USCL vs. SCHD
Compare and contrast key facts about Ishares Climate Conscious & Transition MSCI USA ETF (USCL) and Schwab US Dividend Equity ETF (SCHD).
USCL and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USCL is a passively managed fund by iShares that tracks the performance of the MSCI USA Extended Climate Action Index - Benchmark TR Gross. It was launched on Jun 6, 2023. 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 USCL 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: USCL or SCHD.
Correlation
The correlation between USCL and SCHD is 0.60, 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
USCL vs. SCHD - Performance Comparison
Key characteristics
USCL:
2.11
SCHD:
1.20
USCL:
2.84
SCHD:
1.77
USCL:
1.39
SCHD:
1.21
USCL:
3.14
SCHD:
1.72
USCL:
12.81
SCHD:
4.44
USCL:
2.10%
SCHD:
3.08%
USCL:
12.77%
SCHD:
11.40%
USCL:
-10.01%
SCHD:
-33.37%
USCL:
-0.03%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, USCL achieves a 4.78% return, which is significantly higher than SCHD's 1.72% return.
USCL
4.78%
3.05%
11.30%
25.51%
N/A
N/A
SCHD
1.72%
-0.71%
2.98%
12.33%
11.14%
11.03%
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USCL vs. SCHD - Expense Ratio Comparison
USCL has a 0.08% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, 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
USCL vs. SCHD — Risk-Adjusted Performance Rank
USCL
SCHD
USCL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Climate Conscious & Transition MSCI USA ETF (USCL) 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
USCL vs. SCHD - Dividend Comparison
USCL's dividend yield for the trailing twelve months is around 1.13%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCL Ishares Climate Conscious & Transition MSCI USA ETF | 1.13% | 1.19% | 0.85% | 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
USCL vs. SCHD - Drawdown Comparison
The maximum USCL drawdown since its inception was -10.01%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for USCL and SCHD. For additional features, visit the drawdowns tool.
Volatility
USCL vs. SCHD - Volatility Comparison
The current volatility for Ishares Climate Conscious & Transition MSCI USA ETF (USCL) is 2.67%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.23%. This indicates that USCL 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.