SCHY vs. IGRO
Compare and contrast key facts about Schwab International Dividend Equity ETF (SCHY) and iShares International Dividend Growth ETF (IGRO).
SCHY and IGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021. IGRO is a passively managed fund by iShares that tracks the performance of the Morningstar Global ex-US Dividend Growth Index. It was launched on May 17, 2016. Both SCHY and IGRO 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: SCHY or IGRO.
Correlation
The correlation between SCHY and IGRO is 0.64, 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
SCHY vs. IGRO - Performance Comparison
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Key characteristics
SCHY:
0.97
IGRO:
0.94
SCHY:
1.46
IGRO:
1.47
SCHY:
1.20
IGRO:
1.20
SCHY:
1.13
IGRO:
1.38
SCHY:
2.51
IGRO:
3.41
SCHY:
5.49%
IGRO:
4.52%
SCHY:
13.67%
IGRO:
14.97%
SCHY:
-24.03%
IGRO:
-36.25%
SCHY:
-1.20%
IGRO:
-0.59%
Returns By Period
In the year-to-date period, SCHY achieves a 14.69% return, which is significantly higher than IGRO's 11.42% return.
SCHY
14.69%
9.74%
9.41%
12.58%
N/A
N/A
IGRO
11.42%
9.64%
6.83%
13.68%
12.27%
N/A
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SCHY vs. IGRO - Expense Ratio Comparison
SCHY has a 0.14% expense ratio, which is lower than IGRO's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHY vs. IGRO — Risk-Adjusted Performance Rank
SCHY
IGRO
SCHY vs. IGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Dividend Equity ETF (SCHY) and iShares International Dividend Growth ETF (IGRO). 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
SCHY vs. IGRO - Dividend Comparison
SCHY's dividend yield for the trailing twelve months is around 3.99%, more than IGRO's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHY Schwab International Dividend Equity ETF | 3.99% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGRO iShares International Dividend Growth ETF | 2.16% | 2.44% | 2.79% | 2.69% | 2.27% | 2.41% | 2.65% | 2.97% | 2.43% | 1.18% |
Drawdowns
SCHY vs. IGRO - Drawdown Comparison
The maximum SCHY drawdown since its inception was -24.03%, smaller than the maximum IGRO drawdown of -36.25%. Use the drawdown chart below to compare losses from any high point for SCHY and IGRO. For additional features, visit the drawdowns tool.
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Volatility
SCHY vs. IGRO - Volatility Comparison
Schwab International Dividend Equity ETF (SCHY) has a higher volatility of 4.09% compared to iShares International Dividend Growth ETF (IGRO) at 3.89%. This indicates that SCHY's price experiences larger fluctuations and is considered to be riskier than IGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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