18MK.DE vs. SCHD
18MK.DE (Amundi MSCI India UCITS ETF EUR) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - 18MK.DE is a Asia Pacific Equities fund tracking the MSCI India, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, 18MK.DE returned 6.21%/yr vs 12.47%/yr for SCHD. At a 0.35 correlation, their price movements are largely independent. 18MK.DE charges 0.80%/yr vs 0.06%/yr for SCHD.
Performance
18MK.DE vs. SCHD - Performance Comparison
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Different Trading Currencies
18MK.DE is traded in EUR, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 18MK.DE achieves a -11.57% return, which is significantly lower than SCHD's 20.43% return. Over the past 10 years, 18MK.DE has underperformed SCHD with an annualized return of 6.21%, while SCHD has yielded a comparatively higher 12.47% annualized return.
18MK.DE
- 1D
- 0.68%
- 1M
- -2.82%
- YTD
- -11.57%
- 6M
- -12.43%
- 1Y
- -14.84%
- 3Y*
- 1.67%
- 5Y*
- 3.55%
- 10Y*
- 6.21%
SCHD
- 1D
- 0.00%
- 1M
- 2.89%
- YTD
- 20.43%
- 6M
- 19.23%
- 1Y
- 25.81%
- 3Y*
- 12.28%
- 5Y*
- 9.38%
- 10Y*
- 12.47%
18MK.DE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
18MK.DE Amundi MSCI India UCITS ETF EUR | -11.57% | -10.32% | 16.35% | 14.11% | -2.28% | 33.62% | 2.72% | 9.58% | -4.91% | 20.20% |
SCHD Schwab U.S. Dividend Equity ETF | 21.18% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 6.00% |
Correlation
The correlation between 18MK.DE and SCHD is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.35 |
Over the past year, the correlation between 18MK.DE and SCHD has dropped to 0.09 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
18MK.DE vs. SCHD — Risk / Return Rank
18MK.DE
SCHD
18MK.DE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI India UCITS ETF EUR (18MK.DE) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 18MK.DE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.11 | ||
| Sortino ratioReturn per unit of downside risk | -4.52 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.39 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | 6.24 | -6.97 |
| Martin ratioReturn relative to average drawdown | -1.54 | 14.97 | -16.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 18MK.DE | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.89 | 2.22 | -3.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.65 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.72 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.88 | -0.64 |
Drawdowns
18MK.DE vs. SCHD - Drawdown Comparison
The maximum 18MK.DE drawdown since its inception was -42.41%, which is greater than SCHD's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for 18MK.DE and SCHD.
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Drawdown Indicators
| 18MK.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.41% | -32.28% | -10.13% |
Max Drawdown (1Y)Largest decline over 1 year | -20.43% | -4.15% | -16.28% |
Max Drawdown (3Y)Largest decline over 3 years | -29.72% | -21.40% | -8.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.72% | -21.40% | -8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | -32.28% | -9.28% |
Current DrawdownCurrent decline from peak | -26.69% | -1.46% | -25.23% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -4.43% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.60% | 1.73% | +7.87% |
Volatility
18MK.DE vs. SCHD - Volatility Comparison
Amundi MSCI India UCITS ETF EUR (18MK.DE) has a higher volatility of 5.23% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.99%. This indicates that 18MK.DE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 18MK.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 2.99% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.99% | 8.53% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 11.74% | +4.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 14.60% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 17.44% | +2.85% |
18MK.DE vs. SCHD - Expense Ratio Comparison
18MK.DE has a 0.80% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
18MK.DE vs. SCHD - Dividend Comparison
18MK.DE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.24%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
18MK.DE Amundi MSCI India UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.24% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
18MK.DE and SCHD have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.80% for 18MK.DE.
18MK.DE is categorized as Asia Pacific Equities, while SCHD is Dividend. 18MK.DE tracks MSCI India, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Amundi and Charles Schwab. Their fees differ too: 0.80% for 18MK.DE and 0.06% for SCHD.
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