2B7A.DE vs. SCHD
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) and Schwab US Dividend Equity ETF (SCHD).
2B7A.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. 2B7A.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017. 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 2B7A.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: 2B7A.DE or SCHD.
Correlation
The correlation between 2B7A.DE and SCHD is 0.21, 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
2B7A.DE vs. SCHD - Performance Comparison
Key characteristics
2B7A.DE:
0.71
SCHD:
0.14
2B7A.DE:
0.96
SCHD:
0.35
2B7A.DE:
1.13
SCHD:
1.05
2B7A.DE:
0.71
SCHD:
0.17
2B7A.DE:
2.37
SCHD:
0.57
2B7A.DE:
5.03%
SCHD:
4.90%
2B7A.DE:
18.11%
SCHD:
16.03%
2B7A.DE:
-35.70%
SCHD:
-33.37%
2B7A.DE:
-7.72%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, 2B7A.DE achieves a -0.49% return, which is significantly higher than SCHD's -4.79% return.
2B7A.DE
-0.49%
4.71%
0.23%
12.89%
9.70%
N/A
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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2B7A.DE vs. SCHD - Expense Ratio Comparison
2B7A.DE has a 0.15% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
2B7A.DE vs. SCHD — Risk-Adjusted Performance Rank
2B7A.DE
SCHD
2B7A.DE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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
2B7A.DE vs. SCHD - Dividend Comparison
2B7A.DE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 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 | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
2B7A.DE vs. SCHD - Drawdown Comparison
The maximum 2B7A.DE drawdown since its inception was -35.70%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for 2B7A.DE and SCHD. For additional features, visit the drawdowns tool.
Volatility
2B7A.DE vs. SCHD - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a higher volatility of 9.59% compared to Schwab US Dividend Equity ETF (SCHD) at 8.36%. This indicates that 2B7A.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.