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

Correlation

The correlation between AIPI and SCHD is 0.22, 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.


-0.50.00.51.00.2

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.

-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
10.79%
6.37%
AIPI
SCHD

Key characteristics

Daily Std Dev

AIPI:

19.88%

SCHD:

11.25%

Max Drawdown

AIPI:

-15.85%

SCHD:

-33.37%

Current Drawdown

AIPI:

-2.15%

SCHD:

-6.72%

Returns By Period


AIPI

YTD

N/A

1M

2.68%

6M

9.47%

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

11.54%

1M

-4.06%

6M

7.86%

1Y

12.63%

5Y*

10.97%

10Y*

10.86%

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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%

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 14.52%, more than SCHD's 3.64% yield.


TTM20232022202120202019201820172016201520142013
AIPI
REX AI Equity Premium Income ETF
14.52%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
3.64%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%JulyAugustSeptemberOctoberNovemberDecember
-2.15%
-6.72%
AIPI
SCHD

Volatility

AIPI vs. SCHD - Volatility Comparison

REX AI Equity Premium Income ETF (AIPI) has a higher volatility of 4.76% compared to Schwab US Dividend Equity ETF (SCHD) at 3.88%. 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%AugustSeptemberOctoberNovemberDecember
4.76%
3.88%
AIPI
SCHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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