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CHDVD.SW vs. VAPX.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHDVD.SW vs. VAPX.L - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CHDVD.SW is traded in CHF, while VAPX.L is traded in GBP. To make them comparable, the VAPX.L 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 VAPX.L's 40.40% return. Both investments have delivered pretty close results over the past 10 years, with CHDVD.SW having a 9.56% annualized return and VAPX.L not far ahead at 9.64%.


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%

VAPX.L

1D
0.65%
1M
0.70%
YTD
40.40%
6M
43.37%
1Y
65.38%
3Y*
20.02%
5Y*
8.07%
10Y*
9.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHDVD.SW vs. VAPX.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VAPX.L
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing
40.40%23.42%2.37%-0.42%-10.96%3.88%8.82%15.38%-13.86%26.24%

Correlation

The correlation between CHDVD.SW and VAPX.L 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

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2014

0.53

Over the past year, the correlation between CHDVD.SW and VAPX.L has dropped to 0.22 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.

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Return for Risk

CHDVD.SW vs. VAPX.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHDVD.SW
CHDVD.SW Risk / Return Rank: 2121
Overall Rank
CHDVD.SW Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
CHDVD.SW Sortino Ratio Rank: 2020
Sortino Ratio Rank
CHDVD.SW Omega Ratio Rank: 2020
Omega Ratio Rank
CHDVD.SW Calmar Ratio Rank: 2020
Calmar Ratio Rank
CHDVD.SW Martin Ratio Rank: 2222
Martin Ratio Rank

VAPX.L
VAPX.L Risk / Return Rank: 9393
Overall Rank
VAPX.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
VAPX.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
VAPX.L Omega Ratio Rank: 9494
Omega Ratio Rank
VAPX.L Calmar Ratio Rank: 9191
Calmar Ratio Rank
VAPX.L Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHDVD.SW vs. VAPX.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.L). 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.SWVAPX.LDifference
Sharpe ratioReturn per unit of total volatility

-2.31

Sortino ratioReturn per unit of downside risk

-2.68

Omega ratioGain probability vs. loss probability

1.13

1.54

-0.41

Calmar ratioReturn relative to maximum drawdown

0.82

5.55

-4.73

Martin ratioReturn relative to average drawdown

2.56

19.66

-17.10

CHDVD.SW vs. VAPX.L - Sharpe Ratio Comparison

The current CHDVD.SW Sharpe Ratio is 0.66, which is lower than the VAPX.L Sharpe Ratio of 2.98. The chart below compares the historical Sharpe Ratios of CHDVD.SW and VAPX.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CHDVD.SWVAPX.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.66

2.98

-2.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.45

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.51

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.33

+0.23

Drawdowns

CHDVD.SW vs. VAPX.L - Drawdown Comparison

The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum VAPX.L drawdown of -37.64%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and VAPX.L.


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Drawdown Indicators


CHDVD.SWVAPX.LDifference

Max Drawdown

Largest peak-to-trough decline

-30.09%

-37.64%

+7.55%

Max Drawdown (1Y)

Largest decline over 1 year

-9.49%

-11.72%

+2.23%

Max Drawdown (3Y)

Largest decline over 3 years

-14.72%

-21.14%

+6.42%

Max Drawdown (5Y)

Largest decline over 5 years

-17.08%

-28.00%

+10.92%

Max Drawdown (10Y)

Largest decline over 10 years

-30.09%

-37.64%

+7.55%

Current Drawdown

Current decline from peak

-4.02%

-8.43%

+4.41%

Average Drawdown

Average peak-to-trough decline

-4.55%

-9.67%

+5.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

3.32%

-0.30%

Volatility

CHDVD.SW vs. VAPX.L - Volatility Comparison

The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.L) has a volatility of 11.93%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than VAPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CHDVD.SWVAPX.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.95%

11.93%

-7.98%

Volatility (6M)

Calculated over the trailing 6-month period

9.42%

19.29%

-9.87%

Volatility (1Y)

Calculated over the trailing 1-year period

11.75%

21.91%

-10.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.93%

17.88%

-4.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.62%

18.95%

-4.33%

CHDVD.SW vs. VAPX.L - Expense Ratio Comparison

Both CHDVD.SW and VAPX.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

CHDVD.SW vs. VAPX.L - Dividend Comparison

CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, more than VAPX.L's 1.91% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VAPX.L
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing
1.91%2.70%3.47%3.53%4.32%3.51%2.08%3.39%3.52%3.10%2.71%3.49%

Frequently Asked Questions


CHDVD.SW and VAPX.L 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.

Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

CHDVD.SW and VAPX.L have the same expense ratio: 0.15% per year.

CHDVD.SW is categorized as Europe Equities, while VAPX.L is Asia Pacific Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while VAPX.L tracks MSCI AC Asia Pac Ex JPN NR USD. They also come from different issuers: iShares and Vanguard.

Portfolio Optimizer

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