CIND.L vs. SCHW
Compare and contrast key facts about iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and The Charles Schwab Corporation (SCHW).
CIND.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jan 26, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIND.L or SCHW.
Key characteristics
| CIND.L | SCHW | |
|---|---|---|
| YTD Return | 18.14% | 15.33% |
| 1Y Return | 30.15% | 47.05% |
| 3Y Return (Ann) | 8.45% | -0.21% |
| 5Y Return (Ann) | 11.30% | 14.17% |
| 10Y Return (Ann) | 11.35% | 11.85% |
| Sharpe Ratio | 2.61 | 1.65 |
| Sortino Ratio | 3.69 | 2.33 |
| Omega Ratio | 1.48 | 1.33 |
| Calmar Ratio | 5.11 | 1.09 |
| Martin Ratio | 14.14 | 4.28 |
| Ulcer Index | 1.98% | 10.71% |
| Daily Std Dev | 10.83% | 27.71% |
| Max Drawdown | -36.68% | -86.79% |
| Current Drawdown | -0.52% | -14.59% |
Correlation
The correlation between CIND.L and SCHW 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.
Performance
CIND.L vs. SCHW - Performance Comparison
In the year-to-date period, CIND.L achieves a 18.14% return, which is significantly higher than SCHW's 15.33% return. Both investments have delivered pretty close results over the past 10 years, with CIND.L having a 11.35% annualized return and SCHW not far ahead at 11.85%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CIND.L vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and The Charles Schwab Corporation (SCHW). 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.
Dividends
CIND.L vs. SCHW - Dividend Comparison
CIND.L has not paid dividends to shareholders, while SCHW's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIND.L iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHW The Charles Schwab Corporation | 1.28% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
Drawdowns
CIND.L vs. SCHW - Drawdown Comparison
The maximum CIND.L drawdown since its inception was -36.68%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for CIND.L and SCHW. For additional features, visit the drawdowns tool.
Volatility
CIND.L vs. SCHW - Volatility Comparison
The current volatility for iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) is 4.26%, while The Charles Schwab Corporation (SCHW) has a volatility of 10.72%. This indicates that CIND.L experiences smaller price fluctuations and is considered to be less risky than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.