SEDY.L vs. SCHD
Compare and contrast key facts about iShares Emerging Markets Dividend UCITS ETF (SEDY.L) and Schwab US Dividend Equity ETF (SCHD).
SEDY.L and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SEDY.L is a passively managed fund by iShares that tracks the performance of the MSCI EM NR USD. It was launched on Nov 25, 2011. 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 SEDY.L 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: SEDY.L or SCHD.
Correlation
The correlation between SEDY.L and SCHD is 0.44, 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
SEDY.L vs. SCHD - Performance Comparison
Key characteristics
SEDY.L:
0.42
SCHD:
1.09
SEDY.L:
0.69
SCHD:
1.62
SEDY.L:
1.08
SCHD:
1.19
SEDY.L:
0.13
SCHD:
1.57
SEDY.L:
0.78
SCHD:
4.13
SEDY.L:
7.74%
SCHD:
3.03%
SEDY.L:
14.38%
SCHD:
11.48%
SEDY.L:
-50.85%
SCHD:
-33.37%
SEDY.L:
-40.44%
SCHD:
-4.74%
Returns By Period
In the year-to-date period, SEDY.L achieves a 3.36% return, which is significantly higher than SCHD's 2.01% return. Over the past 10 years, SEDY.L has underperformed SCHD with an annualized return of -2.36%, while SCHD has yielded a comparatively higher 11.05% annualized return.
SEDY.L
3.36%
3.87%
3.71%
4.16%
-5.91%
-2.36%
SCHD
2.01%
3.18%
5.59%
12.24%
11.13%
11.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEDY.L vs. SCHD - Expense Ratio Comparison
SEDY.L has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SEDY.L vs. SCHD — Risk-Adjusted Performance Rank
SEDY.L
SCHD
SEDY.L vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Dividend UCITS ETF (SEDY.L) 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
SEDY.L vs. SCHD - Dividend Comparison
SEDY.L has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.57%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEDY.L iShares Emerging Markets Dividend UCITS ETF | 0.00% | 0.00% | 6.95% | 9.33% | 6.42% | 5.11% | 5.84% | 5.54% | 4.08% | 4.25% | 6.31% | 4.81% |
SCHD Schwab US Dividend Equity ETF | 3.57% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SEDY.L vs. SCHD - Drawdown Comparison
The maximum SEDY.L drawdown since its inception was -50.85%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SEDY.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
SEDY.L vs. SCHD - Volatility Comparison
The current volatility for iShares Emerging Markets Dividend UCITS ETF (SEDY.L) is 2.99%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.30%. This indicates that SEDY.L 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.