IQV vs SCHD: which was the better investment?
IQVIA Holdings Inc. against Schwab U.S. Dividend Equity ETF on real daily total-return data — every dividend reinvested, from May 9, 2013 to Jul 15, 2026.
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Frequently asked questions
Did IQV beat SCHD?
Yes — measured from May 9, 2013 to Jul 15, 2026 with dividends reinvested, IQV came out ahead: $49,995 versus $44,806 from a $10,000 start. That gap compounds from a 13.0% annual return against 12.0%.
What would $10,000 in IQV be worth today?
$10,000 invested in IQVIA Holdings Inc. (IQV) on May 9, 2013 would be worth about $49,995 as of Jul 15, 2026, a total return of 400.0% (13.0% per year). The same $10,000 in SCHD would be worth $44,806.
Which was riskier — IQV or SCHD?
IQV swung with an annualized volatility of 29.8% and a worst peak-to-trough drop of -51.5%; SCHD ran at 15.7% volatility with a -33.4% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.37 for IQV vs 0.64 for SCHD.
What data is this comparison based on?
Daily adjusted closing prices covering May 9, 2013 through Jul 15, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.
Can I change the dates, amounts, or add monthly investing?
Yes — the interactive tool on this page is pre-loaded with IQV vs SCHD. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.