EXSH.DE vs. SCHD
EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - EXSH.DE is a Europe Equities fund tracking the STOXX® Europe Select Dividend 30, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, EXSH.DE returned 10.30%/yr vs 12.52%/yr for SCHD. At a 0.41 correlation, their price movements are largely independent. EXSH.DE charges 0.32%/yr vs 0.06%/yr for SCHD.
Performance
EXSH.DE vs. SCHD - Performance Comparison
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Different Trading Currencies
EXSH.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, EXSH.DE achieves a 13.44% return, which is significantly lower than SCHD's 20.22% return. Over the past 10 years, EXSH.DE has underperformed SCHD with an annualized return of 10.30%, while SCHD has yielded a comparatively higher 12.52% annualized return.
EXSH.DE
- 1D
- -0.64%
- 1M
- 4.48%
- YTD
- 13.44%
- 6M
- 19.56%
- 1Y
- 31.73%
- 3Y*
- 23.07%
- 5Y*
- 12.67%
- 10Y*
- 10.30%
SCHD
- 1D
- 0.00%
- 1M
- 3.25%
- YTD
- 20.22%
- 6M
- 19.07%
- 1Y
- 24.41%
- 3Y*
- 11.97%
- 5Y*
- 9.34%
- 10Y*
- 12.52%
EXSH.DE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.44% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
SCHD Schwab U.S. Dividend Equity ETF | 20.43% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 6.00% |
Correlation
The correlation between EXSH.DE and SCHD is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.41 |
The correlation between EXSH.DE and SCHD shifts across timeframes, from 0.20 (3 years) to 0.41 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSH.DE vs. SCHD — Risk / Return Rank
EXSH.DE
SCHD
EXSH.DE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.
| EXSH.DE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.37 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.75 | 5.90 | -1.15 |
| Martin ratioReturn relative to average drawdown | 15.79 | 14.17 | +1.62 |
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
| EXSH.DE | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.64 | 2.10 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.64 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.72 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.88 | -0.56 |
Drawdowns
EXSH.DE vs. SCHD - Drawdown Comparison
The maximum EXSH.DE drawdown since its inception was -70.20%, which is greater than SCHD's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for EXSH.DE and SCHD.
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Drawdown Indicators
| EXSH.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.20% | -32.28% | -37.92% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -4.15% | -2.50% |
Max Drawdown (3Y)Largest decline over 3 years | -14.43% | -21.40% | +6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -22.98% | -21.40% | -1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | -32.28% | -8.06% |
Current DrawdownCurrent decline from peak | -2.33% | -1.63% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -22.15% | -4.43% | -17.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.73% | +0.27% |
Volatility
EXSH.DE vs. SCHD - Volatility Comparison
iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a higher volatility of 4.29% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.87%. This indicates that EXSH.DE'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
| EXSH.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 2.87% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 8.51% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 11.77% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 14.59% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.15% | 17.44% | -0.29% |
EXSH.DE vs. SCHD - Expense Ratio Comparison
EXSH.DE has a 0.32% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
EXSH.DE vs. SCHD - Dividend Comparison
EXSH.DE's dividend yield for the trailing twelve months is around 4.49%, more than SCHD's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.49% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
SCHD Schwab U.S. Dividend Equity ETF | 3.26% | 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
EXSH.DE and SCHD have a correlation of 0.23, 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 0.32% for EXSH.DE.
EXSH.DE is categorized as Europe Equities, while SCHD is Dividend. EXSH.DE tracks STOXX® Europe Select Dividend 30, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.32% for EXSH.DE and 0.06% for SCHD.
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