Correlation
The correlation between CHDVD.SW and VYMI is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
CHDVD.SW vs. VYMI
Compare and contrast key facts about iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Vanguard International High Dividend Yield ETF (VYMI).
CHDVD.SW and VYMI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHDVD.SW is a passively managed fund by iShares that tracks the performance of the SPI® Select Dividend 20 Index. It was launched on Apr 28, 2014. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016. Both CHDVD.SW and VYMI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHDVD.SW or VYMI.
Performance
CHDVD.SW vs. VYMI - Performance Comparison
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Key characteristics
CHDVD.SW:
0.94
VYMI:
1.10
CHDVD.SW:
1.21
VYMI:
1.40
CHDVD.SW:
1.20
VYMI:
1.19
CHDVD.SW:
0.95
VYMI:
1.21
CHDVD.SW:
3.95
VYMI:
4.29
CHDVD.SW:
3.53%
VYMI:
3.63%
CHDVD.SW:
15.24%
VYMI:
16.23%
CHDVD.SW:
-30.09%
VYMI:
-40.00%
CHDVD.SW:
-2.22%
VYMI:
-0.09%
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 12.28% return, which is significantly lower than VYMI's 17.18% return.
CHDVD.SW
12.28%
3.48%
10.71%
14.19%
7.74%
11.60%
8.19%
VYMI
17.18%
5.06%
15.05%
16.79%
12.14%
15.83%
N/A
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CHDVD.SW vs. VYMI - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than VYMI's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CHDVD.SW vs. VYMI — Risk-Adjusted Performance Rank
CHDVD.SW
VYMI
CHDVD.SW vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and Vanguard International High Dividend Yield ETF (VYMI). 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.
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Dividends
CHDVD.SW vs. VYMI - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.46%, less than VYMI's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% | 0.34% |
VYMI Vanguard International High Dividend Yield ETF | 4.14% | 4.84% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
Drawdowns
CHDVD.SW vs. VYMI - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum VYMI drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and VYMI.
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Volatility
CHDVD.SW vs. VYMI - Volatility Comparison
iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a higher volatility of 2.73% compared to Vanguard International High Dividend Yield ETF (VYMI) at 2.41%. This indicates that CHDVD.SW's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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