18MK.DE vs. SCHD
Compare and contrast key facts about Amundi MSCI India UCITS ETF EUR (18MK.DE) and Schwab US Dividend Equity ETF (SCHD).
18MK.DE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 18MK.DE is a passively managed fund by Amundi that tracks the performance of the MSCI India. It was launched on Apr 18, 2018. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both 18MK.DE and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 18MK.DE or SCHD.
Key characteristics
| 18MK.DE | SCHD | |
|---|---|---|
| YTD Return | 10.31% | 5.49% |
| 1Y Return | 29.42% | 17.69% |
| 3Y Return (Ann) | 14.96% | 4.50% |
| 5Y Return (Ann) | 13.06% | 12.62% |
| 10Y Return (Ann) | 11.37% | 11.33% |
| Sharpe Ratio | 2.33 | 1.60 |
| Daily Std Dev | 13.21% | 11.21% |
| Max Drawdown | -42.41% | -33.37% |
| Current Drawdown | -2.63% | -1.17% |
Correlation
The correlation between 18MK.DE and SCHD is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
18MK.DE vs. SCHD - Performance Comparison
In the year-to-date period, 18MK.DE achieves a 10.31% return, which is significantly higher than SCHD's 5.49% return. Both investments have delivered pretty close results over the past 10 years, with 18MK.DE having a 11.37% annualized return and SCHD not far behind at 11.33%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
18MK.DE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI India UCITS ETF EUR (18MK.DE) and Schwab US 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.
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 3.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 US Dividend Equity ETF | 3.35% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
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 -33.37%. Use the drawdown chart below to compare losses from any high point for 18MK.DE and SCHD. For additional features, visit the drawdowns tool.
Volatility
18MK.DE vs. SCHD - Volatility Comparison
Amundi MSCI India UCITS ETF EUR (18MK.DE) has a higher volatility of 2.98% compared to Schwab US Dividend Equity ETF (SCHD) at 2.61%. 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.