SDEM vs. SCHD
Compare and contrast key facts about Global X MSCI SuperDividend Emerging Markets ETF (SDEM) and Schwab US Dividend Equity ETF (SCHD).
SDEM and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDEM is a passively managed fund by Global X that tracks the performance of the MSCI Emerging Markets Top 50 Dividend. It was launched on Mar 17, 2015. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both SDEM and SCHD 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: SDEM or SCHD.
Correlation
The correlation between SDEM and SCHD is 0.56, 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
SDEM vs. SCHD - Performance Comparison
Key characteristics
SDEM:
0.36
SCHD:
0.14
SDEM:
0.63
SCHD:
0.35
SDEM:
1.08
SCHD:
1.05
SDEM:
0.23
SCHD:
0.17
SDEM:
0.91
SCHD:
0.57
SDEM:
7.35%
SCHD:
4.90%
SDEM:
18.21%
SCHD:
16.03%
SDEM:
-47.38%
SCHD:
-33.37%
SDEM:
-18.96%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, SDEM achieves a 10.67% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, SDEM has underperformed SCHD with an annualized return of -0.94%, while SCHD has yielded a comparatively higher 10.38% annualized return.
SDEM
10.67%
11.76%
6.63%
6.43%
5.46%
-0.94%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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SDEM vs. SCHD - Expense Ratio Comparison
SDEM has a 0.67% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SDEM vs. SCHD — Risk-Adjusted Performance Rank
SDEM
SCHD
SDEM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MSCI SuperDividend Emerging Markets ETF (SDEM) and Schwab US 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.
Dividends
SDEM vs. SCHD - Dividend Comparison
SDEM's dividend yield for the trailing twelve months is around 6.39%, more than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDEM Global X MSCI SuperDividend Emerging Markets ETF | 6.39% | 7.28% | 7.50% | 8.23% | 8.14% | 6.30% | 6.47% | 6.55% | 5.01% | 5.06% | 6.14% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SDEM vs. SCHD - Drawdown Comparison
The maximum SDEM drawdown since its inception was -47.38%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SDEM and SCHD. For additional features, visit the drawdowns tool.
Volatility
SDEM vs. SCHD - Volatility Comparison
The current volatility for Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is 5.87%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.36%. This indicates that SDEM 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.