IQSI vs. SCHY
Compare and contrast key facts about IQ Candriam ESG International Equity ETF (IQSI) and Schwab International Dividend Equity ETF (SCHY).
IQSI and SCHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQSI is a passively managed fund by New York Life that tracks the performance of the IQ Candriam ESG International Equity Index. It was launched on Dec 17, 2019. 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 IQSI 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: IQSI or SCHY.
Correlation
The correlation between IQSI and SCHY 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
IQSI vs. SCHY - Performance Comparison
Key characteristics
IQSI:
0.59
SCHY:
0.97
IQSI:
1.00
SCHY:
1.46
IQSI:
1.14
SCHY:
1.20
IQSI:
0.77
SCHY:
1.13
IQSI:
2.17
SCHY:
2.51
IQSI:
4.99%
SCHY:
5.49%
IQSI:
17.43%
SCHY:
13.67%
IQSI:
-31.90%
SCHY:
-24.03%
IQSI:
-0.35%
SCHY:
-1.20%
Returns By Period
In the year-to-date period, IQSI achieves a 12.57% return, which is significantly lower than SCHY's 14.69% return.
IQSI
12.57%
9.62%
9.20%
10.26%
11.81%
N/A
SCHY
14.69%
9.01%
9.41%
13.12%
N/A
N/A
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IQSI vs. SCHY - Expense Ratio Comparison
IQSI has a 0.15% 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
IQSI vs. SCHY — Risk-Adjusted Performance Rank
IQSI
SCHY
IQSI vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) 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
IQSI vs. SCHY - Dividend Comparison
IQSI's dividend yield for the trailing twelve months is around 2.43%, less than SCHY's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IQSI IQ Candriam ESG International Equity ETF | 2.43% | 2.79% | 2.98% | 2.89% | 2.75% | 1.65% | 0.06% |
SCHY Schwab International Dividend Equity ETF | 3.99% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% |
Drawdowns
IQSI vs. SCHY - Drawdown Comparison
The maximum IQSI drawdown since its inception was -31.90%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for IQSI and SCHY. For additional features, visit the drawdowns tool.
Volatility
IQSI vs. SCHY - Volatility Comparison
IQ Candriam ESG International Equity ETF (IQSI) has a higher volatility of 4.56% compared to Schwab International Dividend Equity ETF (SCHY) at 4.09%. This indicates that IQSI's price experiences larger fluctuations and is considered to be riskier than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.