DSI vs SCHC
Comparison between ISHARES ESG MSCI KLD 400 ETF (DSI, ETF) and SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF).
5-Year PerformanceDSI has outperformed SCHC, delivering a return of +12.7% compared to +6.7%
DSI vs SCHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DSI
$5.40B
SCHC
$5.40B
Expense Ratio
DSI
0.25%
Winner
SCHC
0.06%
Max Drawdown
DSI
55.08%
Winner
SCHC
47.07%
Sharpe Ratio
Winner
DSI
1.31
SCHC
1.01
5Y Beta
DSI
1.02
Winner
SCHC
0.73
P/E Ratio
DSI
29.33
SCHC
N/A
Forward P/E
DSI
22.49
SCHC
N/A
PEG Ratio
DSI
0.26
SCHC
N/A
5Y Dividends CAGR
DSI
8.24%
Winner
SCHC
16.61%
5Y EPS CAGR
DSI
32.27%
SCHC
N/A
Debt to Equity
DSI
51.40%
SCHC
N/A
P/S Ratio
DSI
3.71
SCHC
N/A
P/B Ratio
DSI
6.67
SCHC
N/A
DSI vs SCHC - Holdings Comparison
DSI and SCHC have 1 common holdings. Overlap is 0.00%
DSI's top 25 holdings weight is 55.83%. SCHC's top 25 holdings weight is 7.80%.
| Rank | DSI | SCHC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.94% | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% |
| #2 | MICROSOFT CORP (MSFT) - 8.17% | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.89% | ENAGAS SA (n/a) - 0.36% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.66% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% |
| #5 | TESLA INC (TSLA) - 3.11% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 2.59% | FINNING INTERNATIONAL INC (FINGF) - 0.33% |
| #7 | VISA INC CLASS A (V) - 1.74% | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% |
| #8 | INTEL CORP (INTC) - 1.35% | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% |
| #9 | ABBVIE INC (ABBV) - 1.32% | HUDBAY MINERALS INC (n/a) - 0.30% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.31% | CAPITAL POWER CORP (CPXWF) - 0.30% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.29% | STOREBRAND ASA (n/a) - 0.30% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.28% | SOUTH BOW CORP (SOBO) - 0.29% |
| #13 | CATERPILLAR INC (CAT) - 1.21% | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.17% | OCEANAGOLD CORP (OGC) - 0.28% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.00% | VALIANT HOLDING AG (n/a) - 0.28% |
| #16 | THE HOME DEPOT INC (HD) - 0.96% | TUI AG (n/a) - 0.28% |
| #17 | COCA-COLA CO (KO) - 0.92% | NKT AS (n/a) - 0.28% |
| #18 | MERCK & CO INC (MRK) - 0.91% | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 0.81% | OR ROYALTIES INC (OR) - 0.28% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.77% | K&S AG (n/a) - 0.28% |
| #21 | NEWMONT CORP (NEM) - 0.29% | SUBSEA 7 SA (n/a) - 0.28% |
| #22 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.29% | WPP PLC (n/a) - 0.28% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.29% | AEDIFICA SA (n/a) - 0.28% |
| #24 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.28% | LOTTOMATICA GROUP SPA (n/a) - 0.28% |
| #25 | QUANTA SERVICES INC (PWR) - 0.28% | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% |
| Total Holdings | 365 | 2250 |
DSI vs SCHC - Historical Returns
Returns include dividend reinvestment.
1M
DSI
+4.09%
Winner
SCHC
+4.93%
3M
Winner
DSI
+5.98%
SCHC
+0.40%
6M
Winner
DSI
+13.97%
SCHC
+3.18%
1Y
Winner
DSI
+24.25%
SCHC
+20.38%
5Y(CAGR)
Winner
DSI
+12.70%
SCHC
+6.65%
10Y(CAGR)
Winner
DSI
+15.28%
SCHC
+8.25%
Max(CAGR)
Winner
DSI
+10.87%
SCHC
+7.28%
DSI vs SCHC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DSI | SCHC |
|---|---|---|
| 2026 | +14.79% | +10.64% |
| 2025 | +18.27% | +37.73% |
| 2024 | +23.16% | +3.59% |
| 2023 | +28.81% | +14.09% |
| 2022 | -22.06% | -22.33% |
| 2021 | +33.05% | +11.61% |
| 2020 | +19.83% | +9.68% |
| 2019 | +31.24% | +22.91% |
| 2018 | -4.65% | -19.47% |
| 2017 | +19.92% | +28.59% |
| 2016 | +12.30% | +4.30% |
| 2015 | +0.37% | +2.06% |
| 2014 | +13.49% | -6.00% |
| 2013 | +32.39% | +19.07% |
| 2012 | +11.24% | +15.92% |
| 2011 | +0.54% | -14.43% |
| 2010 | +9.95% | +17.14% |
| 2009 | +27.31% | N/A |
| 2008 | -33.72% | N/A |
| 2007 | +3.37% | N/A |
| 2006 | +1.39% | N/A |
DSI vs SCHC Drawdown Comparison
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current SCHC drawdown is -1.45%.
| Rank | DSI | SCHC |
|---|---|---|
| #1 | -54.23% Oct 11, 2007 - Mar 19, 2012 | -43.97% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -34.10% Feb 19, 2020 - Aug 12, 2020 | -36.48% Sep 3, 2021 - May 19, 2025 |
| #3 | -28.35% Dec 29, 2021 - Dec 26, 2023 | -28.31% Apr 29, 2011 - May 3, 2013 |
| #4 | -20.57% Jan 23, 2025 - Jun 27, 2025 | -23.68% Jul 3, 2014 - May 2, 2017 |
| #5 | -18.31% Sep 20, 2018 - Apr 1, 2019 | -18.51% Apr 14, 2010 - Sep 28, 2010 |
| #6 | -13.12% May 21, 2015 - Apr 18, 2016 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -11.05% Jan 28, 2026 - Apr 17, 2026 | -12.17% Jan 14, 2010 - Apr 1, 2010 |
| #8 | -10.30% Jan 26, 2018 - Jul 25, 2018 | -10.36% May 8, 2013 - Aug 2, 2013 |
| #9 | -10.08% Apr 2, 2012 - Sep 6, 2012 | -9.35% Mar 3, 2011 - Apr 1, 2011 |
| #10 | -9.61% Jul 13, 2007 - Oct 5, 2007 | -6.61% Nov 4, 2010 - Dec 13, 2010 |
| #11 | -9.49% Sep 2, 2020 - Nov 13, 2020 | -6.51% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -9.17% Jul 16, 2024 - Sep 19, 2024 | -5.70% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -7.33% Sep 18, 2014 - Oct 31, 2014 | -5.63% Jun 8, 2021 - Aug 5, 2021 |
| #14 | -6.99% Apr 29, 2019 - Jun 20, 2019 | -4.31% Apr 9, 2014 - Jun 4, 2014 |
| #15 | -6.49% Mar 28, 2024 - May 15, 2024 | -4.08% Oct 22, 2013 - Dec 30, 2013 |
Correlation
Correlation between DSI and SCHC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
DSI vs SCHC dividend yield comparison.
| Year | DSI | SCHC |
|---|---|---|
| 2026 | 0.40% | 0.21% |
| 2025 | 0.92% | 3.66% |
| 2024 | 1.03% | 3.72% |
| 2023 | 1.19% | 2.94% |
| 2022 | 1.39% | 1.78% |
| 2021 | 0.99% | 3.02% |
| 2020 | 1.22% | 1.62% |
| 2019 | 1.40% | 3.23% |
| 2018 | 1.63% | 2.51% |
| 2017 | 1.28% | 2.73% |
| 2016 | 1.51% | 2.01% |
| 2015 | 1.46% | 2.34% |
| 2014 | 1.26% | 2.59% |
| 2013 | 1.27% | 2.81% |
| 2012 | 1.74% | 3.00% |
| 2011 | 1.47% | 7.05% |
| 2010 | 1.33% | 2.28% |
| 2009 | 1.35% | 0.00% |
| 2008 | 1.96% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 0.20% | 0.00% |
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