VIGI vs. SCHD
Compare and contrast key facts about Vanguard International Dividend Appreciation ETF (VIGI) and Schwab US Dividend Equity ETF (SCHD).
VIGI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 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. Both VIGI 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: VIGI or SCHD.
Key characteristics
| VIGI | SCHD | |
|---|---|---|
| YTD Return | 1.53% | 3.59% |
| 1Y Return | 6.96% | 14.88% |
| 3Y Return (Ann) | 1.28% | 3.84% |
| 5Y Return (Ann) | 7.54% | 12.18% |
| Sharpe Ratio | 0.62 | 1.27 |
| Daily Std Dev | 11.17% | 11.22% |
| Max Drawdown | -31.01% | -33.37% |
| Current Drawdown | -3.92% | -2.95% |
Correlation
The correlation between VIGI and SCHD is 0.69, 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
VIGI vs. SCHD - Performance Comparison
In the year-to-date period, VIGI achieves a 1.53% return, which is significantly lower than SCHD's 3.59% 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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VIGI vs. SCHD - Expense Ratio Comparison
VIGI has a 0.15% 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
VIGI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation ETF (VIGI) 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
VIGI vs. SCHD - Dividend Comparison
VIGI's dividend yield for the trailing twelve months is around 2.05%, less than SCHD's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGI Vanguard International Dividend Appreciation ETF | 2.05% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.42% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VIGI vs. SCHD - Drawdown Comparison
The maximum VIGI drawdown since its inception was -31.01%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VIGI and SCHD. For additional features, visit the drawdowns tool.
Volatility
VIGI vs. SCHD - Volatility Comparison
Vanguard International Dividend Appreciation ETF (VIGI) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.48% and 3.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.