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

Key characteristics


AIPISCHD
Daily Std Dev20.94%11.32%
Max Drawdown-15.85%-33.37%
Current Drawdown-0.17%0.00%

Correlation

-0.50.00.51.00.2

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.

Performance

AIPI vs. SCHD - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovember
14.85%
13.78%
AIPI
SCHD

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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.


AIPI
Sharpe ratio
No data
SCHD
Sharpe ratio
The chart of Sharpe ratio for SCHD, currently valued at 2.67, compared to the broader market-2.000.002.004.002.67
Sortino ratio
The chart of Sortino ratio for SCHD, currently valued at 3.84, compared to the broader market-2.000.002.004.006.008.0010.0012.003.84
Omega ratio
The chart of Omega ratio for SCHD, currently valued at 1.47, compared to the broader market1.001.502.002.503.001.47
Calmar ratio
The chart of Calmar ratio for SCHD, currently valued at 2.80, compared to the broader market0.005.0010.0015.002.80
Martin ratio
The chart of Martin ratio for SCHD, currently valued at 14.83, compared to the broader market0.0020.0040.0060.0080.00100.0014.83

AIPI vs. SCHD - Sharpe Ratio Comparison


Chart placeholderNot enough data

Dividends

AIPI vs. SCHD - Dividend Comparison

AIPI's dividend yield for the trailing twelve months is around 11.38%, more than SCHD's 3.36% yield.


TTM20232022202120202019201820172016201520142013
AIPI
REX AI Equity Premium Income ETF
11.38%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
3.36%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%JulyAugustSeptemberOctoberNovember
-0.17%
0
AIPI
SCHD

Volatility

AIPI vs. SCHD - Volatility Comparison

REX AI Equity Premium Income ETF (AIPI) has a higher volatility of 5.16% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. 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 03
5.16%
3.57%
AIPI
SCHD