VGWE.DE vs. SCHD
Compare and contrast key facts about Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.DE) and Schwab US Dividend Equity ETF (SCHD).
VGWE.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. VGWE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World High Dividend Yield Index. It was launched on Sep 24, 2019. 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 VGWE.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: VGWE.DE or SCHD.
Correlation
The correlation between VGWE.DE 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
VGWE.DE vs. SCHD - Performance Comparison
Key characteristics
VGWE.DE:
0.21
SCHD:
0.27
VGWE.DE:
0.34
SCHD:
0.48
VGWE.DE:
1.05
SCHD:
1.07
VGWE.DE:
0.17
SCHD:
0.27
VGWE.DE:
0.86
SCHD:
1.05
VGWE.DE:
3.31%
SCHD:
4.09%
VGWE.DE:
13.55%
SCHD:
15.83%
VGWE.DE:
-16.43%
SCHD:
-33.37%
VGWE.DE:
-11.76%
SCHD:
-12.33%
Returns By Period
In the year-to-date period, VGWE.DE achieves a -5.45% return, which is significantly higher than SCHD's -6.12% return.
VGWE.DE
-5.45%
-8.55%
-6.39%
3.60%
N/A
N/A
SCHD
-6.12%
-8.23%
-10.14%
3.31%
13.20%
10.23%
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VGWE.DE vs. SCHD - Expense Ratio Comparison
VGWE.DE has a 0.29% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VGWE.DE vs. SCHD — Risk-Adjusted Performance Rank
VGWE.DE
SCHD
VGWE.DE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.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
VGWE.DE vs. SCHD - Dividend Comparison
VGWE.DE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.09%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGWE.DE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD 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 | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VGWE.DE vs. SCHD - Drawdown Comparison
The maximum VGWE.DE drawdown since its inception was -16.43%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VGWE.DE and SCHD. For additional features, visit the drawdowns tool.
Volatility
VGWE.DE vs. SCHD - Volatility Comparison
The current volatility for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Acc (VGWE.DE) is 10.21%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.02%. This indicates that VGWE.DE 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.