SCHC vs DSI
Comparison between SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC, ETF) and ISHARES ESG MSCI KLD 400 ETF (DSI, ETF).
5-Year PerformanceDSI has outperformed SCHC, delivering a return of +12.5% compared to +6.3%
SCHC vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHC
$5.30B
Winner
DSI
$5.40B
Expense Ratio
Winner
SCHC
0.06%
DSI
0.25%
Max Drawdown
Winner
SCHC
47.07%
DSI
55.08%
Sharpe Ratio
SCHC
0.83
Winner
DSI
1.25
5Y Beta
Winner
SCHC
0.73
DSI
1.02
P/E Ratio
SCHC
N/A
DSI
29.48
Forward P/E
SCHC
N/A
DSI
22.21
PEG Ratio
SCHC
N/A
DSI
0.27
5Y Dividends CAGR
Winner
SCHC
16.61%
DSI
8.24%
5Y EPS CAGR
SCHC
N/A
DSI
28.72%
Debt to Equity
SCHC
N/A
DSI
19.64%
P/S Ratio
SCHC
N/A
DSI
3.75
P/B Ratio
SCHC
N/A
DSI
6.23
SCHC vs DSI - Holdings Comparison
SCHC and DSI have 1 common holdings. Overlap is 0.00%
SCHC's top 25 holdings weight is 7.80%. DSI's top 25 holdings weight is 58.12%.
| Rank | SCHC | DSI |
|---|---|---|
| #1 | MSCI EAFE JUN26 IFUS 20260619 (n/a) - 0.49% | NVIDIA CORP (NVDA) - 13.14% |
| #2 | SAMCHUNDANG PHARM CO LTD (n/a) - 0.47% | MICROSOFT CORP (MSFT) - 7.81% |
| #3 | ENAGAS SA (n/a) - 0.36% | ALPHABET INC CLASS A (GOOGL) - 6.06% |
| #4 | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.34% | ALPHABET INC CLASS C (GOOG) - 4.76% |
| #5 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.34% | TESLA INC (TSLA) - 3.45% |
| #6 | FINNING INTERNATIONAL INC (FINGF) - 0.33% | ADVANCED MICRO DEVICES INC (AMD) - 2.54% |
| #7 | GAMES WORKSHOP GROUP PLC (n/a) - 0.32% | VISA INC CLASS A (V) - 1.70% |
| #8 | ARITZIA INC SHS SUBORD VOTING (ATZAF) - 0.31% | INTEL CORP (INTC) - 1.61% |
| #9 | HUDBAY MINERALS INC (n/a) - 0.30% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #10 | CAPITAL POWER CORP (CPXWF) - 0.30% | LAM RESEARCH CORP (LRCX) - 1.41% |
| #11 | STOREBRAND ASA (n/a) - 0.30% | CATERPILLAR INC (CAT) - 1.33% |
| #12 | SOUTH BOW CORP (SOBO) - 0.29% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #13 | DUNDEE PRECIOUS METALS INC (n/a) - 0.29% | ABBVIE INC (ABBV) - 1.28% |
| #14 | OCEANAGOLD CORP (OGC) - 0.28% | MASTERCARD INC CLASS A (MA) - 1.23% |
| #15 | VALIANT HOLDING AG (n/a) - 0.28% | THE HOME DEPOT INC (HD) - 1.01% |
| #16 | TUI AG (n/a) - 0.28% | PROCTER & GAMBLE CO (PG) - 0.99% |
| #17 | NKT AS (n/a) - 0.28% | COCA-COLA CO (KO) - 0.91% |
| #18 | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 0.28% | MERCK & CO INC (MRK) - 0.89% |
| #19 | OR ROYALTIES INC (OR) - 0.28% | PALO ALTO NETWORKS INC (PANW) - 0.82% |
| #20 | K&S AG (n/a) - 0.28% | TEXAS INSTRUMENTS INC (TXN) - 0.78% |
| #21 | SUBSEA 7 SA (n/a) - 0.28% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.77% |
| #22 | WPP PLC (n/a) - 0.28% | MORGAN STANLEY (MS) - 0.72% |
| #23 | AEDIFICA SA (n/a) - 0.28% | ORACLE CORP (ORCL) - 0.71% |
| #24 | LOTTOMATICA GROUP SPA (n/a) - 0.28% | LINDE PLC (LIN) - 0.71% |
| #25 | THE BOYD GROUP INC COMMON STOCK (n/a) - 0.28% | MARVELL TECHNOLOGY INC (MRVL) - 0.67% |
| Total Holdings | 2250 | 406 |
SCHC vs DSI - Historical Returns
Returns include dividend reinvestment.
