APD vs. SCHD
Compare and contrast key facts about Air Products and Chemicals, Inc. (APD) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APD or SCHD.
Correlation
The correlation between APD and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APD vs. SCHD - Performance Comparison
Key characteristics
APD:
0.37
SCHD:
1.02
APD:
0.68
SCHD:
1.51
APD:
1.11
SCHD:
1.18
APD:
0.33
SCHD:
1.55
APD:
1.24
SCHD:
5.23
APD:
8.46%
SCHD:
2.21%
APD:
28.13%
SCHD:
11.28%
APD:
-60.58%
SCHD:
-33.37%
APD:
-12.65%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, APD achieves a 9.25% return, which is significantly lower than SCHD's 10.68% return. Over the past 10 years, APD has underperformed SCHD with an annualized return of 10.30%, while SCHD has yielded a comparatively higher 10.89% annualized return.
APD
9.25%
-10.62%
9.15%
12.27%
7.04%
10.30%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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Risk-Adjusted Performance
APD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Air Products and Chemicals, Inc. (APD) 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
APD vs. SCHD - Dividend Comparison
APD's dividend yield for the trailing twelve months is around 2.41%, less than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APD Air Products and Chemicals, Inc. | 2.41% | 2.56% | 2.10% | 1.97% | 1.96% | 1.97% | 2.75% | 2.32% | 1.31% | 0.16% | 0.14% | 0.17% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
APD vs. SCHD - Drawdown Comparison
The maximum APD drawdown since its inception was -60.58%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for APD and SCHD. For additional features, visit the drawdowns tool.
Volatility
APD vs. SCHD - Volatility Comparison
Air Products and Chemicals, Inc. (APD) has a higher volatility of 4.45% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. This indicates that APD'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.