SCHC vs. KWEB
Compare and contrast key facts about Schwab International Small-Cap Equity ETF (SCHC) and KraneShares CSI China Internet ETF (KWEB).
SCHC and KWEB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010. KWEB is a passively managed fund by CICC that tracks the performance of the CSI Overseas China Internet. It was launched on Jul 31, 2013. Both SCHC and KWEB 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: SCHC or KWEB.
Key characteristics
| SCHC | KWEB | |
|---|---|---|
| YTD Return | 0.72% | 11.74% |
| 1Y Return | 7.11% | 14.21% |
| 3Y Return (Ann) | -2.95% | -23.79% |
| 5Y Return (Ann) | 3.81% | -7.82% |
| 10Y Return (Ann) | 3.06% | 0.54% |
| Sharpe Ratio | 0.49 | 0.39 |
| Daily Std Dev | 14.40% | 35.85% |
| Max Drawdown | -43.94% | -80.92% |
| Current Drawdown | -14.19% | -68.20% |
Correlation
The correlation between SCHC and KWEB is 0.54, 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
SCHC vs. KWEB - Performance Comparison
In the year-to-date period, SCHC achieves a 0.72% return, which is significantly lower than KWEB's 11.74% return. Over the past 10 years, SCHC has outperformed KWEB with an annualized return of 3.06%, while KWEB has yielded a comparatively lower 0.54% annualized 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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SCHC vs. KWEB - Expense Ratio Comparison
SCHC has a 0.11% expense ratio, which is lower than KWEB's 0.76% expense ratio.
Risk-Adjusted Performance
SCHC vs. KWEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Small-Cap Equity ETF (SCHC) and KraneShares CSI China Internet ETF (KWEB). 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
SCHC vs. KWEB - Dividend Comparison
SCHC's dividend yield for the trailing twelve months is around 2.92%, more than KWEB's 1.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHC Schwab International Small-Cap Equity ETF | 2.92% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% | 2.59% | 2.81% |
KWEB KraneShares CSI China Internet ETF | 1.53% | 1.71% | 0.00% | 7.07% | 0.29% | 0.08% | 3.40% | 0.58% | 1.19% | 0.46% | 0.89% | 0.31% |
Drawdowns
SCHC vs. KWEB - Drawdown Comparison
The maximum SCHC drawdown since its inception was -43.94%, smaller than the maximum KWEB drawdown of -80.92%. Use the drawdown chart below to compare losses from any high point for SCHC and KWEB. For additional features, visit the drawdowns tool.
Volatility
SCHC vs. KWEB - Volatility Comparison
The current volatility for Schwab International Small-Cap Equity ETF (SCHC) is 4.42%, while KraneShares CSI China Internet ETF (KWEB) has a volatility of 11.41%. This indicates that SCHC experiences smaller price fluctuations and is considered to be less risky than KWEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.