IDLV vs. SCHY
Compare and contrast key facts about Invesco S&P International Developed Low Volatility ETF (IDLV) and Schwab International Dividend Equity ETF (SCHY).
IDLV and SCHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDLV is a passively managed fund by Invesco that tracks the performance of the S&P BMI International Developed Low Volatility Index. It was launched on Jan 13, 2012. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021. Both IDLV and SCHY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDLV or SCHY.
Correlation
The correlation between IDLV and SCHY is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IDLV vs. SCHY - Performance Comparison
Key characteristics
IDLV:
1.21
SCHY:
0.65
IDLV:
1.70
SCHY:
0.96
IDLV:
1.21
SCHY:
1.12
IDLV:
1.16
SCHY:
0.58
IDLV:
3.16
SCHY:
1.36
IDLV:
3.89%
SCHY:
5.21%
IDLV:
10.11%
SCHY:
10.93%
IDLV:
-34.65%
SCHY:
-24.03%
IDLV:
-3.01%
SCHY:
-6.53%
Returns By Period
In the year-to-date period, IDLV achieves a 6.07% return, which is significantly higher than SCHY's 5.45% return.
IDLV
6.07%
5.47%
1.83%
10.49%
0.25%
3.05%
SCHY
5.45%
4.14%
-2.52%
4.72%
N/A
N/A
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IDLV vs. SCHY - Expense Ratio Comparison
IDLV has a 0.25% expense ratio, which is higher than SCHY's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IDLV vs. SCHY — Risk-Adjusted Performance Rank
IDLV
SCHY
IDLV vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P International Developed Low Volatility ETF (IDLV) and Schwab International Dividend Equity ETF (SCHY). 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.
Dividends
IDLV vs. SCHY - Dividend Comparison
IDLV's dividend yield for the trailing twelve months is around 3.21%, less than SCHY's 4.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDLV Invesco S&P International Developed Low Volatility ETF | 3.21% | 3.41% | 3.59% | 4.69% | 2.99% | 2.31% | 5.48% | 3.94% | 3.05% | 3.92% | 3.93% | 3.25% |
SCHY Schwab International Dividend Equity ETF | 4.40% | 4.64% | 3.97% | 3.67% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IDLV vs. SCHY - Drawdown Comparison
The maximum IDLV drawdown since its inception was -34.65%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for IDLV and SCHY. For additional features, visit the drawdowns tool.
Volatility
IDLV vs. SCHY - Volatility Comparison
The current volatility for Invesco S&P International Developed Low Volatility ETF (IDLV) is 2.68%, while Schwab International Dividend Equity ETF (SCHY) has a volatility of 3.48%. This indicates that IDLV experiences smaller price fluctuations and is considered to be less risky than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.