EXI3.DE vs. SCHD
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - EXI3.DE is a Large Cap Blend Equities fund tracking the Dow Jones Industrial Average, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, EXI3.DE returned 11.97%/yr vs 12.49%/yr for SCHD. A 0.57 correlation means they provide meaningful diversification when combined. EXI3.DE charges 0.51%/yr vs 0.06%/yr for SCHD.
Performance
EXI3.DE vs. SCHD - Performance Comparison
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Different Trading Currencies
EXI3.DE is traded in EUR, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXI3.DE achieves a 7.97% return, which is significantly lower than SCHD's 21.18% return. Both investments have delivered pretty close results over the past 10 years, with EXI3.DE having a 11.97% annualized return and SCHD not far ahead at 12.49%.
EXI3.DE
- 1D
- 1.20%
- 1M
- 4.70%
- YTD
- 7.97%
- 6M
- 8.07%
- 1Y
- 20.04%
- 3Y*
- 13.03%
- 5Y*
- 10.15%
- 10Y*
- 11.97%
SCHD
- 1D
- 0.00%
- 1M
- 4.12%
- YTD
- 21.18%
- 6M
- 20.10%
- 1Y
- 27.16%
- 3Y*
- 12.35%
- 5Y*
- 9.51%
- 10Y*
- 12.49%
EXI3.DE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 7.97% | 1.60% | 20.65% | 11.22% | -3.15% | 31.43% | -2.14% | 27.50% | -1.13% | 11.26% |
SCHD Schwab U.S. Dividend Equity ETF | 21.08% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 6.00% |
Correlation
The correlation between EXI3.DE and SCHD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.57 |
Over the past year, the correlation between EXI3.DE and SCHD has dropped to 0.34 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
EXI3.DE vs. SCHD — Risk / Return Rank
EXI3.DE
SCHD
EXI3.DE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) 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.
| EXI3.DE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.41 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 6.57 | -3.91 |
| Martin ratioReturn relative to average drawdown | 8.77 | 15.77 | -7.00 |
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
| EXI3.DE | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 2.34 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.65 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.89 | -0.49 |
Drawdowns
EXI3.DE vs. SCHD - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, which is greater than SCHD's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for EXI3.DE and SCHD.
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Drawdown Indicators
| EXI3.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -32.28% | -20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -4.15% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -21.40% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -21.40% | +0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | -32.28% | -4.07% |
Current DrawdownCurrent decline from peak | 0.00% | -0.85% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -4.43% | -9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.73% | +0.53% |
Volatility
EXI3.DE vs. SCHD - Volatility Comparison
iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 2.86% and 2.76%, 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.
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Volatility by Period
| EXI3.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 2.76% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 8.44% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 11.67% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 14.59% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.44% | -1.38% |
EXI3.DE vs. SCHD - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
EXI3.DE vs. SCHD - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, less than SCHD's 3.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
SCHD Schwab U.S. Dividend Equity ETF | 3.27% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
EXI3.DE and SCHD have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.51% for EXI3.DE.
EXI3.DE is categorized as Large Cap Blend Equities, while SCHD is Dividend. EXI3.DE tracks Dow Jones Industrial Average, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.51% for EXI3.DE and 0.06% for SCHD.
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