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WINC.AS vs. SCHD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WINC.AS vs. SCHD

Last updated Jun 26, 2026

WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - WINC.AS is a Global Equity Income fund actively managed by iShares, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. WINC.AS is actively managed, while SCHD is passively managed. Over the past year, WINC.AS returned 22.24% vs 26.47% for SCHD. At a 0.22 correlation, their price movements are largely independent. WINC.AS charges 0.35%/yr vs 0.06%/yr for SCHD.

Performance

WINC.AS vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WINC.AS achieves a 7.73% return, which is significantly lower than SCHD's 18.44% return.

WINC.AS

1D
0.00%
1M
-0.75%
YTD
7.73%
6M
8.33%
1Y
22.24%
3Y*
—
5Y*
—
10Y*
—

SCHD

1D
0.76%
1M
-1.39%
YTD
18.44%
6M
17.45%
1Y
26.47%
3Y*
14.64%
5Y*
8.70%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WINC.AS vs. SCHD - Yearly Performance Comparison

2026 (YTD)20252024
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		7.73%21.56%8.10%
SCHD
Schwab U.S. Dividend Equity ETF		18.44%4.34%5.25%

Correlation

The correlation between WINC.AS and SCHD is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Apr 2, 2024

0.22

Compare stocks, funds, or ETFs

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iShares World Equity High Income UCITS ETF USD Inc

Schwab U.S. Dividend Equity ETF

Often compared with WINC.AS:
WINC.AS vs. JEPQWINC.AS vs. JEPG.LWINC.AS vs. JEQP.LWINC.AS vs. VWRL.ASWINC.AS vs. SWDA.LWINC.AS vs. TDGB.LWINC.AS vs. QQQI
Often compared with SCHD:
SCHD vs. VOOSCHD vs. VYMSCHD vs. SPYSCHD vs. SCHGSCHD vs. JEPISCHD vs. FDVVSCHD vs. VIG

Return for Risk

WINC.AS vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WINC.AS
WINC.AS Risk / Return Rank: 7676
Overall Rank
WINC.AS Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 8181
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7272
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7373
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 8080
Martin Ratio Rank
SCHD
SCHD Risk / Return Rank: 8787
Overall Rank
SCHD Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SCHD Sortino Ratio Rank: 9191
Sortino Ratio Rank
SCHD Omega Ratio Rank: 8383
Omega Ratio Rank
SCHD Calmar Ratio Rank: 9393
Calmar Ratio Rank
SCHD Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WINC.AS vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Schwab U.S. 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.

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.

WINC.ASSCHDDifference
Sharpe ratioReturn per unit of total volatility
2.03
2.41

-0.37

Sortino ratioReturn per unit of downside risk
3.13
3.67

-0.55

Omega ratioGain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratioReturn relative to maximum drawdown

3.24

5.76

-2.52

Martin ratioReturn relative to average drawdown

13.46

13.87

-0.41

WINC.AS vs. SCHD - Sharpe Ratio Comparison

The current WINC.AS Sharpe Ratio is 2.03, which is comparable to the SCHD Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of WINC.AS and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

WINC.AS vs. SCHD - Drawdown Comparison

The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for WINC.AS and SCHD.

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Drawdown Indicators

WINC.ASSCHDDifference

Max Drawdown

Largest peak-to-trough decline

-14.81%

-33.37%

+18.56%

Max Drawdown (1Y)

Largest decline over 1 year

-6.77%

-4.61%

-2.16%

Max Drawdown (3Y)

Largest decline over 3 years

—

-16.13%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-16.85%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.37%

—

Current Drawdown

Current decline from peak

-1.71%

-1.87%

+0.16%

Average Drawdown

Average peak-to-trough decline

-1.47%

-3.31%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

1.91%

-0.27%

Volatility

WINC.AS vs. SCHD - Volatility Comparison

iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) has a higher volatility of 3.64% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.12%. This indicates that WINC.AS's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WINC.ASSCHDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.64%

3.12%

+0.52%

Volatility (6M)

Calculated over the trailing 6-month period

8.77%

7.74%

+1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

10.79%

11.09%

-0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.61%

14.36%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.61%

16.70%

-4.09%

WINC.AS vs. SCHD - Expense Ratio Comparison

WINC.AS has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.

Dividends

WINC.AS vs. SCHD - Dividend Comparison

WINC.AS's dividend yield for the trailing twelve months is around 9.74%, more than SCHD's 3.28% yield.

PositionTTM20252024202320222021202020192018201720162015
SCHD
Schwab U.S. Dividend Equity ETF		3.28%3.82%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.74%9.38%4.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WINC.AS and SCHD have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SCHD is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHD is cheaper with a 0.06% expense ratio, compared with 0.35% for WINC.AS.

WINC.AS is categorized as Global Equity Income, while SCHD is Dividend. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.35% for WINC.AS and 0.06% for SCHD.

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