Correlation
The correlation between VIDI and SCHY is 0.64, 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.
VIDI vs. SCHY
Compare and contrast key facts about Vident International Equity Fund (VIDI) and Schwab International Dividend Equity ETF (SCHY).
VIDI and SCHY 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. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021. Both VIDI and SCHY 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 SCHY.
Performance
VIDI vs. SCHY - Performance Comparison
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Key characteristics
VIDI:
0.91
SCHY:
1.22
VIDI:
1.27
SCHY:
1.51
VIDI:
1.17
SCHY:
1.21
VIDI:
1.01
SCHY:
1.18
VIDI:
4.08
SCHY:
2.65
VIDI:
3.60%
SCHY:
5.42%
VIDI:
17.55%
SCHY:
13.68%
VIDI:
-48.39%
SCHY:
-24.04%
VIDI:
-0.14%
SCHY:
0.00%
Returns By Period
In the year-to-date period, VIDI achieves a 14.94% return, which is significantly lower than SCHY's 18.08% return.
VIDI
14.94%
8.01%
13.57%
14.93%
10.01%
13.55%
5.12%
SCHY
18.08%
4.30%
14.32%
15.77%
8.19%
N/A
N/A
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VIDI vs. SCHY - Expense Ratio Comparison
VIDI has a 0.59% expense ratio, which is higher than SCHY's 0.14% expense ratio.
Risk-Adjusted Performance
VIDI vs. SCHY — Risk-Adjusted Performance Rank
VIDI
SCHY
VIDI vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vident International Equity Fund (VIDI) and Schwab International Dividend Equity ETF (SCHY). 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
VIDI vs. SCHY - Dividend Comparison
VIDI's dividend yield for the trailing twelve months is around 4.31%, more than SCHY's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDI Vident International Equity Fund | 4.31% | 4.93% | 4.14% | 5.84% | 4.62% | 2.51% | 3.35% | 2.80% | 2.21% | 1.92% | 2.25% | 2.41% |
SCHY Schwab International Dividend Equity ETF | 3.88% | 4.64% | 3.97% | 3.67% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIDI vs. SCHY - Drawdown Comparison
The maximum VIDI drawdown since its inception was -48.39%, which is greater than SCHY's maximum drawdown of -24.04%. Use the drawdown chart below to compare losses from any high point for VIDI and SCHY.
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Volatility
VIDI vs. SCHY - Volatility Comparison
The current volatility for Vident International Equity Fund (VIDI) is 2.36%, while Schwab International Dividend Equity ETF (SCHY) has a volatility of 2.84%. This indicates that VIDI experiences smaller price fluctuations and is considered to be less risky than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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