1M
SCHC
-3.65%
Winner
DSI
-0.51%
3M
SCHC
-3.65%
Winner
DSI
+7.78%
6M
SCHC
+1.51%
Winner
DSI
+8.57%
1Y
SCHC
+17.13%
Winner
DSI
+21.03%
5Y(CAGR)
SCHC
+6.26%
Winner
DSI
+12.45%
10Y(CAGR)
SCHC
+7.97%
Winner
DSI
+14.97%
Max(CAGR)
SCHC
+6.99%
Winner
DSI
+10.67%
SCHC vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SCHC | DSI |
|---|---|---|
| 2026 | +5.31% | +10.25% |
| 2025 | +37.73% | +18.27% |
| 2024 | +3.59% | +23.16% |
| 2023 | +14.09% | +28.81% |
| 2022 | -22.33% | -22.06% |
| 2021 | +11.61% | +33.05% |
| 2020 | +9.68% | +19.83% |
| 2019 | +22.91% | +31.24% |
| 2018 | -19.47% | -4.65% |
| 2017 | +28.59% | +19.92% |
| 2016 | +4.30% | +12.30% |
| 2015 | +2.06% | +0.37% |
| 2014 | -6.00% | +13.49% |
| 2013 | +19.07% | +32.39% |
| 2012 | +15.92% | +11.24% |
| 2011 | -14.43% | +0.54% |
| 2010 | +17.14% | +9.95% |
| 2009 | N/A | +27.31% |
| 2008 | N/A | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
SCHC vs DSI Drawdown Comparison
The maximum drawdown for SCHC was -43.97%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The current SCHC drawdown is -6.19%. The current DSI drawdown is -1.86%.
| Rank | SCHC | DSI |
|---|---|---|
| #1 | -43.97% Jan 26, 2018 - Dec 4, 2020 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -36.48% Sep 3, 2021 - May 19, 2025 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -28.31% Apr 29, 2011 - May 3, 2013 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -23.68% Jul 3, 2014 - May 2, 2017 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -18.51% Apr 14, 2010 - Sep 28, 2010 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -12.48% Feb 27, 2026 - Mar 20, 2026 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -12.17% Jan 14, 2010 - Apr 1, 2010 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -10.36% May 8, 2013 - Aug 2, 2013 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -9.35% Mar 3, 2011 - Apr 1, 2011 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -6.61% Nov 4, 2010 - Dec 13, 2010 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -6.51% Jan 15, 2014 - Feb 14, 2014 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -5.70% Oct 27, 2025 - Nov 28, 2025 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -5.63% Jun 8, 2021 - Aug 5, 2021 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -4.31% Apr 9, 2014 - Jun 4, 2014 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -4.08% Oct 22, 2013 - Dec 30, 2013 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between SCHC and DSI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
SCHC vs DSI dividend yield comparison.
| Year | SCHC | DSI |
|---|---|---|
| 2026 | 0.22% | 0.42% |
| 2025 | 3.66% | 0.92% |
| 2024 | 3.72% | 1.03% |
| 2023 | 2.94% | 1.19% |
| 2022 | 1.78% | 1.39% |
| 2021 | 3.02% | 0.99% |
| 2020 | 1.62% | 1.22% |
| 2019 | 3.23% | 1.40% |
| 2018 | 2.51% | 1.63% |
| 2017 | 2.73% | 1.28% |
| 2016 | 2.01% | 1.51% |
| 2015 | 2.34% | 1.46% |
| 2014 | 2.59% | 1.26% |
| 2013 | 2.81% | 1.27% |
| 2012 | 3.00% | 1.74% |
| 2011 | 7.05% | 1.47% |
| 2010 | 2.28% | 1.33% |
| 2009 | 0.00% | 1.35% |
| 2008 | 0.00% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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