VIGI vs. SCHY
Compare and contrast key facts about Vanguard International Dividend Appreciation ETF (VIGI) and Schwab International Dividend Equity ETF (SCHY).
VIGI and SCHY 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. 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 VIGI 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: VIGI or SCHY.
Correlation
The correlation between VIGI and SCHY is 0.87, 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
VIGI vs. SCHY - Performance Comparison
Key characteristics
VIGI:
0.53
SCHY:
0.07
VIGI:
0.81
SCHY:
0.17
VIGI:
1.10
SCHY:
1.02
VIGI:
0.66
SCHY:
0.07
VIGI:
2.00
SCHY:
0.20
VIGI:
3.08%
SCHY:
3.69%
VIGI:
11.68%
SCHY:
10.99%
VIGI:
-31.01%
SCHY:
-24.03%
VIGI:
-9.30%
SCHY:
-11.47%
Returns By Period
In the year-to-date period, VIGI achieves a 3.20% return, which is significantly higher than SCHY's -1.91% return.
VIGI
3.20%
-1.47%
0.56%
5.32%
5.30%
N/A
SCHY
-1.91%
-3.34%
-0.15%
-0.04%
N/A
N/A
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VIGI vs. SCHY - Expense Ratio Comparison
VIGI has a 0.15% expense ratio, which is higher than SCHY's 0.14% 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. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation ETF (VIGI) 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.
Dividends
VIGI vs. SCHY - Dividend Comparison
VIGI's dividend yield for the trailing twelve months is around 1.59%, less than SCHY's 4.65% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
Vanguard International Dividend Appreciation ETF | 1.59% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
Schwab International Dividend Equity ETF | 4.65% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIGI vs. SCHY - Drawdown Comparison
The maximum VIGI drawdown since its inception was -31.01%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for VIGI and SCHY. For additional features, visit the drawdowns tool.
Volatility
VIGI vs. SCHY - Volatility Comparison
Vanguard International Dividend Appreciation ETF (VIGI) has a higher volatility of 3.61% compared to Schwab International Dividend Equity ETF (SCHY) at 3.00%. This indicates that VIGI's price experiences larger fluctuations and is considered to be riskier than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.