AIA vs. SCHD
Compare and contrast key facts about iShares Asia 50 ETF (AIA) and Schwab US Dividend Equity ETF (SCHD).
AIA and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007. 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 AIA 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: AIA or SCHD.
Performance
AIA vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, AIA achieves a 20.08% return, which is significantly higher than SCHD's 15.93% return. Over the past 10 years, AIA has underperformed SCHD with an annualized return of 6.11%, while SCHD has yielded a comparatively higher 11.46% annualized return.
AIA
20.08%
-6.95%
1.99%
21.58%
3.95%
6.11%
SCHD
15.93%
-0.59%
9.36%
25.99%
12.42%
11.46%
Key characteristics
| AIA | SCHD | |
|---|---|---|
| Sharpe Ratio | 0.86 | 2.25 |
| Sortino Ratio | 1.33 | 3.25 |
| Omega Ratio | 1.16 | 1.39 |
| Calmar Ratio | 0.43 | 3.05 |
| Martin Ratio | 4.02 | 12.25 |
| Ulcer Index | 4.86% | 2.04% |
| Daily Std Dev | 22.79% | 11.09% |
| Max Drawdown | -60.89% | -33.37% |
| Current Drawdown | -27.28% | -1.82% |
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AIA vs. SCHD - Expense Ratio Comparison
AIA has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between AIA and SCHD is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AIA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) 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
AIA vs. SCHD - Dividend Comparison
AIA's dividend yield for the trailing twelve months is around 1.98%, less than SCHD's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 1.98% | 2.62% | 2.59% | 1.53% | 1.11% | 2.24% | 2.50% | 1.45% | 2.29% | 2.88% | 2.24% | 2.07% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AIA vs. SCHD - Drawdown Comparison
The maximum AIA drawdown since its inception was -60.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AIA and SCHD. For additional features, visit the drawdowns tool.
Volatility
AIA vs. SCHD - Volatility Comparison
iShares Asia 50 ETF (AIA) has a higher volatility of 7.07% compared to Schwab US Dividend Equity ETF (SCHD) at 3.55%. This indicates that AIA'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.