SCHF vs. DMCY ETF Comparison
Comparison of Schwab International Equity ETF (SCHF) to Democracy International Fund (DMCY)
SCHF
Schwab International Equity ETF
SCHF Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Developed ex-US Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that its index is so concentrated. The fund may invest up to 10% of its net assets in securities not included in its index.
Grade (RS Rating)
Last Trade
$40.84
Average Daily Volume
3,174,684
35
DMCY
Democracy International Fund
DMCY Description
The Democracy International Fund is a Global Markets ex-United States Large & Mid Cap international equity portfolio that is both democracy and market capitalization weighted. The Democracy International Fund seeks to track the total return performance, before fees and expenses, of the Democracy Investments International Index. The intent of the Fund is to enable investors to allocate more into democracies thereby shifting capital flows toward democratic countries and away from authoritarian countries. This could lower the cost of capital and improve economic growth for democracies and the opposite for authoritarians, resulting in market-based incentives for democratic reforms.Grade (RS Rating)
Last Trade
$27.07
Average Daily Volume
1,297
21
Performance
Period | SCHF | DMCY |
---|---|---|
30 Days | 0.25% | 0.53% |
60 Days | 7.95% | 7.72% |
90 Days | 4.79% | 4.51% |
12 Months | 25.78% | 23.38% |
13 Overlapping Holdings
Symbol | Grade | Weight in SCHF | Weight in DMCY | Overlap | |
---|---|---|---|---|---|
ABBV | A | 0.42% | 0.53% | 0.42% | |
BCS | C | 0.21% | 0.24% | 0.21% | |
CNI | D | 0.31% | 0.37% | 0.31% | |
DEO | C | 0.34% | 0.37% | 0.34% | |
E | D | 0.17% | 0.21% | 0.17% | |
FLUT | B | 0.19% | 0.23% | 0.19% | |
LYG | C | 0.23% | 0.28% | 0.23% | |
NVS | D | 1.11% | 1.01% | 1.01% | |
SHOP | C | 0.44% | 0.42% | 0.42% | |
STLA | F | 0.14% | 0.23% | 0.14% | |
TD | C | 0.53% | 0.53% | 0.53% | |
UL | B | 0.74% | 0.68% | 0.68% | |
WCN | D | 0.21% | 0.26% | 0.21% |
SCHF Overweight 22 Positions Relative to DMCY
SCHF: Top Represented Industries & Keywords
DMCY: Top Represented Industries & Keywords