AIA vs. SCHD
Compare and contrast key facts about iShares Asia 50 ETF (AIA) and Schwab U.S. 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.
Performance
AIA vs. SCHD - Performance Comparison
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AIA vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 10.14% | 47.79% | 20.26% | 4.32% | -24.08% | -10.91% | 33.73% | 22.21% | -14.22% | 45.00% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, AIA achieves a 10.14% return, which is significantly lower than SCHD's 12.17% return. Both investments have delivered pretty close results over the past 10 years, with AIA having a 11.95% annualized return and SCHD not far ahead at 12.25%.
AIA
- 1D
- 1.18%
- 1M
- -7.60%
- YTD
- 10.14%
- 6M
- 14.00%
- 1Y
- 51.63%
- 3Y*
- 23.25%
- 5Y*
- 5.17%
- 10Y*
- 11.95%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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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.
Return for Risk
AIA vs. SCHD — Risk / Return Rank
AIA
SCHD
AIA vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) 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.
| AIA | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.88 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.56 | 1.32 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.19 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 1.05 | +2.11 |
Martin ratioReturn relative to average drawdown | 12.29 | 3.55 | +8.73 |
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
| AIA | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.88 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.58 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.74 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.84 | -0.58 |
Correlation
The correlation between AIA and SCHD is 0.53, 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.
Dividends
AIA vs. SCHD - Dividend Comparison
AIA's dividend yield for the trailing twelve months is around 2.27%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 2.27% | 2.50% | 2.78% | 2.07% | 2.59% | 1.54% | 1.11% | 2.24% | 2.49% | 1.45% | 2.29% | 2.88% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
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.
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Drawdown Indicators
| AIA | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.89% | -33.37% | -27.52% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -12.74% | -3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -51.12% | -16.85% | -34.27% |
Max Drawdown (10Y)Largest decline over 10 years | -54.64% | -33.37% | -21.27% |
Current DrawdownCurrent decline from peak | -9.68% | -3.43% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -16.81% | -3.34% | -13.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.75% | +0.53% |
Volatility
AIA vs. SCHD - Volatility Comparison
iShares Asia 50 ETF (AIA) has a higher volatility of 11.21% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. 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.
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Volatility by Period
| AIA | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.21% | 2.33% | +8.88% |
Volatility (6M)Calculated over the trailing 6-month period | 19.49% | 7.96% | +11.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.41% | 15.69% | +10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.87% | 14.40% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.19% | 16.70% | +6.49% |