SCHD/VOO/VIG 80/10/10
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 80% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 10% |
VIG Vanguard Dividend Appreciation ETF | Large Cap Growth Equities, Dividend | 10% |
Performance
The chart shows the growth of an initial investment of $10,000 in SCHD/VOO/VIG 80/10/10, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Sep 21, 2023, the SCHD/VOO/VIG 80/10/10 returned 1.03% Year-To-Date and 11.26% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 0.33% | 11.48% | 14.66% | 16.16% | 8.51% | 9.99% |
| SCHD/VOO/VIG 80/10/10 | 0.26% | 6.16% | 1.03% | 9.92% | 9.92% | 11.30% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | 0.24% | 5.02% | -1.48% | 8.21% | 9.83% | 11.24% |
VOO Vanguard S&P 500 ETF | 0.48% | 12.46% | 16.07% | 18.16% | 10.40% | 12.06% |
VIG Vanguard Dividend Appreciation ETF | 0.25% | 8.84% | 6.67% | 14.72% | 9.44% | 10.73% |
| Returns over 1 year are annualized | ||||||
Asset Correlations Table
| SCHD | VOO | VIG | |
|---|---|---|---|
| SCHD | 1.00 | 0.88 | 0.92 |
| VOO | 0.88 | 1.00 | 0.94 |
| VIG | 0.92 | 0.94 | 1.00 |
Dividend yield
SCHD/VOO/VIG 80/10/10 granted a 3.19% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHD/VOO/VIG 80/10/10 | 3.19% | 3.15% | 2.65% | 3.10% | 3.09% | 3.33% | 2.95% | 3.34% | 3.56% | 3.22% | 3.12% | 3.74% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 3.61% | 3.48% | 2.96% | 3.46% | 3.39% | 3.60% | 3.18% | 3.59% | 3.81% | 3.47% | 3.34% | 3.98% |
VOO Vanguard S&P 500 ETF | 1.53% | 1.71% | 1.28% | 1.60% | 1.99% | 2.23% | 1.96% | 2.26% | 2.41% | 2.17% | 2.19% | 2.65% |
VIG Vanguard Dividend Appreciation ETF | 1.49% | 1.98% | 1.60% | 1.70% | 1.83% | 2.26% | 2.09% | 2.43% | 2.71% | 2.31% | 2.23% | 2.92% |
Expense Ratio
The SCHD/VOO/VIG 80/10/10 has an expense ratio of 0.06% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.36 | ||||
VOO Vanguard S&P 500 ETF | 0.85 | ||||
VIG Vanguard Dividend Appreciation ETF | 0.77 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the SCHD/VOO/VIG 80/10/10. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the SCHD/VOO/VIG 80/10/10 is 33.06%, recorded on Mar 23, 2020. It took 111 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.06% | Feb 13, 2020 | 27 | Mar 23, 2020 | 111 | Aug 28, 2020 | 138 |
| -17.83% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -17.33% | Sep 24, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -13.45% | Mar 3, 2015 | 123 | Aug 25, 2015 | 140 | Mar 16, 2016 | 263 |
| -11.77% | Jan 29, 2018 | 39 | Mar 23, 2018 | 123 | Sep 18, 2018 | 162 |
Volatility Chart
The current SCHD/VOO/VIG 80/10/10 volatility is 2.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.