SCHD vs. IYC ETF Comparison

Comparison of Schwab US Dividend Equity ETF (SCHD) to iShares U.S. Consumer Services ETF (IYC)

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

$29.39

Average Daily Volume

10,631,501

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IYC

iShares U.S. Consumer Services ETF

IYC Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. 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. It seeks to track the investment results of the Dow Jones U.S. Consumer Services Index (the "underlying index"), which measures the performance of the consumer services sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$97.04

Average Daily Volume

99,970

Number of Holdings ^*

173

* may have additional holdings in another (foreign) market

Performance

Period	SCHD	IYC
30 Days	4.83%	9.73%
60 Days	5.72%	9.74%
90 Days	7.00%	16.11%
12 Months	28.00%	36.93%

14 Overlapping Holdings

Symbol	Grade	Weight in SCHD	Weight in IYC	Overlap
BBY	D	0.64%	0.3%	0.3%
CRI	F	0.07%	0.03%	0.03%
DKS	C	0.43%	0.18%	0.18%
DRI	B	0.75%	0.31%	0.31%
F	C	1.62%	0.7%	0.7%
HD	A	4.24%	4.46%	4.24%
HRB	D	0.3%	0.12%	0.12%
IPG	C	0.41%	0.17%	0.17%
LEG	D	0.06%	0.02%	0.02%
MTN	C	0.26%	0.11%	0.11%
NXST	C	0.2%	0.08%	0.08%
TPR	A	0.49%	0.21%	0.21%
WEN	D	0.11%	0.05%	0.05%
WHR	B	0.23%	0.09%	0.09%

SCHD Overweight 85 Positions Relative to IYC

Symbol	Grade	Weight
BMY	B	4.48%
CSCO	A	4.47%
BLK	C	4.46%
CVX	B	4.39%
VZ	B	3.93%
TXN	D	3.75%
UPS	C	3.7%
MO	A	3.69%
LMT	D	3.59%
PEP	F	3.43%
PFE	D	3.39%
AMGN	D	3.36%
KO	D	3.35%
ABBV	D	3.29%
USB	A	3.04%
EOG	C	3.01%
OKE	C	2.54%
FAST	B	1.8%
VLO	C	1.77%
KMB	C	1.76%
PAYX	B	1.74%
MTB	B	1.37%
FITB	B	1.22%
TROW	A	1.01%
HSY	F	0.99%
HBAN	B	0.97%
RF	B	0.92%
CINF	A	0.91%
PKG	B	0.84%
LYB	F	0.81%
CTRA	B	0.77%
SNA	A	0.72%
KEY	A	0.69%
WSO	A	0.66%
CF	B	0.63%
FNF	B	0.6%
AMCR	D	0.57%
EWBC	B	0.56%
SWKS	F	0.51%
UNM	A	0.5%
CHRW	C	0.49%
CMA	A	0.35%
ZION	B	0.33%
APA	F	0.31%
SNV	B	0.31%
RHI	C	0.29%
COLB	B	0.24%
DINO	F	0.24%
JHG	A	0.22%
OZK	B	0.19%
RDN	C	0.19%
WU	D	0.14%
CATY	B	0.14%
MSM	C	0.14%
IBOC	B	0.14%
APAM	B	0.13%
BOH	B	0.12%
HUN	F	0.12%
CVBF	B	0.11%
BANR	B	0.1%
HTLF	B	0.1%
NSP	F	0.1%
CNS	B	0.1%
OFG	B	0.08%
LKFN	B	0.07%
NWBI	B	0.07%
CHCO	B	0.07%
FCF	B	0.07%
VRTS	B	0.06%
STBA	B	0.06%
GABC	B	0.05%
BKE	B	0.05%
FBMS	B	0.04%
PFC	B	0.04%
KFRC	C	0.04%
CBRL	C	0.04%
SRCE	B	0.04%
OXM	D	0.04%
AMSF	B	0.04%
PFBC	B	0.04%
ETD	C	0.03%
CPF	B	0.03%
HFWA	B	0.03%
CWEN	C	0.03%
GES	F	0.02%

