KWT vs. SCHD
Compare and contrast key facts about iShares MSCI Kuwait ETF (KWT) and Schwab US Dividend Equity ETF (SCHD).
KWT and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KWT is a passively managed fund by iShares that tracks the performance of the MSCI All Kuwait Select Size Liquidity Capped Index. It was launched on Sep 1, 2020. 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 KWT 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: KWT or SCHD.
Key characteristics
| KWT | SCHD | |
|---|---|---|
| YTD Return | 9.33% | 13.91% |
| 1Y Return | 13.77% | 24.71% |
| 3Y Return (Ann) | 1.77% | 6.00% |
| Sharpe Ratio | 1.19 | 2.32 |
| Sortino Ratio | 1.76 | 3.34 |
| Omega Ratio | 1.23 | 1.41 |
| Calmar Ratio | 0.62 | 2.39 |
| Martin Ratio | 6.00 | 12.61 |
| Ulcer Index | 2.40% | 2.04% |
| Daily Std Dev | 12.11% | 11.09% |
| Max Drawdown | -25.37% | -33.37% |
| Current Drawdown | -11.63% | -2.36% |
Correlation
The correlation between KWT and SCHD is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KWT vs. SCHD - Performance Comparison
In the year-to-date period, KWT achieves a 9.33% return, which is significantly lower than SCHD's 13.91% 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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KWT vs. SCHD - Expense Ratio Comparison
KWT has a 0.74% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
KWT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Kuwait ETF (KWT) 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
KWT vs. SCHD - Dividend Comparison
KWT's dividend yield for the trailing twelve months is around 4.63%, more than SCHD's 3.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KWT iShares MSCI Kuwait ETF | 4.63% | 2.25% | 4.49% | 7.65% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.47% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
KWT vs. SCHD - Drawdown Comparison
The maximum KWT drawdown since its inception was -25.37%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for KWT and SCHD. For additional features, visit the drawdowns tool.
Volatility
KWT vs. SCHD - Volatility Comparison
iShares MSCI Kuwait ETF (KWT) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 2.76% and 2.75%, 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.