AB vs. SCHD
AB (AllianceBernstein Holding L.P.) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past 10 years, AB returned 14.19%/yr vs 12.34%/yr for SCHD. At a 0.50 correlation, their price movements are largely independent.
Performance
AB vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a 1.52% return, which is significantly lower than SCHD's 20.66% return. Over the past 10 years, AB has outperformed SCHD with an annualized return of 14.19%, while SCHD has yielded a comparatively lower 12.34% annualized return.
AB
- 1D
- 0.51%
- 1M
- 2.50%
- 6M
- 1.54%
- YTD
- 1.52%
- 1Y
- -1.70%
- 3Y*
- 13.03%
- 5Y*
- 4.39%
- 10Y*
- 14.19%
SCHD
- 1D
- 0.49%
- 1M
- -0.00%
- 6M
- 16.13%
- YTD
- 20.66%
- 1Y
- 23.51%
- 3Y*
- 14.13%
- 5Y*
- 9.00%
- 10Y*
- 12.34%
AB vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 1.52% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
SCHD Schwab U.S. Dividend Equity ETF | 20.66% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Correlation
The correlation between AB and SCHD is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2011 | 0.50 |
Over the past year, the correlation between AB and SCHD has dropped to 0.26 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
AB vs. SCHD — Risk / Return Rank
AB
SCHD
AB vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and Schwab U.S. 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AB | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.38 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 5.12 | -5.23 |
| Martin ratioReturn relative to average drawdown | -0.23 | 12.47 | -12.69 |
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Drawdowns
AB vs. SCHD - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AB and SCHD.
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Drawdown Indicators
| AB | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -33.37% | -54.28% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -4.61% | -10.07% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -16.13% | -4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -16.85% | -28.91% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -33.37% | -24.71% |
Current DrawdownCurrent decline from peak | -8.73% | -0.03% | -8.70% |
Average DrawdownAverage peak-to-trough decline | -26.17% | -3.31% | -22.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.51% | 1.89% | +5.62% |
Volatility
AB vs. SCHD - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 5.44% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.54%. This indicates that AB'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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Volatility by Period
| AB | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 3.54% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 18.17% | 7.70% | +10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 10.93% | +11.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.14% | 14.36% | +13.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.33% | 16.70% | +15.63% |
Dividends
AB vs. SCHD - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.13%, more than SCHD's 3.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.13% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
SCHD Schwab U.S. Dividend Equity ETF | 3.22% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
AB and SCHD have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AB has higher volatility (5.44%) compared to SCHD (3.54%). In terms of maximum drawdown, AB dropped -87.65% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.17 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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