IXUS vs. SCHB
Compare and contrast key facts about iShares Core MSCI Total International Stock ETF (IXUS) and Schwab U.S. Broad Market ETF (SCHB).
IXUS and SCHB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009. Both IXUS and SCHB 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: IXUS or SCHB.
Key characteristics
| IXUS | SCHB | |
|---|---|---|
| YTD Return | 1.97% | 5.59% |
| 1Y Return | 9.89% | 26.31% |
| 3Y Return (Ann) | -0.44% | 6.29% |
| 5Y Return (Ann) | 5.08% | 12.53% |
| 10Y Return (Ann) | 4.11% | 11.98% |
| Sharpe Ratio | 0.80 | 2.14 |
| Daily Std Dev | 12.52% | 12.05% |
| Max Drawdown | -36.23% | -35.27% |
| Current Drawdown | -4.62% | -4.01% |
Correlation
The correlation between IXUS and SCHB is 0.81, 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
IXUS vs. SCHB - Performance Comparison
In the year-to-date period, IXUS achieves a 1.97% return, which is significantly lower than SCHB's 5.59% return. Over the past 10 years, IXUS has underperformed SCHB with an annualized return of 4.11%, while SCHB has yielded a comparatively higher 11.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IXUS vs. SCHB - Expense Ratio Comparison
IXUS has a 0.09% expense ratio, which is higher than SCHB's 0.03% 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
IXUS vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Total International Stock ETF (IXUS) and Schwab U.S. Broad Market ETF (SCHB). 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
IXUS vs. SCHB - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 3.07%, more than SCHB's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 3.07% | 3.13% | 2.48% | 3.11% | 1.85% | 3.09% | 3.00% | 2.40% | 2.57% | 2.80% | 2.95% | 2.07% |
SCHB Schwab U.S. Broad Market ETF | 1.34% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 2.31% | 2.00% | 1.72% | 1.63% |
Drawdowns
IXUS vs. SCHB - Drawdown Comparison
The maximum IXUS drawdown since its inception was -36.23%, roughly equal to the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for IXUS and SCHB. For additional features, visit the drawdowns tool.
Volatility
IXUS vs. SCHB - Volatility Comparison
The current volatility for iShares Core MSCI Total International Stock ETF (IXUS) is 3.30%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 3.68%. This indicates that IXUS experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.