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IDEV vs. SCHR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDEV vs. SCHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core MSCI International Developed Markets ETF (IDEV) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDEV achieves a 9.59% return, which is significantly higher than SCHR's -0.27% return.


IDEV

1D
0.42%
1M
2.88%
YTD
9.59%
6M
11.02%
1Y
23.58%
3Y*
17.03%
5Y*
8.52%
10Y*

SCHR

1D
-0.12%
1M
0.66%
YTD
-0.27%
6M
0.04%
1Y
3.42%
3Y*
3.71%
5Y*
0.02%
10Y*
1.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDEV vs. SCHR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDEV
iShares Core MSCI International Developed Markets ETF
9.59%32.56%4.54%17.36%-14.99%13.00%8.32%23.12%-14.10%17.43%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
-0.27%7.33%1.42%4.27%-10.58%-2.62%7.72%6.18%1.46%1.00%

Correlation

The correlation between IDEV and SCHR is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Mar 23, 2017

0.01

Over the past year, IDEV and SCHR have become more correlated (0.35) than their long-term average of 0.01, meaning their price movements have been converging.

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Return for Risk

IDEV vs. SCHR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDEV
IDEV Risk / Return Rank: 4848
Overall Rank
IDEV Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IDEV Sortino Ratio Rank: 4848
Sortino Ratio Rank
IDEV Omega Ratio Rank: 4747
Omega Ratio Rank
IDEV Calmar Ratio Rank: 4545
Calmar Ratio Rank
IDEV Martin Ratio Rank: 5252
Martin Ratio Rank

SCHR
SCHR Risk / Return Rank: 2929
Overall Rank
SCHR Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
SCHR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SCHR Omega Ratio Rank: 2727
Omega Ratio Rank
SCHR Calmar Ratio Rank: 2727
Calmar Ratio Rank
SCHR Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDEV vs. SCHR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI International Developed Markets ETF (IDEV) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR). 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.


IDEVSCHRDifference
Sharpe ratioReturn per unit of total volatility

+0.51

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.27

1.17

+0.10

Calmar ratioReturn relative to maximum drawdown

1.99

1.17

+0.82

Martin ratioReturn relative to average drawdown

7.76

3.29

+4.47

IDEV vs. SCHR - Sharpe Ratio Comparison

The current IDEV Sharpe Ratio is 1.48, which is higher than the SCHR Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of IDEV and SCHR, 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

IDEV vs. SCHR - Drawdown Comparison

The maximum IDEV drawdown since its inception was -34.77%, which is greater than SCHR's maximum drawdown of -16.11%. Use the drawdown chart below to compare losses from any high point for IDEV and SCHR.


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Drawdown Indicators


IDEVSCHRDifference

Max Drawdown

Largest peak-to-trough decline

-34.77%

-16.11%

-18.66%

Max Drawdown (1Y)

Largest decline over 1 year

-11.20%

-2.79%

-8.41%

Max Drawdown (3Y)

Largest decline over 3 years

-13.41%

-4.35%

-9.06%

Max Drawdown (5Y)

Largest decline over 5 years

-29.15%

-15.07%

-14.08%

Max Drawdown (10Y)

Largest decline over 10 years

-16.11%

Current Drawdown

Current decline from peak

-0.37%

-2.21%

+1.84%

Average Drawdown

Average peak-to-trough decline

-6.55%

-3.64%

-2.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

0.99%

+1.88%

Volatility

IDEV vs. SCHR - Volatility Comparison

iShares Core MSCI International Developed Markets ETF (IDEV) has a higher volatility of 5.30% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.11%. This indicates that IDEV's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDEVSCHRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.30%

1.11%

+4.19%

Volatility (6M)

Calculated over the trailing 6-month period

12.73%

2.40%

+10.33%

Volatility (1Y)

Calculated over the trailing 1-year period

15.07%

3.38%

+11.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.35%

5.38%

+10.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.29%

4.47%

+12.82%

IDEV vs. SCHR - Expense Ratio Comparison

Both IDEV and SCHR have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

IDEV vs. SCHR - Dividend Comparison

IDEV's dividend yield for the trailing twelve months is around 3.11%, less than SCHR's 3.91% yield.


PositionTTM20252024202320222021202020192018201720162015
IDEV
iShares Core MSCI International Developed Markets ETF
3.11%3.40%3.30%3.07%2.69%3.05%2.00%3.18%3.16%1.54%0.00%0.00%
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
3.91%3.85%3.77%3.16%2.02%1.00%1.62%2.31%2.11%1.65%1.45%1.56%

Frequently Asked Questions


IDEV and SCHR have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDEV has higher volatility (5.30%) compared to SCHR (1.11%). In terms of maximum drawdown, IDEV dropped -34.77% vs SCHR's -16.11%.

On 5-year performance, IDEV leads with 8.52% vs 0.02% for SCHR. Both ETFs have the same 0.05% expense ratio. On volatility, SCHR has been the lower-risk option at 1.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IDEV has performed better with a 8.52% return vs 0.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IDEV and SCHR have the same expense ratio: 0.05% per year.

SCHR has the higher dividend yield at 3.91%, compared with 3.11% for IDEV.

IDEV is categorized as Foreign Large Cap Equities, while SCHR is Government Bonds. IDEV tracks MSCI World ex USA Investable Market Index, while SCHR tracks Bloomberg US Treasury 3-10 Year Index. They also come from different issuers: iShares and Charles Schwab.

IDEV currently has the higher Sharpe Ratio (1.48 vs 0.97), 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.

Portfolio Optimizer

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