EXSG.DE vs. SCHC
EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) and SCHC (Schwab International Small-Cap Equity ETF) are both exchange-traded funds - EXSG.DE is a Europe Equities fund tracking the EURO STOXX® Select Dividend 30, while SCHC is a Foreign Small & Mid Cap Equities fund tracking the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). Both are passively managed. Over the past 10 years, EXSG.DE returned 7.41%/yr vs 7.47%/yr for SCHC. A 0.59 correlation means they provide meaningful diversification when combined. EXSG.DE charges 0.32%/yr vs 0.11%/yr for SCHC.
Performance
EXSG.DE vs. SCHC - Performance Comparison
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Different Trading Currencies
EXSG.DE is traded in EUR, while SCHC is traded in USD. To make them comparable, the SCHC values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXSG.DE achieves a 7.97% return, which is significantly lower than SCHC's 8.86% return. Both investments have delivered pretty close results over the past 10 years, with EXSG.DE having a 7.41% annualized return and SCHC not far ahead at 7.47%.
EXSG.DE
- 1D
- 0.33%
- 1M
- 1.17%
- YTD
- 7.97%
- 6M
- 10.98%
- 1Y
- 20.85%
- 3Y*
- 20.16%
- 5Y*
- 9.16%
- 10Y*
- 7.41%
SCHC
- 1D
- -2.45%
- 1M
- -3.15%
- YTD
- 8.86%
- 6M
- 10.15%
- 1Y
- 22.48%
- 3Y*
- 13.95%
- 5Y*
- 6.80%
- 10Y*
- 7.47%
EXSG.DE vs. SCHC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 7.97% | 43.07% | 7.93% | 4.12% | -13.46% | 23.87% | -18.07% | 22.83% | -11.04% | 10.11% |
SCHC Schwab International Small-Cap Equity ETF | 8.86% | 21.26% | 8.70% | 10.93% | -16.89% | 20.40% | 1.37% | 25.88% | -14.78% | 13.51% |
Correlation
The correlation between EXSG.DE and SCHC is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2010 | 0.59 |
The correlation between EXSG.DE and SCHC shifts across timeframes, from 0.48 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSG.DE vs. SCHC — Risk / Return Rank
EXSG.DE
SCHC
EXSG.DE vs. SCHC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and Schwab International Small-Cap Equity ETF (SCHC). 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.
| EXSG.DE | SCHC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.31 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.14 | +0.57 |
| Martin ratioReturn relative to average drawdown | 8.47 | 9.04 | -0.57 |
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
| EXSG.DE | SCHC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.67 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.46 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.53 | -0.26 |
Drawdowns
EXSG.DE vs. SCHC - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, which is greater than SCHC's maximum drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and SCHC.
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Drawdown Indicators
| EXSG.DE | SCHC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.80% | -39.29% | -31.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -10.56% | +2.72% |
Max Drawdown (3Y)Largest decline over 3 years | -12.86% | -15.32% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -24.00% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -39.29% | -4.16% |
Current DrawdownCurrent decline from peak | -1.33% | -3.98% | +2.65% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -6.33% | -14.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.49% | +0.02% |
Volatility
EXSG.DE vs. SCHC - Volatility Comparison
The current volatility for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) is 3.34%, while Schwab International Small-Cap Equity ETF (SCHC) has a volatility of 4.45%. This indicates that EXSG.DE experiences smaller price fluctuations and is considered to be less risky than SCHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSG.DE | SCHC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 4.45% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 11.39% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 13.50% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 14.69% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 16.41% | +1.31% |
EXSG.DE vs. SCHC - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is higher than SCHC's 0.11% expense ratio.
Dividends
EXSG.DE vs. SCHC - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 4.10%, more than SCHC's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 4.10% | 4.47% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 5.06% | 7.36% | 4.78% | 4.24% |
SCHC Schwab International Small-Cap Equity ETF | 3.43% | 3.66% | 3.72% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% |
Frequently Asked Questions
EXSG.DE and SCHC have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHC is cheaper at 0.11% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHC is cheaper with a 0.11% expense ratio, compared with 0.32% for EXSG.DE.
EXSG.DE is categorized as Europe Equities, while SCHC is Foreign Small & Mid Cap Equities. EXSG.DE tracks EURO STOXX® Select Dividend 30, while SCHC tracks FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.32% for EXSG.DE and 0.11% for SCHC.
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