IDVY.AS vs. CHDVD.SW
IDVY.AS (iShares Euro Dividend UCITS ETF) and CHDVD.SW (iShares Swiss Dividend ETF (CH)) are both Europe Equities funds from iShares - IDVY.AS tracks the MSCI EMU NR EUR while CHDVD.SW tracks the SPI® Select Dividend 20 Index. Both are passively managed. Over the past 10 years, IDVY.AS returned 7.33%/yr vs 11.60%/yr for CHDVD.SW. A 0.60 correlation means they provide meaningful diversification when combined. IDVY.AS charges 0.40%/yr vs 0.15%/yr for CHDVD.SW.
Performance
IDVY.AS vs. CHDVD.SW - Performance Comparison
Loading charts...
Different Trading Currencies
IDVY.AS is traded in EUR, while CHDVD.SW is traded in CHF. To make them comparable, the CHDVD.SW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDVY.AS achieves a 8.21% return, which is significantly higher than CHDVD.SW's 2.60% return. Over the past 10 years, IDVY.AS has underperformed CHDVD.SW with an annualized return of 7.33%, while CHDVD.SW has yielded a comparatively higher 11.60% annualized return.
IDVY.AS
- 1D
- 0.33%
- 1M
- 2.29%
- YTD
- 8.21%
- 6M
- 10.99%
- 1Y
- 20.66%
- 3Y*
- 20.03%
- 5Y*
- 9.08%
- 10Y*
- 7.33%
CHDVD.SW
- 1D
- 1.09%
- 1M
- 0.46%
- YTD
- 2.60%
- 6M
- 6.46%
- 1Y
- 9.60%
- 3Y*
- 11.75%
- 5Y*
- 10.73%
- 10Y*
- 11.60%
IDVY.AS vs. CHDVD.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 8.21% | 41.92% | 8.62% | 4.42% | -13.82% | 24.39% | -17.87% | 20.43% | -10.28% | 9.96% |
CHDVD.SW iShares Swiss Dividend ETF (CH) | 2.60% | 20.19% | 7.39% | 16.79% | -6.45% | 29.71% | 4.34% | 39.30% | -0.88% | 6.55% |
Correlation
The correlation between IDVY.AS and CHDVD.SW is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.60 |
The correlation between IDVY.AS and CHDVD.SW shifts across timeframes, from 0.49 (3 years) to 0.60 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IDVY.AS vs. CHDVD.SW — Risk / Return Rank
IDVY.AS
CHDVD.SW
IDVY.AS vs. CHDVD.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IDVY.AS) and iShares Swiss Dividend ETF (CH) (CHDVD.SW). 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.
| IDVY.AS | CHDVD.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.03 | +1.59 |
| Martin ratioReturn relative to average drawdown | 8.13 | 3.08 | +5.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IDVY.AS | CHDVD.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.80 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.80 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.79 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.71 | -0.48 |
Drawdowns
IDVY.AS vs. CHDVD.SW - Drawdown Comparison
The maximum IDVY.AS drawdown since its inception was -71.33%, which is greater than CHDVD.SW's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for IDVY.AS and CHDVD.SW.
Loading charts...
Drawdown Indicators
| IDVY.AS | CHDVD.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.33% | -29.74% | -41.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -9.87% | +1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.81% | -13.39% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | -14.29% | -10.28% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -29.74% | -12.60% |
Current DrawdownCurrent decline from peak | -1.42% | -4.79% | +3.37% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -5.03% | -17.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.26% | -0.69% |
Volatility
IDVY.AS vs. CHDVD.SW - Volatility Comparison
The current volatility for iShares Euro Dividend UCITS ETF (IDVY.AS) is 3.54%, while iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a volatility of 4.42%. This indicates that IDVY.AS experiences smaller price fluctuations and is considered to be less risky than CHDVD.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IDVY.AS | CHDVD.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.42% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 10.26% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 12.65% | -0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 13.45% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.26% | 14.70% | +2.56% |
IDVY.AS vs. CHDVD.SW - Expense Ratio Comparison
IDVY.AS has a 0.40% expense ratio, which is higher than CHDVD.SW's 0.15% expense ratio.
Dividends
IDVY.AS vs. CHDVD.SW - Dividend Comparison
IDVY.AS's dividend yield for the trailing twelve months is around 3.99%, more than CHDVD.SW's 3.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
IDVY.AS iShares Euro Dividend UCITS ETF | 3.99% | 4.36% | 5.85% | 5.84% | 5.28% | 3.68% | 3.57% | 4.84% | 4.76% | 3.91% | 3.97% | 4.00% |
Frequently Asked Questions
IDVY.AS and CHDVD.SW have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.40% for IDVY.AS.
IDVY.AS tracks MSCI EMU NR EUR, while CHDVD.SW tracks SPI® Select Dividend 20 Index. Their fees differ too: 0.40% for IDVY.AS and 0.15% for CHDVD.SW.
Find the right allocation for IDVY.AS and CHDVD.SW
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer