ARCC vs. SCHD
Compare and contrast key facts about Ares Capital Corporation (ARCC) 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: ARCC or SCHD.
Correlation
The correlation between ARCC and SCHD is 0.50, 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
ARCC vs. SCHD - Performance Comparison
Key characteristics
ARCC:
1.53
SCHD:
0.69
ARCC:
2.11
SCHD:
1.06
ARCC:
1.28
SCHD:
1.12
ARCC:
2.05
SCHD:
1.05
ARCC:
8.33
SCHD:
2.57
ARCC:
2.45%
SCHD:
3.24%
ARCC:
13.30%
SCHD:
12.03%
ARCC:
-79.36%
SCHD:
-33.37%
ARCC:
-3.72%
SCHD:
-3.88%
Returns By Period
In the year-to-date period, ARCC achieves a 4.72% return, which is significantly higher than SCHD's 2.93% return. Over the past 10 years, ARCC has outperformed SCHD with an annualized return of 13.05%, while SCHD has yielded a comparatively lower 11.46% annualized return.
ARCC
4.72%
-1.32%
12.44%
19.55%
31.74%
13.05%
SCHD
2.93%
-0.98%
0.72%
8.90%
17.65%
11.46%
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Risk-Adjusted Performance
ARCC vs. SCHD — Risk-Adjusted Performance Rank
ARCC
SCHD
ARCC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Capital Corporation (ARCC) 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
ARCC vs. SCHD - Dividend Comparison
ARCC's dividend yield for the trailing twelve months is around 8.57%, more than SCHD's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 8.57% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
SCHD Schwab US Dividend Equity ETF | 3.73% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ARCC vs. SCHD - Drawdown Comparison
The maximum ARCC drawdown since its inception was -79.36%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ARCC and SCHD. For additional features, visit the drawdowns tool.
Volatility
ARCC vs. SCHD - Volatility Comparison
Ares Capital Corporation (ARCC) has a higher volatility of 6.34% compared to Schwab US Dividend Equity ETF (SCHD) at 4.31%. This indicates that ARCC'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.