VIDI vs. SCHD
Compare and contrast key facts about Vident International Equity Fund (VIDI) and Schwab US Dividend Equity ETF (SCHD).
VIDI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIDI is a passively managed fund by Vident that tracks the performance of the Vident International Equity Index. It was launched on Oct 29, 2013. 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 VIDI 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: VIDI or SCHD.
Key characteristics
| VIDI | SCHD | |
|---|---|---|
| YTD Return | 6.99% | 5.90% |
| 1Y Return | 20.77% | 18.20% |
| 3Y Return (Ann) | 2.36% | 4.61% |
| 5Y Return (Ann) | 6.68% | 12.82% |
| 10Y Return (Ann) | 3.56% | 11.37% |
| Sharpe Ratio | 1.45 | 1.79 |
| Daily Std Dev | 13.52% | 11.12% |
| Max Drawdown | -48.39% | -33.37% |
| Current Drawdown | 0.00% | -0.78% |
Correlation
The correlation between VIDI and SCHD is 0.70, 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
VIDI vs. SCHD - Performance Comparison
In the year-to-date period, VIDI achieves a 6.99% return, which is significantly higher than SCHD's 5.90% return. Over the past 10 years, VIDI has underperformed SCHD with an annualized return of 3.56%, while SCHD has yielded a comparatively higher 11.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIDI vs. SCHD - Expense Ratio Comparison
VIDI has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VIDI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vident International Equity Fund (VIDI) 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
VIDI vs. SCHD - Dividend Comparison
VIDI's dividend yield for the trailing twelve months is around 3.68%, more than SCHD's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDI Vident International Equity Fund | 3.68% | 4.14% | 5.85% | 4.62% | 2.51% | 3.35% | 2.80% | 2.21% | 1.92% | 2.25% | 2.41% | 0.08% |
SCHD Schwab US Dividend Equity ETF | 3.34% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VIDI vs. SCHD - Drawdown Comparison
The maximum VIDI drawdown since its inception was -48.39%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VIDI and SCHD. For additional features, visit the drawdowns tool.
Volatility
VIDI vs. SCHD - Volatility Comparison
Vident International Equity Fund (VIDI) has a higher volatility of 3.09% compared to Schwab US Dividend Equity ETF (SCHD) at 2.48%. This indicates that VIDI'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.