VIAAX vs. SCHD
Compare and contrast key facts about Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Schwab US Dividend Equity ETF (SCHD).
VIAAX is managed by Vanguard. It was launched on Mar 2, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIAAX or SCHD.
Correlation
The correlation between VIAAX and SCHD is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIAAX vs. SCHD - Performance Comparison
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Key characteristics
VIAAX:
0.67
SCHD:
0.24
VIAAX:
1.09
SCHD:
0.53
VIAAX:
1.15
SCHD:
1.07
VIAAX:
0.75
SCHD:
0.30
VIAAX:
2.08
SCHD:
0.98
VIAAX:
5.18%
SCHD:
4.99%
VIAAX:
15.00%
SCHD:
16.27%
VIAAX:
-32.73%
SCHD:
-33.37%
VIAAX:
-1.51%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, VIAAX achieves a 9.41% return, which is significantly higher than SCHD's -2.39% return.
VIAAX
9.41%
7.86%
4.06%
9.92%
9.16%
N/A
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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VIAAX vs. SCHD - Expense Ratio Comparison
VIAAX has a 0.16% 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
VIAAX vs. SCHD — Risk-Adjusted Performance Rank
VIAAX
SCHD
VIAAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) 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.
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Dividends
VIAAX vs. SCHD - Dividend Comparison
VIAAX's dividend yield for the trailing twelve months is around 1.87%, less than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares | 1.87% | 1.92% | 1.92% | 2.05% | 0.94% | 1.28% | 1.83% | 1.99% | 1.69% | 1.06% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VIAAX vs. SCHD - Drawdown Comparison
The maximum VIAAX drawdown since its inception was -32.73%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VIAAX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
VIAAX vs. SCHD - Volatility Comparison
The current volatility for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) is 3.88%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.93%. This indicates that VIAAX 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.
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