ACRNX vs. SCHD
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and Schwab US Dividend Equity ETF (SCHD).
ACRNX is managed by Columbia Threadneedle. It was launched on Jun 10, 1970. 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: ACRNX or SCHD.
Correlation
The correlation between ACRNX and SCHD is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACRNX vs. SCHD - Performance Comparison
Key characteristics
ACRNX:
1.03
SCHD:
1.19
ACRNX:
1.48
SCHD:
1.74
ACRNX:
1.18
SCHD:
1.21
ACRNX:
0.23
SCHD:
1.70
ACRNX:
4.55
SCHD:
4.74
ACRNX:
4.20%
SCHD:
2.85%
ACRNX:
18.59%
SCHD:
11.40%
ACRNX:
-87.35%
SCHD:
-33.37%
ACRNX:
-79.78%
SCHD:
-4.06%
Returns By Period
In the year-to-date period, ACRNX achieves a 4.00% return, which is significantly higher than SCHD's 2.75% return. Over the past 10 years, ACRNX has underperformed SCHD with an annualized return of -8.35%, while SCHD has yielded a comparatively higher 11.64% annualized return.
ACRNX
4.00%
1.88%
10.91%
19.47%
-2.48%
-8.35%
SCHD
2.75%
1.74%
3.98%
13.40%
11.63%
11.64%
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ACRNX vs. SCHD - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ACRNX vs. SCHD — Risk-Adjusted Performance Rank
ACRNX
SCHD
ACRNX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) 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.
Dividends
ACRNX vs. SCHD - Dividend Comparison
ACRNX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.54%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.54% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ACRNX vs. SCHD - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -87.35%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ACRNX and SCHD. For additional features, visit the drawdowns tool.
Volatility
ACRNX vs. SCHD - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 4.12% compared to Schwab US Dividend Equity ETF (SCHD) at 3.08%. This indicates that ACRNX'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.