CHDVD.SW vs. SCHG
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past 10 years, CHDVD.SW returned 9.56%/yr vs 16.31%/yr for SCHG. At a 0.33 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.04%/yr for SCHG.
Performance
CHDVD.SW vs. SCHG - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while SCHG is traded in USD. To make them comparable, the SCHG 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 SCHG's 4.36% return. Over the past 10 years, CHDVD.SW has underperformed SCHG with an annualized return of 9.56%, while SCHG has yielded a comparatively higher 16.31% annualized return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 3.92%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
SCHG
- 1D
- 0.45%
- 1M
- 1.90%
- YTD
- 4.36%
- 6M
- 1.80%
- 1Y
- 17.32%
- 3Y*
- 19.01%
- 5Y*
- 12.27%
- 10Y*
- 16.31%
CHDVD.SW vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 4.36% | 2.67% | 45.59% | 36.66% | -30.87% | 31.89% | 27.40% | 33.71% | -0.40% | 22.61% |
Correlation
The correlation between CHDVD.SW and SCHG is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.33 |
Over the past year, the correlation between CHDVD.SW and SCHG has dropped to 0.07 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
CHDVD.SW vs. SCHG — Risk / Return Rank
CHDVD.SW
SCHG
CHDVD.SW vs. SCHG - 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. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.03 | -0.21 |
| Martin ratioReturn relative to average drawdown | 2.56 | 2.85 | -0.29 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.03 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.72 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.67 | -0.11 |
Drawdowns
CHDVD.SW vs. SCHG - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum SCHG drawdown of -36.55%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and SCHG.
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Drawdown Indicators
| CHDVD.SW | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -36.55% | +6.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -16.89% | +7.40% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -29.20% | +14.48% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -34.45% | +17.37% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | -34.45% | +4.36% |
Current DrawdownCurrent decline from peak | -4.02% | -2.88% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -6.53% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 6.10% | -3.08% |
Volatility
CHDVD.SW vs. SCHG - Volatility Comparison
iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 3.95% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.79% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 12.15% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 16.88% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 23.28% | -10.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 22.80% | -8.18% |
CHDVD.SW vs. SCHG - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is higher than SCHG's 0.04% 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. SCHG - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, more than SCHG's 0.37% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.37% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
CHDVD.SW and SCHG have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.15% for CHDVD.SW.
CHDVD.SW is categorized as Europe Equities, while SCHG is Large Cap Growth Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.15% for CHDVD.SW and 0.04% for SCHG.
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