SCHW vs. IYW
Compare and contrast key facts about The Charles Schwab Corporation (SCHW) and iShares U.S. Technology ETF (IYW).
IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHW or IYW.
Key characteristics
| SCHW | IYW | |
|---|---|---|
| YTD Return | 7.92% | 4.48% |
| 1Y Return | 45.28% | 38.11% |
| 3Y Return (Ann) | 3.00% | 11.75% |
| 5Y Return (Ann) | 11.66% | 21.22% |
| 10Y Return (Ann) | 12.05% | 19.92% |
| Sharpe Ratio | 1.47 | 2.04 |
| Daily Std Dev | 30.05% | 18.76% |
| Max Drawdown | -86.79% | -81.89% |
| Current Drawdown | -20.08% | -6.16% |
Correlation
The correlation between SCHW and IYW 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
SCHW vs. IYW - Performance Comparison
In the year-to-date period, SCHW achieves a 7.92% return, which is significantly higher than IYW's 4.48% return. Over the past 10 years, SCHW has underperformed IYW with an annualized return of 12.05%, while IYW has yielded a comparatively higher 19.92% 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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Risk-Adjusted Performance
SCHW vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) and iShares U.S. Technology ETF (IYW). 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
SCHW vs. IYW - Dividend Comparison
SCHW's dividend yield for the trailing twelve months is around 1.35%, more than IYW's 0.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW The Charles Schwab Corporation | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
IYW iShares U.S. Technology ETF | 0.36% | 0.40% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
Drawdowns
SCHW vs. IYW - Drawdown Comparison
The maximum SCHW drawdown since its inception was -86.79%, which is greater than IYW's maximum drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for SCHW and IYW. For additional features, visit the drawdowns tool.
Volatility
SCHW vs. IYW - Volatility Comparison
The current volatility for The Charles Schwab Corporation (SCHW) is 4.72%, while iShares U.S. Technology ETF (IYW) has a volatility of 6.65%. This indicates that SCHW experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.