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.
Correlation
The correlation between IXUS and SCHB is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IXUS vs. SCHB - Performance Comparison
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Key characteristics
IXUS:
7.12%
SCHB:
10.49%
IXUS:
-0.88%
SCHB:
-0.74%
IXUS:
-0.34%
SCHB:
-0.05%
Returns By Period
IXUS
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SCHB
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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 Rank
IXUS
SCHB
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.
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Dividends
IXUS vs. SCHB - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 3.00%, more than SCHB's 1.31% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 3.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IXUS vs. SCHB - Drawdown Comparison
The maximum IXUS drawdown since its inception was -0.88%, which is greater than SCHB's maximum drawdown of -0.74%. Use the drawdown chart below to compare losses from any high point for IXUS and SCHB. For additional features, visit the drawdowns tool.
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Volatility
IXUS vs. SCHB - Volatility Comparison
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