VTV vs. CHDVD.SW
VTV (Vanguard Value ETF) and CHDVD.SW (iShares Swiss Dividend ETF (CH)) are both exchange-traded funds - VTV is a Large Cap Value Equities fund tracking the CRSP US Large Cap Value 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, VTV returned 12.78%/yr vs 12.43%/yr for CHDVD.SW. At a 0.37 correlation, their price movements are largely independent. VTV charges 0.04%/yr vs 0.15%/yr for CHDVD.SW.
Performance
VTV vs. CHDVD.SW - Performance Comparison
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Different Trading Currencies
VTV 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, VTV achieves a 14.29% return, which is significantly higher than CHDVD.SW's 3.86% return. Both investments have delivered pretty close results over the past 10 years, with VTV having a 12.78% annualized return and CHDVD.SW not far behind at 12.43%.
VTV
- 1D
- 0.93%
- 1M
- 3.87%
- YTD
- 14.29%
- 6M
- 13.99%
- 1Y
- 27.90%
- 3Y*
- 18.16%
- 5Y*
- 11.76%
- 10Y*
- 12.78%
CHDVD.SW
- 1D
- 0.80%
- 1M
- 0.53%
- YTD
- 3.86%
- 6M
- 7.53%
- 1Y
- 13.83%
- 3Y*
- 15.70%
- 5Y*
- 9.56%
- 10Y*
- 12.43%
VTV vs. CHDVD.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTV Vanguard Value ETF | 14.29% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.86% | 35.65% | 0.74% | 20.40% | -12.31% | 19.44% | 14.60% | 34.91% | -6.07% | 21.48% |
Correlation
The correlation between VTV and CHDVD.SW is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2014 | 0.37 |
The correlation between VTV and CHDVD.SW shifts across timeframes, from 0.36 (3 years) to 0.47 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VTV vs. CHDVD.SW — Risk / Return Rank
VTV
CHDVD.SW
VTV vs. CHDVD.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTV | CHDVD.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.66 | ||
| Sortino ratioReturn per unit of downside risk | +2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.17 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | 1.27 | +2.99 |
| Martin ratioReturn relative to average drawdown | 16.04 | 3.72 | +12.32 |
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Drawdowns
VTV vs. CHDVD.SW - Drawdown Comparison
The maximum VTV drawdown since its inception was -59.27%, 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 VTV and CHDVD.SW.
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Drawdown Indicators
| VTV | CHDVD.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.27% | -30.26% | -29.01% |
Max Drawdown (1Y)Largest decline over 1 year | -6.35% | -11.07% | +4.72% |
Max Drawdown (3Y)Largest decline over 3 years | -14.52% | -12.29% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.04% | -24.17% | +7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -30.26% | -6.52% |
Current DrawdownCurrent decline from peak | 0.00% | -4.25% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -5.87% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 3.77% | -2.09% |
Volatility
VTV vs. CHDVD.SW - Volatility Comparison
The current volatility for Vanguard Value ETF (VTV) is 3.34%, while iShares Swiss Dividend ETF (CH) (CHDVD.SW) has a volatility of 4.32%. This indicates that VTV 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
| VTV | CHDVD.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 4.32% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 11.97% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 14.82% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 15.79% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 16.03% | +0.65% |
VTV vs. CHDVD.SW - Expense Ratio Comparison
VTV has a 0.04% 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
VTV vs. CHDVD.SW - Dividend Comparison
VTV's dividend yield for the trailing twelve months is around 1.83%, less than CHDVD.SW's 3.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.56% | 3.46% | 2.80% | 3.48% | 2.55% | 2.92% | 3.07% | 2.34% | 3.22% | 3.50% | 2.70% | 3.13% |
VTV Vanguard Value ETF | 1.83% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Frequently Asked Questions
VTV and CHDVD.SW have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VTV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VTV is cheaper with a 0.04% expense ratio, compared with 0.15% for CHDVD.SW.
VTV is categorized as Large Cap Value Equities, while CHDVD.SW is Europe Equities. VTV tracks CRSP US Large Cap Value Index, while CHDVD.SW tracks SPI® Select Dividend 20 Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.04% for VTV and 0.15% for CHDVD.SW.
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