AKRIX vs. SCHD
Compare and contrast key facts about Akre Focus Fund (AKRIX) and Schwab US Dividend Equity ETF (SCHD).
AKRIX is managed by Akre. It was launched on Aug 31, 2009. 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: AKRIX or SCHD.
Correlation
The correlation between AKRIX and SCHD is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AKRIX vs. SCHD - Performance Comparison
Key characteristics
AKRIX:
0.92
SCHD:
0.98
AKRIX:
1.26
SCHD:
1.46
AKRIX:
1.17
SCHD:
1.17
AKRIX:
0.82
SCHD:
1.38
AKRIX:
3.86
SCHD:
4.48
AKRIX:
3.38%
SCHD:
2.46%
AKRIX:
14.14%
SCHD:
11.30%
AKRIX:
-34.14%
SCHD:
-33.37%
AKRIX:
-10.11%
SCHD:
-6.93%
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with AKRIX having a 11.50% annualized return and SCHD not far behind at 11.03%.
AKRIX
0.00%
-10.11%
6.16%
13.04%
8.03%
11.50%
SCHD
11.29%
-6.93%
7.47%
11.29%
10.98%
11.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AKRIX vs. SCHD - Expense Ratio Comparison
AKRIX has a 1.04% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AKRIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) 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
AKRIX vs. SCHD - Dividend Comparison
AKRIX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.65%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AKRIX Akre Focus Fund | 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 | 3.65% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AKRIX vs. SCHD - Drawdown Comparison
The maximum AKRIX drawdown since its inception was -34.14%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AKRIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AKRIX vs. SCHD - Volatility Comparison
Akre Focus Fund (AKRIX) has a higher volatility of 6.29% compared to Schwab US Dividend Equity ETF (SCHD) at 3.46%. This indicates that AKRIX'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.