ECH vs. SCHD
Compare and contrast key facts about iShares MSCI Chile ETF (ECH) and Schwab U.S. Dividend Equity ETF (SCHD).
ECH and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ECH is a passively managed fund by iShares that tracks the performance of the MSCI Chile Investable Market Index. It was launched on Nov 12, 2007. 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 ECH 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.
Performance
ECH vs. SCHD - Performance Comparison
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ECH vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ECH iShares MSCI Chile ETF | -1.58% | 65.41% | -8.67% | 9.01% | 25.12% | -19.80% | -7.13% | -17.79% | -18.98% | 41.79% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, ECH achieves a -1.58% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, ECH has underperformed SCHD with an annualized return of 3.93%, while SCHD has yielded a comparatively higher 12.31% annualized return.
ECH
- 1D
- 3.87%
- 1M
- -8.60%
- YTD
- -1.58%
- 6M
- 21.06%
- 1Y
- 36.70%
- 3Y*
- 15.12%
- 5Y*
- 7.45%
- 10Y*
- 3.93%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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ECH vs. SCHD - Expense Ratio Comparison
ECH has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
ECH vs. SCHD — Risk / Return Rank
ECH
SCHD
ECH vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Chile ETF (ECH) and Schwab U.S. 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.
| ECH | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.89 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.35 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.19 | +0.69 |
Martin ratioReturn relative to average drawdown | 5.97 | 3.99 | +1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ECH | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.89 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.59 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.74 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.84 | -0.79 |
Correlation
The correlation between ECH and SCHD is 0.47, 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.
Dividends
ECH vs. SCHD - Dividend Comparison
ECH's dividend yield for the trailing twelve months is around 2.05%, less than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECH iShares MSCI Chile ETF | 2.05% | 2.01% | 3.12% | 4.77% | 6.73% | 5.49% | 2.16% | 2.47% | 2.37% | 1.42% | 1.85% | 2.13% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
ECH vs. SCHD - Drawdown Comparison
The maximum ECH drawdown since its inception was -74.08%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ECH and SCHD.
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Drawdown Indicators
| ECH | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.08% | -33.37% | -40.71% |
Max Drawdown (1Y)Largest decline over 1 year | -19.65% | -12.74% | -6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -16.85% | -20.32% |
Max Drawdown (10Y)Largest decline over 10 years | -66.89% | -33.37% | -33.52% |
Current DrawdownCurrent decline from peak | -26.87% | -2.89% | -23.98% |
Average DrawdownAverage peak-to-trough decline | -37.65% | -3.34% | -34.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 3.89% | +2.30% |
Volatility
ECH vs. SCHD - Volatility Comparison
iShares MSCI Chile ETF (ECH) has a higher volatility of 10.98% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that ECH's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ECH | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.98% | 2.40% | +8.58% |
Volatility (6M)Calculated over the trailing 6-month period | 18.99% | 7.96% | +11.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.34% | 15.74% | +9.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 14.40% | +13.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.05% | 16.70% | +10.35% |