ARI vs. SCHD
Compare and contrast key facts about Apollo Commercial Real Estate Finance, Inc. (ARI) 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: ARI or SCHD.
Correlation
The correlation between ARI and SCHD is 0.53, 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
ARI vs. SCHD - Performance Comparison
Key characteristics
ARI:
0.12
SCHD:
1.27
ARI:
0.35
SCHD:
1.87
ARI:
1.05
SCHD:
1.22
ARI:
0.14
SCHD:
1.82
ARI:
0.29
SCHD:
4.66
ARI:
11.48%
SCHD:
3.11%
ARI:
27.02%
SCHD:
11.39%
ARI:
-77.39%
SCHD:
-33.37%
ARI:
-8.40%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, ARI achieves a 15.13% return, which is significantly higher than SCHD's 3.66% return. Over the past 10 years, ARI has underperformed SCHD with an annualized return of 6.52%, while SCHD has yielded a comparatively higher 11.25% annualized return.
ARI
15.13%
10.29%
4.17%
4.58%
0.47%
6.52%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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Risk-Adjusted Performance
ARI vs. SCHD — Risk-Adjusted Performance Rank
ARI
SCHD
ARI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Commercial Real Estate Finance, Inc. (ARI) 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
ARI vs. SCHD - Dividend Comparison
ARI's dividend yield for the trailing twelve months is around 12.04%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARI Apollo Commercial Real Estate Finance, Inc. | 12.04% | 13.86% | 11.93% | 13.01% | 10.64% | 12.98% | 10.06% | 11.04% | 9.97% | 11.07% | 10.33% | 9.78% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ARI vs. SCHD - Drawdown Comparison
The maximum ARI drawdown since its inception was -77.39%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ARI and SCHD. For additional features, visit the drawdowns tool.
Volatility
ARI vs. SCHD - Volatility Comparison
Apollo Commercial Real Estate Finance, Inc. (ARI) has a higher volatility of 10.62% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that ARI'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.