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.
Key characteristics
| VIAAX | SCHD | |
|---|---|---|
| YTD Return | 7.87% | 18.08% |
| 1Y Return | 19.04% | 30.78% |
| 3Y Return (Ann) | 1.26% | 7.17% |
| 5Y Return (Ann) | 7.11% | 13.03% |
| Sharpe Ratio | 1.72 | 2.85 |
| Sortino Ratio | 2.46 | 4.10 |
| Omega Ratio | 1.30 | 1.51 |
| Calmar Ratio | 1.37 | 3.16 |
| Martin Ratio | 8.68 | 15.75 |
| Ulcer Index | 2.24% | 2.04% |
| Daily Std Dev | 11.37% | 11.24% |
| Max Drawdown | -30.78% | -33.37% |
| Current Drawdown | -5.36% | 0.00% |
Correlation
The correlation between VIAAX and SCHD is 0.67, 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
VIAAX vs. SCHD - Performance Comparison
In the year-to-date period, VIAAX achieves a 7.87% return, which is significantly lower than SCHD's 18.08% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Dividends
VIAAX vs. SCHD - Dividend Comparison
VIAAX's dividend yield for the trailing twelve months is around 1.96%, less than SCHD's 3.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares | 1.96% | 1.92% | 2.05% | 0.94% | 1.28% | 1.83% | 1.99% | 1.69% | 1.06% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.35% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VIAAX vs. SCHD - Drawdown Comparison
The maximum VIAAX drawdown since its inception was -30.78%, smaller than 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.
Volatility
VIAAX vs. SCHD - Volatility Comparison
The current volatility for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) is 3.12%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.41%. 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.