Correlation
The correlation between SCHF and SWISX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
SCHF vs. SWISX
Compare and contrast key facts about Schwab International Equity ETF (SCHF) and Schwab International Index Fund (SWISX).
SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997. Both SCHF and SWISX 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: SCHF or SWISX.
Performance
SCHF vs. SWISX - Performance Comparison
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Key characteristics
SCHF:
0.89
SWISX:
0.84
SCHF:
1.25
SWISX:
1.16
SCHF:
1.17
SWISX:
1.16
SCHF:
1.05
SWISX:
0.97
SCHF:
3.17
SWISX:
2.80
SCHF:
4.43%
SWISX:
4.73%
SCHF:
17.10%
SWISX:
16.96%
SCHF:
-34.64%
SWISX:
-60.65%
SCHF:
-0.55%
SWISX:
-0.45%
Returns By Period
In the year-to-date period, SCHF achieves a 16.59% return, which is significantly lower than SWISX's 17.51% return. Over the past 10 years, SCHF has outperformed SWISX with an annualized return of 7.24%, while SWISX has yielded a comparatively lower 6.02% annualized return.
SCHF
16.59%
5.32%
12.43%
14.01%
12.47%
13.12%
7.24%
SWISX
17.51%
5.14%
14.13%
12.96%
11.51%
11.41%
6.02%
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SCHF vs. SWISX - Expense Ratio Comparison
Both SCHF and SWISX have an expense ratio of 0.06%, 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
SCHF vs. SWISX — Risk-Adjusted Performance Rank
SCHF
SWISX
SCHF vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Equity ETF (SCHF) and Schwab International Index Fund (SWISX). 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.
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Dividends
SCHF vs. SWISX - Dividend Comparison
SCHF's dividend yield for the trailing twelve months is around 2.80%, which matches SWISX's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHF Schwab International Equity ETF | 2.80% | 3.26% | 2.97% | 2.80% | 3.19% | 2.08% | 2.95% | 3.06% | 2.35% | 2.58% | 2.26% | 2.90% |
SWISX Schwab International Index Fund | 2.80% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
SCHF vs. SWISX - Drawdown Comparison
The maximum SCHF drawdown since its inception was -34.64%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SCHF and SWISX.
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Volatility
SCHF vs. SWISX - Volatility Comparison
The current volatility for Schwab International Equity ETF (SCHF) is 3.08%, while Schwab International Index Fund (SWISX) has a volatility of 3.42%. This indicates that SCHF experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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