EQDS.L vs. SCHD
Compare and contrast key facts about iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L) and Schwab US Dividend Equity ETF (SCHD).
EQDS.L and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQDS.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe High Div Yld NR EUR. It was launched on Jun 12, 2017. 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 EQDS.L 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: EQDS.L or SCHD.
Key characteristics
| EQDS.L | SCHD | |
|---|---|---|
| YTD Return | 9.34% | 11.52% |
| 1Y Return | 13.36% | 16.42% |
| 3Y Return (Ann) | 7.76% | 6.90% |
| 5Y Return (Ann) | 3.78% | 12.29% |
| Sharpe Ratio | 1.20 | 1.49 |
| Daily Std Dev | 10.91% | 11.86% |
| Max Drawdown | -32.52% | -33.37% |
| Current Drawdown | -1.23% | -1.38% |
Correlation
The correlation between EQDS.L and SCHD is 0.49, 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
EQDS.L vs. SCHD - Performance Comparison
In the year-to-date period, EQDS.L achieves a 9.34% return, which is significantly lower than SCHD's 11.52% return. 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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EQDS.L vs. SCHD - Expense Ratio Comparison
EQDS.L has a 0.28% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
EQDS.L vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L) 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
EQDS.L vs. SCHD - Dividend Comparison
EQDS.L's dividend yield for the trailing twelve months is around 3.24%, less than SCHD's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQDS.L iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 3.24% | 3.58% | 4.14% | 4.63% | 3.25% | 4.54% | 5.06% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
EQDS.L vs. SCHD - Drawdown Comparison
The maximum EQDS.L drawdown since its inception was -32.52%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EQDS.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
EQDS.L vs. SCHD - Volatility Comparison
The current volatility for iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L) is 2.79%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.02%. This indicates that EQDS.L 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.