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XDGH.TO vs. SCHD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDGH.TO vs. SCHD

Last updated Jun 4, 2026

XDGH.TO (iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - XDGH.TO is a Global Equities fund tracking the Morningstar Gbl GR CAD, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 5 years, XDGH.TO returned 8.12%/yr vs 11.36%/yr for SCHD. A 0.53 correlation means they provide meaningful diversification when combined. XDGH.TO charges 0.22%/yr vs 0.06%/yr for SCHD.

Performance

XDGH.TO vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDGH.TO is traded in CAD, while SCHD is traded in USD. To make them comparable, the SCHD values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XDGH.TO achieves a 7.16% return, which is significantly lower than SCHD's 20.03% return.

XDGH.TO

1D
0.16%
1M
2.01%
YTD
7.16%
6M
8.39%
1Y
17.12%
3Y*
12.90%
5Y*
8.12%
10Y*
—

SCHD

1D
0.00%
1M
4.32%
YTD
20.03%
6M
17.69%
1Y
28.28%
3Y*
16.27%
5Y*
11.36%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDGH.TO vs. SCHD - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XDGH.TO
iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)		7.16%14.60%10.46%8.74%-1.32%15.60%-4.34%22.32%-4.99%2.63%
SCHD
Schwab U.S. Dividend Equity ETF		20.52%-0.44%21.25%2.24%3.64%28.70%13.08%21.03%2.45%10.08%

Correlation

The correlation between XDGH.TO and SCHD is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.65

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2017

0.53

The correlation between XDGH.TO and SCHD shifts across timeframes, from 0.53 (all time) to 0.65 (1 year), reflecting how their relationship changes across market environments.

XDGH.TO vs. SCHD - Sectors Allocation Comparison

Sectors
XDGH.TO
SCHD

Healthcare

16.9%
18.8%

Consumer Defensive

14.8%
19.2%

Financial Services

13.2%
9.3%

Industrials

12.6%
7.5%

Energy

10.3%
16.2%

Technology

9.6%
16.4%

Consumer Cyclical

9.4%
6.3%

Utilities

5.6%
0.0%

Communication Services

3.3%
6.3%

Basic Materials

2.4%
1.2%

Real Estate

0.2%

-

Healthcare

XDGH.TO
16.9%
SCHD
18.8%

Consumer Defensive

XDGH.TO
14.8%
SCHD
19.2%

Financial Services

XDGH.TO
13.2%
SCHD
9.3%

Industrials

XDGH.TO
12.6%
SCHD
7.5%

Energy

XDGH.TO
10.3%
SCHD
16.2%

Technology

XDGH.TO
9.6%
SCHD
16.4%

Consumer Cyclical

XDGH.TO
9.4%
SCHD
6.3%

Utilities

XDGH.TO
5.6%
SCHD
0.0%

Communication Services

XDGH.TO
3.3%
SCHD
6.3%

Basic Materials

XDGH.TO
2.4%
SCHD
1.2%

Real Estate

XDGH.TO
0.2%
SCHD

-

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iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)

Schwab U.S. Dividend Equity ETF

Often compared with XDGH.TO:
XDGH.TO vs. XDG.TOXDGH.TO vs. XHD.TOXDGH.TO vs. XEQT.TOXDGH.TO vs. XDUH.TOXDGH.TO vs. VFV.TOXDGH.TO vs. VIDY.TOXDGH.TO vs. ACWV
Often compared with SCHD:
SCHD vs. VOOSCHD vs. VYMSCHD vs. SPYSCHD vs. SCHGSCHD vs. JEPISCHD vs. FDVVSCHD vs. VIG

Return for Risk

XDGH.TO vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XDGH.TO
XDGH.TO Risk / Return Rank: 5252
Overall Rank
XDGH.TO Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
XDGH.TO Sortino Ratio Rank: 5757
Sortino Ratio Rank
XDGH.TO Omega Ratio Rank: 5151
Omega Ratio Rank
XDGH.TO Calmar Ratio Rank: 5555
Calmar Ratio Rank
XDGH.TO Martin Ratio Rank: 4848
Martin Ratio Rank
SCHD
SCHD Risk / Return Rank: 8080
Overall Rank
SCHD Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SCHD Sortino Ratio Rank: 8484
Sortino Ratio Rank
SCHD Omega Ratio Rank: 7373
Omega Ratio Rank
SCHD Calmar Ratio Rank: 9191
Calmar Ratio Rank
SCHD Martin Ratio Rank: 7575
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.

XDGH.TO vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) 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.

XDGH.TOSCHDDifference
Sharpe ratioReturn per unit of total volatility
1.78
2.57

-0.79

Sortino ratioReturn per unit of downside risk
2.69
3.98

-1.28

Omega ratioGain probability vs. loss probability

1.32

1.47

-0.15

Calmar ratioReturn relative to maximum drawdown

2.69

6.61

-3.92

Martin ratioReturn relative to average drawdown

8.01

19.13

-11.12

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

XDGH.TO vs. SCHD - Sharpe Ratio Comparison

The current XDGH.TO Sharpe Ratio is 1.78, which is lower than the SCHD Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of XDGH.TO 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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Sharpe Ratios by Period

XDGH.TOSCHDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

2.57

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.90

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.90

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

1.12

-0.59

Drawdowns

XDGH.TO vs. SCHD - Drawdown Comparison

The maximum XDGH.TO drawdown since its inception was -32.99%, which is greater than SCHD's maximum drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for XDGH.TO and SCHD.

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Drawdown Indicators

XDGH.TOSCHDDifference

Max Drawdown

Largest peak-to-trough decline

-32.99%

-26.93%

-6.06%

Max Drawdown (1Y)

Largest decline over 1 year

-6.38%

-4.30%

-2.08%

Max Drawdown (3Y)

Largest decline over 3 years

-11.96%

-15.30%

+3.34%

Max Drawdown (5Y)

Largest decline over 5 years

-14.56%

-15.30%

+0.74%

Max Drawdown (10Y)

Largest decline over 10 years

—

-26.93%

—

Current Drawdown

Current decline from peak

-2.25%

-1.22%

-1.03%

Average Drawdown

Average peak-to-trough decline

-3.63%

-2.86%

-0.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

1.48%

+0.66%

Volatility

XDGH.TO vs. SCHD - Volatility Comparison

iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH.TO) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 2.55% and 2.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XDGH.TOSCHDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.55%

2.63%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

6.84%

8.23%

-1.39%

Volatility (1Y)

Calculated over the trailing 1-year period

9.67%

11.10%

-1.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.14%

12.63%

-0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.60%

15.18%

-0.58%

XDGH.TO vs. SCHD - Expense Ratio Comparison

XDGH.TO 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%.

Dividends

XDGH.TO vs. SCHD - Dividend Comparison

XDGH.TO's dividend yield for the trailing twelve months is around 2.81%, less than SCHD's 3.26% yield.

PositionTTM20252024202320222021202020192018201720162015
SCHD
Schwab U.S. Dividend Equity ETF		3.26%3.82%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%
XDGH.TO
iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)		2.81%2.81%3.04%3.41%3.18%3.05%3.24%2.82%3.29%0.81%0.00%0.00%

Frequently Asked Questions

XDGH.TO and SCHD have a correlation of 0.65, 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 0.22% for XDGH.TO.

XDGH.TO is categorized as Global Equities, while SCHD is Dividend. XDGH.TO tracks Morningstar Gbl GR CAD, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.22% for XDGH.TO and 0.06% for SCHD.

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