WPS vs. SCHD
Compare and contrast key facts about iShares International Developed Property ETF (WPS) and Schwab US Dividend Equity ETF (SCHD).
WPS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WPS is a passively managed fund by iShares that tracks the performance of the S&P Developed ex US Property Index. It was launched on Aug 7, 2007. 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 WPS 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: WPS or SCHD.
Key characteristics
| WPS | SCHD |
|---|
Correlation
The correlation between WPS and SCHD is 0.62, 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
WPS vs. SCHD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WPS vs. SCHD - Expense Ratio Comparison
WPS has a 0.48% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
WPS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Developed Property ETF (WPS) 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
WPS vs. SCHD - Dividend Comparison
WPS has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPS iShares International Developed Property ETF | 103.45% | 2.38% | 1.16% | 3.15% | 2.31% | 5.11% | 2.92% | 2.86% | 4.17% | 1.84% | 3.30% | 2.75% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
WPS vs. SCHD - Drawdown Comparison
Volatility
WPS vs. SCHD - Volatility Comparison
The current volatility for iShares International Developed Property ETF (WPS) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.51%. This indicates that WPS 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.