SCHD Underweight 159 Positions Relative to IYC

Symbol	Grade	Weight
AMZN	C	-14.29%
TSLA	B	-8.66%
NFLX	B	-4.53%
COST	B	-4.5%
WMT	B	-4.38%
MCD	D	-3.38%
DIS	B	-3.33%
BKNG	B	-2.74%
LOW	C	-2.39%
UBER	D	-2.24%
TJX	A	-2.19%
SBUX	B	-1.8%
NKE	F	-1.43%
CMG	B	-1.29%
TGT	F	-1.16%
ORLY	B	-1.12%
MAR	A	-1.03%
HLT	A	-0.99%
GM	B	-0.99%
ABNB	C	-0.93%
RCL	B	-0.9%
TTD	B	-0.85%
AZO	C	-0.85%
CPRT	A	-0.79%
DHI	D	-0.78%
ROST	C	-0.74%
EA	C	-0.72%
DAL	B	-0.67%
LEN	C	-0.65%
YUM	B	-0.6%
LULU	C	-0.59%
TTWO	B	-0.52%
GRMN	A	-0.52%
UAL	B	-0.5%
EBAY	C	-0.5%
TSCO	C	-0.47%
CPNG	D	-0.45%
CVNA	B	-0.44%
PHM	C	-0.43%
RBLX	C	-0.43%
DECK	A	-0.43%
NVR	D	-0.41%
CCL	B	-0.4%
WBD	C	-0.37%
EXPE	B	-0.36%
LYV	A	-0.34%
DKNG	C	-0.32%
OMC	C	-0.31%
LUV	B	-0.31%
BURL	B	-0.28%
LVS	C	-0.28%
WSM	B	-0.28%
FWONK	A	-0.27%
DG	F	-0.27%
GPC	D	-0.27%
ULTA	F	-0.26%
DPZ	C	-0.25%
TOL	A	-0.25%
EL	F	-0.24%
APTV	F	-0.23%
POOL	C	-0.22%
ROL	B	-0.22%
TXRH	A	-0.21%
DLTR	D	-0.21%
SCI	A	-0.2%
DUOL	B	-0.19%
KMX	B	-0.19%
NWSA	B	-0.18%
NCLH	B	-0.18%
BJ	B	-0.18%
TKO	B	-0.17%
GME	C	-0.17%
FND	C	-0.17%
FOXA	C	-0.17%
CAVA	C	-0.17%
CHDN	B	-0.16%
MUSA	B	-0.16%
WING	F	-0.16%
ARMK	A	-0.16%
LKQ	D	-0.16%
LAD	B	-0.16%
WYNN	D	-0.15%
AAL	B	-0.15%
NYT	C	-0.14%
PLNT	B	-0.14%
HAS	D	-0.14%
MGM	F	-0.14%
TPX	A	-0.14%
SKX	D	-0.13%
CZR	D	-0.13%
LNW	D	-0.13%
RL	B	-0.13%
RIVN	D	-0.13%
WH	A	-0.12%
BWA	C	-0.12%
SN	D	-0.11%
ELF	C	-0.11%
ALK	A	-0.11%
H	A	-0.11%
GNTX	C	-0.11%
VFC	C	-0.11%
BBWI	C	-0.11%
LYFT	C	-0.1%
UHAL	D	-0.1%
PARA	C	-0.1%
SIRI	C	-0.1%
SITE	C	-0.1%
MAT	D	-0.1%
BFAM	F	-0.1%
BROS	B	-0.09%
OLLI	C	-0.09%
PVH	C	-0.09%
THO	B	-0.09%
FOX	B	-0.09%
CROX	F	-0.09%
ETSY	D	-0.09%
LOPE	B	-0.08%
RH	B	-0.08%
BYD	B	-0.08%
VVV	F	-0.08%
LEA	F	-0.08%
CHH	A	-0.07%
MSGS	B	-0.07%
M	D	-0.07%
AN	B	-0.07%
GAP	C	-0.07%
FIVE	D	-0.07%
TNL	A	-0.06%
NWS	B	-0.06%
NWL	A	-0.06%
W	D	-0.06%
HOG	F	-0.06%
PAG	B	-0.05%
PENN	C	-0.05%
LLYVK	A	-0.05%
VAC	B	-0.05%
YETI	C	-0.05%
PII	F	-0.05%
JWN	A	-0.04%
AAP	C	-0.04%
CPRI	F	-0.04%
COTY	F	-0.04%
COLM	A	-0.04%
UA	C	-0.03%
FWONA	A	-0.03%
CAR	C	-0.03%
QS	F	-0.03%
UAA	C	-0.03%
LEN	C	-0.03%
BIRK	C	-0.03%
KSS	F	-0.03%
LCID	F	-0.03%
AS	B	-0.02%
DDS	B	-0.02%
LLYVA	A	-0.02%
TRIP	F	-0.02%
UHAL	D	-0.01%
PLTK	B	-0.01%
PARAA	C	-0.0%

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