TDGB.L vs. SCHD
Compare and contrast key facts about VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.L) and Schwab US Dividend Equity ETF (SCHD).
TDGB.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. TDGB.L is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016. 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 TDGB.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: TDGB.L or SCHD.
Correlation
The correlation between TDGB.L and SCHD is 0.57, 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
TDGB.L vs. SCHD - Performance Comparison
Key characteristics
TDGB.L:
1.38
SCHD:
1.27
TDGB.L:
13.79
SCHD:
1.87
TDGB.L:
2.79
SCHD:
1.22
TDGB.L:
19.41
SCHD:
1.82
TDGB.L:
54.72
SCHD:
4.66
TDGB.L:
1.96%
SCHD:
3.11%
TDGB.L:
77.43%
SCHD:
11.39%
TDGB.L:
-37.34%
SCHD:
-33.37%
TDGB.L:
-0.45%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, TDGB.L achieves a 8.44% return, which is significantly higher than SCHD's 3.66% return.
TDGB.L
8.44%
2.08%
11.17%
108.59%
43.23%
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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TDGB.L vs. SCHD - Expense Ratio Comparison
TDGB.L has a 0.38% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TDGB.L vs. SCHD — Risk-Adjusted Performance Rank
TDGB.L
SCHD
TDGB.L vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.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
TDGB.L vs. SCHD - Dividend Comparison
TDGB.L's dividend yield for the trailing twelve months is around 190.27%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDGB.L VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 190.27% | 206.32% | 52.52% | 4.40% | 4.06% | 4.16% | 3.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TDGB.L vs. SCHD - Drawdown Comparison
The maximum TDGB.L drawdown since its inception was -37.34%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TDGB.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
TDGB.L vs. SCHD - Volatility Comparison
The current volatility for VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.L) is 2.66%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.06%. This indicates that TDGB.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.