CHDVD.SW vs. EUNY.DE
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and EUNY.DE (iShares Emerging Markets Dividend UCITS ETF) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while EUNY.DE is a Emerging Markets Equities fund tracking the Dow Jones Emerging Markets Select Dividend. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.56%/yr vs 5.19%/yr for EUNY.DE. At a 0.48 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.65%/yr for EUNY.DE.
Performance
CHDVD.SW vs. EUNY.DE - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while EUNY.DE is traded in EUR. To make them comparable, the EUNY.DE values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly lower than EUNY.DE's 9.89% return. Over the past 10 years, CHDVD.SW has outperformed EUNY.DE with an annualized return of 9.56%, while EUNY.DE has yielded a comparatively lower 5.19% annualized return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 4.21%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
EUNY.DE
- 1D
- -0.76%
- 1M
- -2.04%
- YTD
- 9.89%
- 6M
- 10.08%
- 1Y
- 22.58%
- 3Y*
- 15.05%
- 5Y*
- 1.63%
- 10Y*
- 5.19%
CHDVD.SW vs. EUNY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -4.51% | 16.19% |
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 9.89% | 12.71% | 13.79% | 8.36% | -29.37% | 14.54% | -11.88% | 14.14% | -5.30% | 20.76% |
Correlation
The correlation between CHDVD.SW and EUNY.DE is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.48 |
Over the past year, the correlation between CHDVD.SW and EUNY.DE has dropped to 0.22 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
CHDVD.SW vs. EUNY.DE — Risk / Return Rank
CHDVD.SW
EUNY.DE
CHDVD.SW vs. EUNY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares Emerging Markets Dividend UCITS ETF (EUNY.DE). 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.
| CHDVD.SW | EUNY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.32 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 4.82 | -4.00 |
| Martin ratioReturn relative to average drawdown | 2.56 | 14.43 | -11.87 |
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
| CHDVD.SW | EUNY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.84 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.10 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.29 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.10 | +0.46 |
Drawdowns
CHDVD.SW vs. EUNY.DE - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum EUNY.DE drawdown of -44.67%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and EUNY.DE.
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Drawdown Indicators
| CHDVD.SW | EUNY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -44.67% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -4.79% | -4.70% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -17.11% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -37.43% | +20.35% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -37.43% | +7.34% |
Current DrawdownCurrent decline from peak | -4.02% | -3.03% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -15.82% | +11.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 1.60% | +1.42% |
Volatility
CHDVD.SW vs. EUNY.DE - Volatility Comparison
The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) has a volatility of 4.80%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than EUNY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | EUNY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.80% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 10.11% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 12.55% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 16.64% | -3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 17.76% | -3.14% |
CHDVD.SW vs. EUNY.DE - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than EUNY.DE's 0.65% expense ratio.
Dividends
CHDVD.SW vs. EUNY.DE - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, less than EUNY.DE's 5.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 5.32% | 5.82% | 7.72% | 8.04% | 9.56% | 6.35% | 5.09% | 5.57% | 5.65% | 4.09% | 4.35% | 6.37% |
Frequently Asked Questions
CHDVD.SW and EUNY.DE have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.65% for EUNY.DE.
CHDVD.SW is categorized as Europe Equities, while EUNY.DE is Emerging Markets Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while EUNY.DE tracks Dow Jones Emerging Markets Select Dividend. Their fees differ too: 0.15% for CHDVD.SW and 0.65% for EUNY.DE.
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