ITOT, SCHB Match at 0.03% Fees and 22.3% Returns in Broad U.S. ETF Comparison
Updated
Updated · Yahoo Finance · Aug 15
ITOT, SCHB Match at 0.03% Fees and 22.3% Returns in Broad U.S. ETF Comparison
2 articles · Updated · Yahoo Finance · Aug 15
Summary
0.03% expense ratios and 22.3% one-year returns left iShares ITOT and Schwab SCHB effectively tied in a latest comparison of broad U.S. stock-market ETFs.
Both funds target near-total U.S. equity exposure through slightly different indexes, pairing 1.0% dividend yields with almost identical risk metrics, including roughly 1.0 beta and a -25.4% five-year max drawdown.
2,448 holdings in ITOT versus 2,384 in SCHB produced very similar portfolios, with technology dominating at 35%-37% and Nvidia, Apple and Microsoft as the top positions in both.
Five-year growth of $1,000 was nearly the same at $1,792 for ITOT and $1,794 for SCHB, reinforcing the report's view that either can serve as a core long-term U.S. equity holding.