UKPH.DE vs. SCHD
Compare and contrast key facts about iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) and Schwab US Dividend Equity ETF (SCHD).
UKPH.DE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UKPH.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT United Kingdom (EUR Hedged). It was launched on May 18, 2022. 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 UKPH.DE 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: UKPH.DE or SCHD.
Correlation
The correlation between UKPH.DE and SCHD is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UKPH.DE vs. SCHD - Performance Comparison
Key characteristics
UKPH.DE:
-0.21
SCHD:
1.20
UKPH.DE:
-0.19
SCHD:
1.77
UKPH.DE:
0.98
SCHD:
1.21
UKPH.DE:
-0.11
SCHD:
1.72
UKPH.DE:
-0.42
SCHD:
4.44
UKPH.DE:
8.61%
SCHD:
3.08%
UKPH.DE:
17.13%
SCHD:
11.40%
UKPH.DE:
-36.06%
SCHD:
-33.37%
UKPH.DE:
-29.20%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, UKPH.DE achieves a 2.08% return, which is significantly higher than SCHD's 1.72% return.
UKPH.DE
2.08%
0.47%
-11.58%
-5.86%
N/A
N/A
SCHD
1.72%
-0.71%
3.59%
12.33%
11.22%
11.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UKPH.DE vs. SCHD - Expense Ratio Comparison
UKPH.DE has a 0.42% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
UKPH.DE vs. SCHD — Risk-Adjusted Performance Rank
UKPH.DE
SCHD
UKPH.DE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) 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
UKPH.DE vs. SCHD - Dividend Comparison
UKPH.DE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UKPH.DE iShares UK Property UCITS ETF (EUR Hedged) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
UKPH.DE vs. SCHD - Drawdown Comparison
The maximum UKPH.DE drawdown since its inception was -36.06%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UKPH.DE and SCHD. For additional features, visit the drawdowns tool.
Volatility
UKPH.DE vs. SCHD - Volatility Comparison
iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) has a higher volatility of 4.12% compared to Schwab US Dividend Equity ETF (SCHD) at 3.23%. This indicates that UKPH.DE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.