PRIW.L vs. SCHK
Compare and contrast key facts about Amundi Prime Global UCITS ETF DR (D) (PRIW.L) and Schwab 1000 Index ETF (SCHK).
PRIW.L and SCHK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PRIW.L is a passively managed fund by Amundi Luxembourg S.A. that tracks the performance of the MSCI ACWI NR USD. It was launched on Jan 30, 2019. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017. Both PRIW.L and SCHK 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: PRIW.L or SCHK.
Key characteristics
| PRIW.L | SCHK | |
|---|---|---|
| YTD Return | 11.68% | 18.13% |
| 1Y Return | 15.73% | 27.97% |
| 3Y Return (Ann) | 7.93% | 8.68% |
| 5Y Return (Ann) | 10.77% | 14.78% |
| Sharpe Ratio | 1.42 | 2.14 |
| Daily Std Dev | 10.59% | 12.88% |
| Max Drawdown | -23.28% | -34.80% |
| Current Drawdown | -1.85% | -0.70% |
Correlation
The correlation between PRIW.L and SCHK is 0.63, 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
PRIW.L vs. SCHK - Performance Comparison
In the year-to-date period, PRIW.L achieves a 11.68% return, which is significantly lower than SCHK's 18.13% 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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PRIW.L vs. SCHK - Expense Ratio Comparison
Both PRIW.L and SCHK have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
PRIW.L vs. SCHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Prime Global UCITS ETF DR (D) (PRIW.L) and Schwab 1000 Index ETF (SCHK). 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
PRIW.L vs. SCHK - Dividend Comparison
PRIW.L has not paid dividends to shareholders, while SCHK's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
PRIW.L Amundi Prime Global UCITS ETF DR (D) | 0.00% | 0.00% | 1.89% | 1.34% | 1.48% | 1.48% | 0.00% | 0.00% |
SCHK Schwab 1000 Index ETF | 1.22% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.82% | 0.31% |
Drawdowns
PRIW.L vs. SCHK - Drawdown Comparison
The maximum PRIW.L drawdown since its inception was -23.28%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for PRIW.L and SCHK. For additional features, visit the drawdowns tool.
Volatility
PRIW.L vs. SCHK - Volatility Comparison
Amundi Prime Global UCITS ETF DR (D) (PRIW.L) and Schwab 1000 Index ETF (SCHK) have volatilities of 4.12% and 3.94%, 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.