IQDY vs. SCHD
Compare and contrast key facts about FlexShares International Quality Dividend Dynamic Index Fund (IQDY) and Schwab US Dividend Equity ETF (SCHD).
IQDY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQDY is a passively managed fund by Northern Trust that tracks the performance of the Northern Trust International Quality Dividend Dynamic Index. It was launched on Apr 12, 2013. 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 IQDY 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: IQDY or SCHD.
Correlation
The correlation between IQDY and SCHD is 0.64, 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
IQDY vs. SCHD - Performance Comparison
Key characteristics
IQDY:
0.83
SCHD:
1.23
IQDY:
1.22
SCHD:
1.82
IQDY:
1.15
SCHD:
1.21
IQDY:
1.23
SCHD:
1.76
IQDY:
2.70
SCHD:
4.51
IQDY:
4.42%
SCHD:
3.11%
IQDY:
14.51%
SCHD:
11.39%
IQDY:
-39.59%
SCHD:
-33.37%
IQDY:
-3.12%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, IQDY achieves a 5.68% return, which is significantly higher than SCHD's 3.26% return. Over the past 10 years, IQDY has underperformed SCHD with an annualized return of 6.11%, while SCHD has yielded a comparatively higher 11.15% annualized return.
IQDY
5.68%
2.71%
1.12%
10.03%
8.09%
6.11%
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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IQDY vs. SCHD - Expense Ratio Comparison
IQDY has a 0.47% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
IQDY vs. SCHD — Risk-Adjusted Performance Rank
IQDY
SCHD
IQDY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares International Quality Dividend Dynamic Index Fund (IQDY) 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
IQDY vs. SCHD - Dividend Comparison
IQDY's dividend yield for the trailing twelve months is around 6.58%, more than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQDY FlexShares International Quality Dividend Dynamic Index Fund | 6.58% | 6.95% | 6.45% | 5.52% | 3.89% | 2.62% | 3.85% | 5.97% | 3.57% | 3.77% | 4.08% | 4.34% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
IQDY vs. SCHD - Drawdown Comparison
The maximum IQDY drawdown since its inception was -39.59%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IQDY and SCHD. For additional features, visit the drawdowns tool.
Volatility
IQDY vs. SCHD - Volatility Comparison
FlexShares International Quality Dividend Dynamic Index Fund (IQDY) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.03% and 3.10%, 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.