AEP vs. SCHD
Compare and contrast key facts about American Electric Power Company, Inc. (AEP) and Schwab U.S. 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.
Performance
AEP vs. SCHD - Performance Comparison
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AEP vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEP American Electric Power Company, Inc. | 15.09% | 29.38% | 18.18% | -10.98% | 10.38% | 10.68% | -9.01% | 30.52% | 5.38% | 20.95% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, AEP achieves a 15.09% return, which is significantly higher than SCHD's 12.17% return. Over the past 10 years, AEP has underperformed SCHD with an annualized return of 10.82%, while SCHD has yielded a comparatively higher 12.25% annualized return.
AEP
- 1D
- 0.45%
- 1M
- -1.22%
- YTD
- 15.09%
- 6M
- 18.63%
- 1Y
- 25.55%
- 3Y*
- 17.44%
- 5Y*
- 13.05%
- 10Y*
- 10.82%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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Return for Risk
AEP vs. SCHD — Risk / Return Rank
AEP
SCHD
AEP vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Electric Power Company, Inc. (AEP) 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.
| AEP | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.88 | +0.52 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.32 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.05 | +1.73 |
Martin ratioReturn relative to average drawdown | 6.29 | 3.55 | +2.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEP | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.88 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.58 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.74 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.84 | -0.54 |
Correlation
The correlation between AEP and SCHD is 0.39, 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.
Dividends
AEP vs. SCHD - Dividend Comparison
AEP's dividend yield for the trailing twelve months is around 2.86%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEP American Electric Power Company, Inc. | 2.86% | 3.24% | 3.87% | 4.15% | 3.34% | 3.37% | 3.41% | 2.87% | 3.39% | 3.25% | 3.61% | 3.69% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
AEP vs. SCHD - Drawdown Comparison
The maximum AEP drawdown since its inception was -62.75%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AEP and SCHD.
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Drawdown Indicators
| AEP | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.75% | -33.37% | -29.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -12.74% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -29.56% | -16.85% | -12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -33.37% | +0.46% |
Current DrawdownCurrent decline from peak | -1.85% | -3.43% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -17.60% | -3.34% | -14.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 3.75% | +0.15% |
Volatility
AEP vs. SCHD - Volatility Comparison
American Electric Power Company, Inc. (AEP) has a higher volatility of 5.01% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that AEP'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
| AEP | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 2.33% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | 7.96% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.42% | 15.69% | +2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 14.40% | +5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 16.70% | +4.19% |