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ICL vs. SCHD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICL vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ICL Group Ltd (ICL) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICL achieves a -9.51% return, which is significantly lower than SCHD's 24.36% return. Over the past 10 years, ICL has underperformed SCHD with an annualized return of 8.19%, while SCHD has yielded a comparatively higher 12.70% annualized return.


ICL

1D
0.40%
1M
0.99%
6M
-3.60%
YTD
-9.51%
1Y
-15.39%
3Y*
-3.21%
5Y*
-1.58%
10Y*
8.19%
ALL TIME*
2.37%

SCHD

1D
0.27%
1M
3.61%
6M
13.71%
YTD
24.36%
1Y
31.89%
3Y*
14.88%
5Y*
9.66%
10Y*
12.70%
ALL TIME*
13.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.23M$5.69M$7.88M
$806.58M$724.91M$690.35M

ICL vs. SCHD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ICL
ICL Group Ltd
-9.51%18.12%2.81%-27.23%-14.74%97.88%7.98%-11.61%52.00%5.43%
SCHD
Schwab U.S. Dividend Equity ETF
24.36%4.34%11.66%4.54%-3.26%29.87%15.03%27.29%-5.56%20.85%

Correlation

The correlation between ICL and SCHD is 0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.10

Correlation (3Y)
Balances recent behavior with more history.

0.29

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.35

Correlation (10Y)
Provides a long-term view across more market conditions.

0.37

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2014

0.37

Over the past year, the correlation between ICL and SCHD has dropped to 0.10 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

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Return for Risk

ICL vs. SCHD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ICL
ICL Risk / Return Rank: 2525
Overall Rank
ICL Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ICL Sortino Ratio Rank: 2525
Sortino Ratio Rank
ICL Omega Ratio Rank: 2424
Omega Ratio Rank
ICL Calmar Ratio Rank: 2424
Calmar Ratio Rank
ICL Martin Ratio Rank: 2626
Martin Ratio Rank

SCHD
SCHD Risk / Return Rank: 9595
Overall Rank
SCHD Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SCHD Sortino Ratio Rank: 9696
Sortino Ratio Rank
SCHD Omega Ratio Rank: 9494
Omega Ratio Rank
SCHD Calmar Ratio Rank: 9797
Calmar Ratio Rank
SCHD Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ICL vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ICL Group Ltd (ICL) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ICLSCHDDifference
Sharpe ratioReturn per unit of total volatility

-3.30

Sortino ratioReturn per unit of downside risk

-4.81

Omega ratioGain probability vs. loss probability

0.96

1.52

-0.57

Calmar ratioReturn relative to maximum drawdown

-0.53

6.94

-7.47

Martin ratioReturn relative to average drawdown

-0.86

17.53

-18.39

ICL vs. SCHD - Sharpe Ratio Comparison

The current ICL Sharpe Ratio is -0.40, which is lower than the SCHD Sharpe Ratio of 2.90. The chart below compares the historical Sharpe Ratios of ICL and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ICL vs. SCHD - Drawdown Comparison

The maximum ICL drawdown since its inception was -63.87%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ICL and SCHD.


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Drawdown Indicators


ICLSCHDDifference

Max Drawdown

Largest peak-to-trough decline

-63.87%

-33.37%

-30.50%

Max Drawdown (1Y)

Largest decline over 1 year

-29.21%

-4.61%

-24.60%

Max Drawdown (3Y)

Largest decline over 3 years

-40.40%

-16.13%

-24.27%

Max Drawdown (5Y)

Largest decline over 5 years

-63.87%

-16.85%

-47.02%

Max Drawdown (10Y)

Largest decline over 10 years

-63.87%

-33.37%

-30.50%

Current Drawdown

Current decline from peak

-48.68%

-0.97%

-47.71%

Average Drawdown

Average peak-to-trough decline

-30.58%

-3.29%

-27.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.94%

1.82%

+16.12%

Volatility

ICL vs. SCHD - Volatility Comparison

ICL Group Ltd (ICL) has a higher volatility of 9.77% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.82%. This indicates that ICL'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


ICLSCHDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.77%

3.82%

+5.95%

Volatility (6M)

Calculated over the trailing 6-month period

27.80%

7.99%

+19.81%

Volatility (1Y)

Calculated over the trailing 1-year period

38.99%

11.06%

+27.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.41%

14.39%

+23.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.61%

16.73%

+17.88%

Dividends

ICL vs. SCHD - Dividend Comparison

ICL's dividend yield for the trailing twelve months is around 2.90%, less than SCHD's 3.12% yield.


PositionTTM20252024202320222021202020192018201720162015
ICL
ICL Group Ltd
2.90%2.29%3.96%7.34%16.15%2.58%1.82%4.45%6.65%7.23%4.23%6.73%
SCHD
Schwab U.S. Dividend Equity ETF
3.12%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


ICL and SCHD have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ICL has higher volatility (9.77%) compared to SCHD (3.82%). In terms of maximum drawdown, ICL dropped -63.87% vs SCHD's -33.37%.

SCHD currently has the higher Sharpe Ratio (2.90 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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