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

WINC.AS vs. SCHD

Last updated Apr 1, 2026

Compare and contrast key facts about iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Schwab U.S. Dividend Equity ETF (SCHD).

WINC.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. WINC.AS is an actively managed fund by iShares. It was launched on Mar 26, 2024. 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.

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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WINC.AS vs. SCHD - Yearly Performance Comparison

2026 (YTD)20252024
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		-2.66%21.56%8.92%
SCHD
Schwab U.S. Dividend Equity ETF		12.79%4.34%5.79%

Returns By Period

In the year-to-date period, WINC.AS achieves a -2.66% return, which is significantly lower than SCHD's 12.79% return.

WINC.AS

1D
0.69%
1M
-5.84%
YTD
-2.66%
6M
1.96%
1Y
19.32%
3Y*
—
5Y*
—
10Y*
—

SCHD

1D
0.66%
1M
-2.61%
YTD
12.79%
6M
14.49%
1Y
13.97%
3Y*
12.05%
5Y*
8.44%
10Y*
12.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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. SWDA.LWINC.AS vs. QQQIWINC.AS vs. VWRL.ASWINC.AS vs. TDGB.L
Often compared with SCHD:
SCHD vs. VOOSCHD vs. VYMSCHD vs. SPYSCHD vs. SCHGSCHD vs. JEPISCHD vs. FDVVSCHD vs. VIG

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.

WINC.AS
iShares World Equity High Income UCITS ETF USD Inc
SCHD
Schwab U.S. Dividend Equity ETF

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: 7777
Overall Rank
WINC.AS Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7878
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7979
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7070
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 8383
Martin Ratio Rank
SCHD
SCHD Risk / Return Rank: 5252
Overall Rank
SCHD Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SCHD Sortino Ratio Rank: 5555
Sortino Ratio Rank
SCHD Omega Ratio Rank: 5454
Omega Ratio Rank
SCHD Calmar Ratio Rank: 5353
Calmar Ratio Rank
SCHD Martin Ratio Rank: 4545
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.

WINC.ASSCHDDifference

Sharpe ratio

Return per unit of total volatility

1.39

0.89

+0.49

Sortino ratio

Return per unit of downside risk

1.94

1.35

+0.59

Omega ratio

Gain probability vs. loss probability

1.29

1.19

+0.10

Calmar ratio

Return relative to maximum drawdown

1.70

1.19

+0.51

Martin ratio

Return relative to average drawdown

8.88

3.99

+4.89

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WINC.AS vs. SCHD - Sharpe Ratio Comparison

The current WINC.AS Sharpe Ratio is 1.39, which is higher than the SCHD Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of WINC.AS and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

WINC.ASSCHDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

0.89

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.59

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.74

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.20

0.84

+0.36

Correlation

The correlation between WINC.AS and SCHD is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WINC.AS vs. SCHD - Dividend Comparison

WINC.AS's dividend yield for the trailing twelve months is around 9.72%, more than SCHD's 3.44% yield.

TTM20252024202320222021202020192018201720162015
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.72%9.38%4.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab U.S. Dividend Equity ETF		3.44%3.82%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%

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

-10.81%

-12.74%

+1.93%

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

-6.13%

-2.89%

-3.24%

Average Drawdown

Average peak-to-trough decline

-1.60%

-3.34%

+1.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

3.89%

-1.82%

Volatility

WINC.AS vs. SCHD - Volatility Comparison

iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) has a higher volatility of 4.47% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. 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

4.47%

2.40%

+2.07%

Volatility (6M)

Calculated over the trailing 6-month period

7.48%

7.96%

-0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

14.00%

15.74%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

14.40%

-0.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.89%

16.70%

-2.81%