.3% | |
| RRC | B | -0.3% | |
| BERY | B | -0.28% | |
| LPX | B | -0.26% | |
| MTDR | B | -0.25% | |
| NOV | C | -0.24% | |
| WFRD | D | -0.23% | |
| CHX | C | -0.22% | |
| SUM | B | -0.21% | |
| CNX | A | -0.21% | |
| KNF | A | -0.2% | |
| SM | B | -0.19% | |
| AM | A | -0.19% | |
| MGY | A | -0.19% | |
| VNOM | A | -0.19% | |
| NE | C | -0.18% | |
| SON | D | -0.18% | |
| CIVI | D | -0.17% | |
| MUR | D | -0.17% | |
| WHD | B | -0.16% | |
| SLGN | A | -0.16% | |
| SEE | C | -0.16% | |
| AROC | B | -0.15% | |
| CRC | B | -0.15% | |
| NOG | A | -0.15% | |
| BTU | B | -0.13% | |
| RIG | D | -0.13% | |
| HL | D | -0.13% | |
| CEIX | A | -0.12% | |
| HP | B | -0.12% | |
| VAL | D | -0.12% | |
| LBRT | D | -0.11% | |
| SLVM | B | -0.11% | |
| PTEN | C | -0.11% | |
| UEC | B | -0.11% | |
| PBF | D | -0.11% | |
| TDW | F | -0.09% | |
| OI | C | -0.08% | |
| GPOR | B | -0.08% | |
| MP | B | -0.08% | |
| KOS | F | -0.07% | |
| WKC | D | -0.06% | |
| INSW | F | -0.06% | |
| GEF | A | -0.06% | |
| CRK | B | -0.05% | |
| AESI | B | -0.05% | |
| XPRO | F | -0.05% | |
| KGS | B | -0.04% | |
| NFE | D | -0.04% | |
| PTVE | B | -0.02% | |
| CVI | F | -0.02% | |
| MAGN | F | -0.01% |
SCHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Home Furnishings & Fixtures
Oil & Gas E&P
Restaurants
Staffing & Outsourcing Services
Apparel Manufacturing
Apparel Stores
Beverages - Soft Drinks
Industrial Distribution
Insurance - Property & Casualty
Insurance - Specialty
Integrated Shipping & Logistics
Oil & Gas Refining & Marketing
Packaging & Containers
Savings & Cooperative Banks
Semiconductors
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Commercial Bank
Deposit Products
Investment Management
Cash Management
Cash Management Services
Real Estate Loans
Card Services
Individual Retirement Account
Nasdaq 100
Retail Banking
Trust Services
Clothing
Credit Card Services
Dow Jones Component
Insurance
Banking Services
IGE: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Packaging & Containers
Oil & Gas Equipment & Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Building Materials
Oil & Gas Drilling
Gold
Coal
Oil & Gas Integrated
Paper & Paper Products
Aluminum
Business Equipment
Copper
Industrial Metals & Minerals
Oil & Gas Pipelines
Other Industrial Metals & Mining
Real Estate - General
Shipping & Ports
Utilities - Regulated Gas
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