IFV vs. SCHD
Compare and contrast key facts about First Trust Dorsey Wright International Focus 5 ETF (IFV) and Schwab US Dividend Equity ETF (SCHD).
IFV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IFV is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright International Focus Five Index. It was launched on Jul 22, 2014. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both IFV and SCHD 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: IFV or SCHD.
Correlation
The correlation between IFV and SCHD is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IFV vs. SCHD - Performance Comparison
Key characteristics
IFV:
0.65
SCHD:
0.34
IFV:
1.04
SCHD:
0.58
IFV:
1.13
SCHD:
1.08
IFV:
0.54
SCHD:
0.34
IFV:
2.14
SCHD:
1.16
IFV:
5.29%
SCHD:
4.69%
IFV:
17.38%
SCHD:
15.99%
IFV:
-48.89%
SCHD:
-33.37%
IFV:
-7.39%
SCHD:
-10.12%
Returns By Period
In the year-to-date period, IFV achieves a 9.96% return, which is significantly higher than SCHD's -3.75% return. Over the past 10 years, IFV has underperformed SCHD with an annualized return of 2.45%, while SCHD has yielded a comparatively higher 10.58% annualized return.
IFV
9.96%
4.72%
6.35%
10.15%
10.36%
2.45%
SCHD
-3.75%
-6.49%
-5.55%
5.07%
13.58%
10.58%
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IFV vs. SCHD - Expense Ratio Comparison
IFV has a 1.06% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
IFV vs. SCHD — Risk-Adjusted Performance Rank
IFV
SCHD
IFV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dorsey Wright International Focus 5 ETF (IFV) and Schwab US 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.
Dividends
IFV vs. SCHD - Dividend Comparison
IFV's dividend yield for the trailing twelve months is around 1.76%, less than SCHD's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFV First Trust Dorsey Wright International Focus 5 ETF | 1.76% | 2.32% | 2.88% | 3.79% | 1.05% | 1.53% | 2.92% | 1.87% | 1.43% | 1.10% | 1.52% | 0.21% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
IFV vs. SCHD - Drawdown Comparison
The maximum IFV drawdown since its inception was -48.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IFV and SCHD. For additional features, visit the drawdowns tool.
Volatility
IFV vs. SCHD - Volatility Comparison
First Trust Dorsey Wright International Focus 5 ETF (IFV) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 10.69% and 11.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.