SCHY vs. CGXU - ETF Comparison
SCHY - Schwab International Dividend Equity ETF
The Schwab International Dividend Equity ETF is an exchange-traded fund that tracks the Dow Jones International Dividend 100 Index, providing investors with exposure to a diversified portfolio of large-cap international dividend-paying stocks.
CGXU - Capital Group International Focus Equity ETF
The Capital Group International Focus Equity ETF is an actively managed fund that invests in a diversified portfolio of international equities, excluding the US market, with a focus on total market exposure. The fund aims to provide long-term capital growth by selecting securities based on the fund manager's proprietary investment approach.
| SCHY | CGXU | |
|---|---|---|
| Fund Name | Schwab International Dividend Equity ETF | Capital Group International Focus Equity ETF |
| Fund Provider | Charles Schwab | The Capital Group Companies |
| Index | Dow Jones International Dividend 100 Index | Active (No Index) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.14% | 0.54% |
| Inception Date | 2021-04-29 | 2022-02-22 |
| Number Of Holdings | 101 | 73 |
| Currency | USD | USD |
| Region | Global ex-U.S. | Global ex-U.S. |
| Investment Style | Blend | Growth |
| Market Cap | Large-Cap | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.