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AIPI vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

AIPI vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX AI Equity Premium Income ETF (AIPI) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovember
15.31%
14.84%
AIPI
SCHD

Returns By Period


AIPI

YTD

N/A

1M

5.37%

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

SCHD

YTD

18.85%

1M

3.78%

6M

14.95%

1Y

27.79%

5Y (annualized)

13.14%

10Y (annualized)

11.69%

Key characteristics


AIPISCHD
Daily Std Dev20.38%11.15%
Max Drawdown-15.85%-33.37%
Current Drawdown0.00%0.00%

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AIPI vs. SCHD - Expense Ratio Comparison

AIPI has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.


AIPI
REX AI Equity Premium Income ETF
Expense ratio chart for AIPI: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Correlation

-0.50.00.51.00.2

The correlation between AIPI and SCHD is 0.24, 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.

Risk-Adjusted Performance

AIPI vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for REX AI Equity Premium Income ETF (AIPI) 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.


Sharpe ratio
No data
AIPI
SCHD

Chart placeholderNot enough data

Dividends

AIPI vs. SCHD - Dividend Comparison

AIPI's dividend yield for the trailing twelve months is around 11.33%, more than SCHD's 3.33% yield.


TTM20232022202120202019201820172016201520142013
AIPI
REX AI Equity Premium Income ETF
11.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
3.33%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

AIPI vs. SCHD - Drawdown Comparison

The maximum AIPI drawdown since its inception was -15.85%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AIPI and SCHD. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovember00
AIPI
SCHD

Volatility

AIPI vs. SCHD - Volatility Comparison

REX AI Equity Premium Income ETF (AIPI) has a higher volatility of 5.43% compared to Schwab US Dividend Equity ETF (SCHD) at 3.67%. This indicates that AIPI'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.


2.00%4.00%6.00%8.00%10.00%Jul 07Jul 14Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17
5.43%
3.67%
AIPI
SCHD