VT vs. CHDVD.SW
VT (Vanguard Total World Stock ETF) and CHDVD.SW (iShares Swiss Dividend ETF (CH)) are both exchange-traded funds - VT is a Global Equities fund tracking the FTSE Global All Cap Index, while CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index. Both are passively managed. Over the past 10 years, VT returned 12.61%/yr vs 11.85%/yr for CHDVD.SW. At a 0.45 correlation, their price movements are largely independent. VT charges 0.06%/yr vs 0.15%/yr for CHDVD.SW.
Performance
VT vs. CHDVD.SW - Performance Comparison
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Different Trading Currencies
VT is traded in USD, while CHDVD.SW is traded in CHF. To make them comparable, the CHDVD.SW values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, VT achieves a 9.77% return, which is significantly higher than CHDVD.SW's 1.44% return. Over the past 10 years, VT has outperformed CHDVD.SW with an annualized return of 12.61%, while CHDVD.SW has yielded a comparatively lower 11.85% annualized return.
VT
- 1D
- 0.52%
- 1M
- -0.45%
- YTD
- 9.77%
- 6M
- 10.59%
- 1Y
- 25.47%
- 3Y*
- 19.82%
- 5Y*
- 10.54%
- 10Y*
- 12.61%
CHDVD.SW
- 1D
- 1.22%
- 1M
- -1.01%
- YTD
- 1.44%
- 6M
- 6.23%
- 1Y
- 11.72%
- 3Y*
- 14.79%
- 5Y*
- 9.71%
- 10Y*
- 11.85%
VT vs. CHDVD.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VT Vanguard Total World Stock ETF | 9.77% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.44% | 35.65% | 1.28% | 20.40% | -11.58% | 19.44% | 14.60% | 36.34% | -5.51% | 21.48% |
Correlation
The correlation between VT and CHDVD.SW is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2014 | 0.45 |
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Return for Risk
VT vs. CHDVD.SW — Risk / Return Rank
VT
CHDVD.SW
VT vs. CHDVD.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock ETF (VT) and iShares Swiss Dividend ETF (CH) (CHDVD.SW). 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.
| VT | CHDVD.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.15 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 1.05 | +1.59 |
| Martin ratioReturn relative to average drawdown | 11.68 | 3.13 | +8.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VT | CHDVD.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.82 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.62 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.58 | -0.16 |
Drawdowns
VT vs. CHDVD.SW - Drawdown Comparison
The maximum VT drawdown since its inception was -50.27%, which is greater than CHDVD.SW's maximum drawdown of -30.26%. Use the drawdown chart below to compare losses from any high point for VT and CHDVD.SW.
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Drawdown Indicators
| VT | CHDVD.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.27% | -30.26% | -20.01% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -11.46% | +1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -16.51% | -12.29% | -4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -23.54% | -2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -34.24% | -30.26% | -3.98% |
Current DrawdownCurrent decline from peak | -3.06% | -6.49% | +3.43% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -5.76% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 3.81% | -1.62% |
Volatility
VT vs. CHDVD.SW - Volatility Comparison
The current volatility for Vanguard Total World Stock ETF (VT) is 4.55%, while iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a volatility of 4.99%. This indicates that VT experiences smaller price fluctuations and is considered to be less risky than CHDVD.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VT | CHDVD.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 4.99% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.67% | 11.88% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.10% | 14.77% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 15.78% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.26% | 16.04% | +1.22% |
VT vs. CHDVD.SW - Expense Ratio Comparison
VT has a 0.06% expense ratio, which is lower than CHDVD.SW's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
VT vs. CHDVD.SW - Dividend Comparison
VT's dividend yield for the trailing twelve months is around 1.63%, less than CHDVD.SW's 3.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
VT Vanguard Total World Stock ETF | 1.63% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
VT and CHDVD.SW have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VT is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VT is cheaper with a 0.06% expense ratio, compared with 0.15% for CHDVD.SW.
VT is categorized as Global Equities, while CHDVD.SW is Europe Equities. VT tracks FTSE Global All Cap Index, while CHDVD.SW tracks SPI® Select Dividend 20 Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.06% for VT and 0.15% for CHDVD.SW.
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