LYYA.DE vs. SCHD
Compare and contrast key facts about Amundi MSCI World II UCITS ETF Dist (LYYA.DE) and Schwab US Dividend Equity ETF (SCHD).
LYYA.DE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LYYA.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World. It was launched on Apr 26, 2006. 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 LYYA.DE 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: LYYA.DE or SCHD.
Correlation
The correlation between LYYA.DE and SCHD is 0.55, 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
LYYA.DE vs. SCHD - Performance Comparison
Key characteristics
LYYA.DE:
2.14
SCHD:
1.20
LYYA.DE:
2.92
SCHD:
1.77
LYYA.DE:
1.43
SCHD:
1.21
LYYA.DE:
3.02
SCHD:
1.72
LYYA.DE:
14.14
SCHD:
4.44
LYYA.DE:
1.75%
SCHD:
3.08%
LYYA.DE:
11.61%
SCHD:
11.40%
LYYA.DE:
-54.50%
SCHD:
-33.37%
LYYA.DE:
-0.22%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, LYYA.DE achieves a 4.54% return, which is significantly higher than SCHD's 1.72% return. Both investments have delivered pretty close results over the past 10 years, with LYYA.DE having a 11.16% annualized return and SCHD not far behind at 11.01%.
LYYA.DE
4.54%
2.67%
15.19%
23.96%
12.38%
11.16%
SCHD
1.72%
-0.11%
3.59%
11.95%
11.08%
11.01%
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LYYA.DE vs. SCHD - Expense Ratio Comparison
LYYA.DE has a 0.30% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
LYYA.DE vs. SCHD — Risk-Adjusted Performance Rank
LYYA.DE
SCHD
LYYA.DE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World II UCITS ETF Dist (LYYA.DE) 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
LYYA.DE vs. SCHD - Dividend Comparison
LYYA.DE's dividend yield for the trailing twelve months is around 1.56%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYYA.DE Amundi MSCI World II UCITS ETF Dist | 1.56% | 1.63% | 1.35% | 1.95% | 1.31% | 1.58% | 1.49% | 2.36% | 2.05% | 2.33% | 2.55% | 1.72% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
LYYA.DE vs. SCHD - Drawdown Comparison
The maximum LYYA.DE drawdown since its inception was -54.50%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for LYYA.DE and SCHD. For additional features, visit the drawdowns tool.
Volatility
LYYA.DE vs. SCHD - Volatility Comparison
The current volatility for Amundi MSCI World II UCITS ETF Dist (LYYA.DE) is 2.92%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.23%. This indicates that LYYA.DE experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.