DBAW vs. SCHD
Compare and contrast key facts about Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) and Schwab US Dividend Equity ETF (SCHD).
DBAW and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DBAW is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI ACWI ex USA US Dollar Hedged Index. It was launched on Jan 23, 2014. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both DBAW and SCHD 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: DBAW or SCHD.
Correlation
The correlation between DBAW and SCHD is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DBAW vs. SCHD - Performance Comparison
Key characteristics
DBAW:
0.57
SCHD:
0.18
DBAW:
0.88
SCHD:
0.35
DBAW:
1.13
SCHD:
1.05
DBAW:
0.66
SCHD:
0.18
DBAW:
2.87
SCHD:
0.64
DBAW:
3.22%
SCHD:
4.44%
DBAW:
16.20%
SCHD:
15.99%
DBAW:
-31.44%
SCHD:
-33.37%
DBAW:
-4.25%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, DBAW achieves a 2.74% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, DBAW has underperformed SCHD with an annualized return of 6.65%, while SCHD has yielded a comparatively higher 10.43% annualized return.
DBAW
2.74%
-1.91%
1.28%
8.34%
11.98%
6.65%
SCHD
-5.19%
-6.93%
-7.13%
3.21%
12.59%
10.43%
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DBAW vs. SCHD - Expense Ratio Comparison
DBAW has a 0.41% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DBAW vs. SCHD — Risk-Adjusted Performance Rank
DBAW
SCHD
DBAW vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) and Schwab US 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.
Dividends
DBAW vs. SCHD - Dividend Comparison
DBAW's dividend yield for the trailing twelve months is around 1.65%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 1.65% | 1.70% | 3.45% | 13.44% | 2.05% | 2.08% | 2.91% | 2.93% | 2.41% | 1.99% | 5.74% | 7.59% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DBAW vs. SCHD - Drawdown Comparison
The maximum DBAW drawdown since its inception was -31.44%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DBAW and SCHD. For additional features, visit the drawdowns tool.
Volatility
DBAW vs. SCHD - Volatility Comparison
Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 11.75% and 11.20%, 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.