DVYE vs. SCHD
Compare and contrast key facts about iShares Emerging Markets Dividend ETF (DVYE) and Schwab US Dividend Equity ETF (SCHD).
DVYE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVYE is a passively managed fund by iShares that tracks the performance of the Dow Jones Emerging Markets Select Dividend Index. It was launched on Feb 23, 2012. 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 DVYE 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: DVYE or SCHD.
Correlation
The correlation between DVYE and SCHD is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DVYE vs. SCHD - Performance Comparison
Key characteristics
DVYE:
0.80
SCHD:
1.21
DVYE:
1.24
SCHD:
1.79
DVYE:
1.15
SCHD:
1.21
DVYE:
0.55
SCHD:
1.73
DVYE:
2.26
SCHD:
4.41
DVYE:
5.47%
SCHD:
3.13%
DVYE:
15.45%
SCHD:
11.39%
DVYE:
-47.42%
SCHD:
-33.37%
DVYE:
-10.80%
SCHD:
-2.76%
Returns By Period
The year-to-date returns for both investments are quite close, with DVYE having a 4.07% return and SCHD slightly higher at 4.14%. Over the past 10 years, DVYE has underperformed SCHD with an annualized return of 2.22%, while SCHD has yielded a comparatively higher 11.29% annualized return.
DVYE
4.07%
1.66%
4.28%
13.66%
2.80%
2.22%
SCHD
4.14%
1.35%
4.12%
14.27%
14.35%
11.29%
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DVYE vs. SCHD - Expense Ratio Comparison
DVYE has a 0.49% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DVYE vs. SCHD — Risk-Adjusted Performance Rank
DVYE
SCHD
DVYE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Dividend ETF (DVYE) 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
DVYE vs. SCHD - Dividend Comparison
DVYE's dividend yield for the trailing twelve months is around 11.35%, more than SCHD's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVYE iShares Emerging Markets Dividend ETF | 11.35% | 11.81% | 9.05% | 9.90% | 7.31% | 5.27% | 5.97% | 5.69% | 4.81% | 4.56% | 6.52% | 4.51% |
SCHD Schwab US Dividend Equity ETF | 3.50% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DVYE vs. SCHD - Drawdown Comparison
The maximum DVYE drawdown since its inception was -47.42%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DVYE and SCHD. For additional features, visit the drawdowns tool.
Volatility
DVYE vs. SCHD - Volatility Comparison
The current volatility for iShares Emerging Markets Dividend ETF (DVYE) is 2.64%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.11%. This indicates that DVYE experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.