ADSRX vs. SCHD
Compare and contrast key facts about Aperture Discover Equity Fund (ADSRX) and Schwab US Dividend Equity ETF (SCHD).
ADSRX is managed by Aperture Investors. It was launched on Dec 30, 2019. 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: ADSRX or SCHD.
Correlation
The correlation between ADSRX and SCHD is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ADSRX vs. SCHD - Performance Comparison
Key characteristics
Returns By Period
ADSRX
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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ADSRX vs. SCHD - Expense Ratio Comparison
ADSRX has a 4.18% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ADSRX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aperture Discover Equity Fund (ADSRX) 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
ADSRX vs. SCHD - Dividend Comparison
ADSRX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.64%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSRX Aperture Discover Equity Fund | 100.01% | 0.07% | 5.93% | 26.80% | 2.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
ADSRX vs. SCHD - Drawdown Comparison
Volatility
ADSRX vs. SCHD - Volatility Comparison
The current volatility for Aperture Discover Equity Fund (ADSRX) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.88%. This indicates that ADSRX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.