XDUH.TO vs. SCHD
Compare and contrast key facts about iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and Schwab US Dividend Equity ETF (SCHD).
XDUH.TO and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDUH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Jun 13, 2017. 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 XDUH.TO 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: XDUH.TO or SCHD.
Correlation
The correlation between XDUH.TO and SCHD is 0.66, 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
XDUH.TO vs. SCHD - Performance Comparison
Key characteristics
XDUH.TO:
1.00
SCHD:
0.95
XDUH.TO:
1.55
SCHD:
1.42
XDUH.TO:
1.19
SCHD:
1.17
XDUH.TO:
1.29
SCHD:
1.34
XDUH.TO:
4.10
SCHD:
4.01
XDUH.TO:
2.42%
SCHD:
2.66%
XDUH.TO:
9.95%
SCHD:
11.26%
XDUH.TO:
-34.91%
SCHD:
-33.37%
XDUH.TO:
-7.14%
SCHD:
-6.62%
Returns By Period
In the year-to-date period, XDUH.TO achieves a -0.04% return, which is significantly lower than SCHD's 0.00% return.
XDUH.TO
-0.04%
-4.20%
2.59%
9.73%
5.46%
N/A
SCHD
0.00%
-3.85%
5.89%
11.31%
11.04%
11.10%
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XDUH.TO vs. SCHD - Expense Ratio Comparison
XDUH.TO has a 0.16% 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
XDUH.TO vs. SCHD — Risk-Adjusted Performance Rank
XDUH.TO
SCHD
XDUH.TO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) 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
XDUH.TO vs. SCHD - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.67%, less than SCHD's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 2.67% | 2.67% | 2.55% | 2.40% | 2.62% | 2.67% | 2.36% | 2.75% | 1.41% | 0.00% | 0.00% | 0.00% |
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
XDUH.TO vs. SCHD - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and SCHD. For additional features, visit the drawdowns tool.
Volatility
XDUH.TO vs. SCHD - Volatility Comparison
The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 3.36%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.61%. This indicates that XDUH.TO 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.