CHDVD.SW vs. SCHD
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.54%/yr vs 10.44%/yr for SCHD. At a 0.39 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.06%/yr for SCHD.
Performance
CHDVD.SW vs. SCHD - Performance Comparison
Loading charts...
Different Trading Currencies
CHDVD.SW is traded in CHF, while SCHD is traded in USD. To make them comparable, the SCHD 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 0.24% return, which is significantly lower than SCHD's 18.67% return. Over the past 10 years, CHDVD.SW has underperformed SCHD with an annualized return of 9.54%, while SCHD has yielded a comparatively higher 10.44% annualized return.
CHDVD.SW
- 1D
- -0.28%
- 1M
- 0.20%
- YTD
- 0.24%
- 6M
- 2.97%
- 1Y
- 7.40%
- 3Y*
- 9.25%
- 5Y*
- 6.70%
- 10Y*
- 9.54%
SCHD
- 1D
- 0.61%
- 1M
- 3.62%
- YTD
- 18.67%
- 6M
- 17.39%
- 1Y
- 22.08%
- 3Y*
- 9.88%
- 5Y*
- 5.62%
- 10Y*
- 10.44%
CHDVD.SW vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 0.24% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -4.51% | 16.19% |
SCHD Schwab U.S. Dividend Equity ETF | 18.67% | -8.83% | 20.46% | -4.82% | -1.93% | 33.70% | 5.33% | 25.13% | -4.64% | 15.72% |
Correlation
The correlation between CHDVD.SW and SCHD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.39 |
The correlation between CHDVD.SW and SCHD shifts across timeframes, from 0.20 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHDVD.SW vs. SCHD — Risk / Return Rank
CHDVD.SW
SCHD
CHDVD.SW vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) 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.
| CHDVD.SW | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.31 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 4.37 | -3.57 |
| Martin ratioReturn relative to average drawdown | 2.48 | 11.53 | -9.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CHDVD.SW | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.78 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.36 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.57 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.68 | -0.13 |
Drawdowns
CHDVD.SW vs. SCHD - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum SCHD drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and SCHD.
Loading charts...
Drawdown Indicators
| CHDVD.SW | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -32.75% | +2.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -5.08% | -4.41% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -21.37% | +6.65% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -21.37% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -32.75% | +2.66% |
Current DrawdownCurrent decline from peak | -4.84% | -0.61% | -4.23% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -4.91% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 1.92% | +1.09% |
Volatility
CHDVD.SW vs. SCHD - Volatility Comparison
iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a higher volatility of 4.10% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.12%. This indicates that CHDVD.SW'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.
Loading charts...
Volatility by Period
| CHDVD.SW | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.12% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.26% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 12.56% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 15.78% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 18.32% | -3.70% |
CHDVD.SW vs. SCHD - Expense Ratio Comparison
CHDVD.SW 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%.
Dividends
CHDVD.SW vs. SCHD - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.26%, which matches SCHD's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.26% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
SCHD Schwab U.S. Dividend Equity ETF | 3.26% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
CHDVD.SW and SCHD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.15% for CHDVD.SW.
CHDVD.SW is categorized as Europe Equities, while SCHD is Dividend. CHDVD.SW tracks SPI® Select Dividend 20 Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.15% for CHDVD.SW and 0.06% for SCHD.
Find the right allocation for CHDVD.SW and SCHD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer