VWRL.AS vs. SCHD
Compare and contrast key facts about Vanguard FTSE All-World UCITS ETF (VWRL.AS) and Schwab US Dividend Equity ETF (SCHD).
VWRL.AS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VWRL.AS is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on May 22, 2012. 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 VWRL.AS 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: VWRL.AS or SCHD.
Correlation
The correlation between VWRL.AS and SCHD is 0.54, 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
VWRL.AS vs. SCHD - Performance Comparison
Key characteristics
VWRL.AS:
2.31
SCHD:
0.99
VWRL.AS:
3.10
SCHD:
1.47
VWRL.AS:
1.46
SCHD:
1.17
VWRL.AS:
3.09
SCHD:
1.41
VWRL.AS:
14.60
SCHD:
4.11
VWRL.AS:
1.71%
SCHD:
2.73%
VWRL.AS:
10.79%
SCHD:
11.39%
VWRL.AS:
-33.27%
SCHD:
-33.37%
VWRL.AS:
-2.37%
SCHD:
-6.69%
Returns By Period
In the year-to-date period, VWRL.AS achieves a -0.33% return, which is significantly lower than SCHD's -0.07% return. Over the past 10 years, VWRL.AS has underperformed SCHD with an annualized return of 10.39%, while SCHD has yielded a comparatively higher 11.08% annualized return.
VWRL.AS
-0.33%
-1.74%
7.01%
24.10%
10.99%
10.39%
SCHD
-0.07%
-2.95%
4.35%
11.37%
10.83%
11.08%
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VWRL.AS vs. SCHD - Expense Ratio Comparison
VWRL.AS has a 0.22% 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
VWRL.AS vs. SCHD — Risk-Adjusted Performance Rank
VWRL.AS
SCHD
VWRL.AS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World UCITS ETF (VWRL.AS) 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
VWRL.AS vs. SCHD - Dividend Comparison
VWRL.AS's dividend yield for the trailing twelve months is around 1.48%, less than SCHD's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWRL.AS Vanguard FTSE All-World UCITS ETF | 1.48% | 1.47% | 1.74% | 2.10% | 1.43% | 1.56% | 1.89% | 2.24% | 1.93% | 1.95% | 2.03% | 2.06% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VWRL.AS vs. SCHD - Drawdown Comparison
The maximum VWRL.AS drawdown since its inception was -33.27%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VWRL.AS and SCHD. For additional features, visit the drawdowns tool.
Volatility
VWRL.AS vs. SCHD - Volatility Comparison
The current volatility for Vanguard FTSE All-World UCITS ETF (VWRL.AS) is 3.27%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.93%. This indicates that VWRL.AS experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.