XHD.TO vs. SCHD
Compare and contrast key facts about iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) and Schwab US Dividend Equity ETF (SCHD).
XHD.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. XHD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Aug 14, 2012. 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 XHD.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: XHD.TO or SCHD.
Correlation
The correlation between XHD.TO and SCHD is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XHD.TO vs. SCHD - Performance Comparison
Key characteristics
XHD.TO:
0.75
SCHD:
0.98
XHD.TO:
1.10
SCHD:
1.47
XHD.TO:
1.13
SCHD:
1.17
XHD.TO:
0.77
SCHD:
1.39
XHD.TO:
3.11
SCHD:
4.20
XHD.TO:
2.39%
SCHD:
2.63%
XHD.TO:
9.91%
SCHD:
11.28%
XHD.TO:
-38.69%
SCHD:
-33.37%
XHD.TO:
-9.41%
SCHD:
-6.83%
Returns By Period
In the year-to-date period, XHD.TO achieves a -0.09% return, which is significantly higher than SCHD's -0.22% return. Over the past 10 years, XHD.TO has underperformed SCHD with an annualized return of 5.58%, while SCHD has yielded a comparatively higher 11.02% annualized return.
XHD.TO
-0.09%
-6.93%
2.64%
7.31%
4.28%
5.58%
SCHD
-0.22%
-4.53%
8.00%
10.41%
10.93%
11.02%
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XHD.TO vs. SCHD - Expense Ratio Comparison
XHD.TO has a 0.33% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
XHD.TO vs. SCHD — Risk-Adjusted Performance Rank
XHD.TO
SCHD
XHD.TO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.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
XHD.TO vs. SCHD - Dividend Comparison
XHD.TO's dividend yield for the trailing twelve months is around 3.16%, less than SCHD's 3.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 3.16% | 3.15% | 3.26% | 2.84% | 2.96% | 3.62% | 2.59% | 2.96% | 2.49% | 2.61% | 3.17% | 5.73% |
SCHD Schwab US Dividend Equity ETF | 3.65% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
XHD.TO vs. SCHD - Drawdown Comparison
The maximum XHD.TO drawdown since its inception was -38.69%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XHD.TO and SCHD. For additional features, visit the drawdowns tool.
Volatility
XHD.TO vs. SCHD - Volatility Comparison
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) has a higher volatility of 4.24% compared to Schwab US Dividend Equity ETF (SCHD) at 3.58%. This indicates that XHD.TO'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.