QDVD.DE vs. SCHD
QDVD.DE (iShares MSCI USA Quality Dividend Advanced UCITS ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - QDVD.DE is a ESG fund tracking the MSCI USA High Dividend Yield ESG Reduced Carbon Target Select Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, QDVD.DE returned 11.14%/yr vs 12.46%/yr for SCHD. A 0.58 correlation means they provide meaningful diversification when combined. QDVD.DE charges 0.35%/yr vs 0.06%/yr for SCHD.
Performance
QDVD.DE vs. SCHD - Performance Comparison
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Different Trading Currencies
QDVD.DE is traded in EUR, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDVD.DE achieves a 15.57% return, which is significantly lower than SCHD's 21.58% return. Over the past 10 years, QDVD.DE has underperformed SCHD with an annualized return of 11.14%, while SCHD has yielded a comparatively higher 12.46% annualized return.
QDVD.DE
- 1D
- -0.59%
- 1M
- 1.77%
- YTD
- 15.57%
- 6M
- 16.16%
- 1Y
- 29.53%
- 3Y*
- 16.70%
- 5Y*
- 13.08%
- 10Y*
- 11.14%
SCHD
- 1D
- 0.87%
- 1M
- -0.52%
- YTD
- 21.58%
- 6M
- 21.58%
- 1Y
- 26.80%
- 3Y*
- 12.97%
- 5Y*
- 9.75%
- 10Y*
- 12.46%
QDVD.DE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVD.DE iShares MSCI USA Quality Dividend Advanced UCITS ETF | 15.57% | 4.15% | 21.92% | 10.55% | -1.08% | 32.39% | -9.18% | 25.22% | 0.50% | 4.16% |
SCHD Schwab U.S. Dividend Equity ETF | 21.58% | -8.04% | 19.03% | 1.41% | 2.74% | 39.59% | 5.55% | 30.17% | -1.13% | 6.00% |
Correlation
The correlation between QDVD.DE and SCHD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2014 | 0.58 |
Over the past year, the correlation between QDVD.DE and SCHD has dropped to 0.37 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
QDVD.DE vs. SCHD — Risk / Return Rank
QDVD.DE
SCHD
QDVD.DE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Dividend Advanced UCITS ETF (QDVD.DE) and Schwab U.S. 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QDVD.DE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.40 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 6.08 | 6.48 | -0.40 |
| Martin ratioReturn relative to average drawdown | 21.17 | 16.19 | +4.99 |
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Drawdowns
QDVD.DE vs. SCHD - Drawdown Comparison
The maximum QDVD.DE drawdown since its inception was -32.55%, roughly equal to the maximum SCHD drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for QDVD.DE and SCHD.
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Drawdown Indicators
| QDVD.DE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -32.28% | -0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -4.15% | -0.68% |
Max Drawdown (3Y)Largest decline over 3 years | -21.55% | -21.40% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.55% | -21.40% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -32.28% | -0.27% |
Current DrawdownCurrent decline from peak | -0.59% | -0.77% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -4.42% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 1.66% | -0.27% |
Volatility
QDVD.DE vs. SCHD - Volatility Comparison
The current volatility for iShares MSCI USA Quality Dividend Advanced UCITS ETF (QDVD.DE) is 2.78%, while Schwab U.S. Dividend Equity ETF (SCHD) has a volatility of 3.25%. This indicates that QDVD.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.
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Volatility by Period
| QDVD.DE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 3.25% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.76% | 8.53% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 11.62% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.87% | 14.58% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.80% | 17.44% | -2.64% |
QDVD.DE vs. SCHD - Expense Ratio Comparison
QDVD.DE has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
QDVD.DE vs. SCHD - Dividend Comparison
QDVD.DE's dividend yield for the trailing twelve months is around 1.50%, less than SCHD's 3.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVD.DE iShares MSCI USA Quality Dividend Advanced UCITS ETF | 1.50% | 1.72% | 1.88% | 2.04% | 2.34% | 1.99% | 2.72% | 2.37% | 2.43% | 2.28% | 2.19% | 2.44% |
SCHD Schwab U.S. Dividend Equity ETF | 3.30% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
QDVD.DE and SCHD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.35% for QDVD.DE.
QDVD.DE is categorized as ESG, while SCHD is Dividend. QDVD.DE tracks MSCI USA High Dividend Yield ESG Reduced Carbon Target Select Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.35% for QDVD.DE and 0.06% for SCHD.
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