Correlation
The correlation between 0014.HK and SCHD is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
0014.HK vs. SCHD
Compare and contrast key facts about Hysan Development Co Ltd (0014.HK) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0014.HK or SCHD.
Performance
0014.HK vs. SCHD - Performance Comparison
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Key characteristics
0014.HK:
1.37
SCHD:
0.47
0014.HK:
1.56
SCHD:
0.78
0014.HK:
1.19
SCHD:
1.10
0014.HK:
0.37
SCHD:
0.49
0014.HK:
2.34
SCHD:
1.41
0014.HK:
10.89%
SCHD:
5.64%
0014.HK:
26.07%
SCHD:
16.40%
0014.HK:
-68.58%
SCHD:
-33.37%
0014.HK:
-54.19%
SCHD:
-7.85%
Returns By Period
In the year-to-date period, 0014.HK achieves a 26.40% return, which is significantly higher than SCHD's -1.31% return. Over the past 10 years, 0014.HK has underperformed SCHD with an annualized return of -3.55%, while SCHD has yielded a comparatively higher 10.88% annualized return.
0014.HK
26.40%
8.82%
27.91%
34.51%
-7.16%
-4.72%
-3.55%
SCHD
-1.31%
0.45%
-3.05%
7.69%
8.37%
12.37%
10.88%
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Risk-Adjusted Performance
0014.HK vs. SCHD — Risk-Adjusted Performance Rank
0014.HK
SCHD
0014.HK vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hysan Development Co Ltd (0014.HK) and Schwab US Dividend Equity ETF (SCHD). 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.
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Dividends
0014.HK vs. SCHD - Dividend Comparison
0014.HK's dividend yield for the trailing twelve months is around 7.68%, more than SCHD's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0014.HK Hysan Development Co Ltd | 7.68% | 9.12% | 9.29% | 5.69% | 5.98% | 5.06% | 4.71% | 3.70% | 3.26% | 4.15% | 3.94% | 3.41% |
SCHD Schwab US Dividend Equity ETF | 3.89% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
0014.HK vs. SCHD - Drawdown Comparison
The maximum 0014.HK drawdown since its inception was -68.58%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for 0014.HK and SCHD.
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Volatility
0014.HK vs. SCHD - Volatility Comparison
Hysan Development Co Ltd (0014.HK) has a higher volatility of 6.85% compared to Schwab US Dividend Equity ETF (SCHD) at 3.51%. This indicates that 0014.HK's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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