ASB vs. SCHD
Compare and contrast key facts about Associated Banc-Corp (ASB) 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: ASB or SCHD.
Correlation
The correlation between ASB and SCHD is 0.61, 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
ASB vs. SCHD - Performance Comparison
Key characteristics
ASB:
0.67
SCHD:
1.19
ASB:
1.28
SCHD:
1.74
ASB:
1.15
SCHD:
1.21
ASB:
1.29
SCHD:
1.70
ASB:
2.81
SCHD:
4.74
ASB:
7.76%
SCHD:
2.85%
ASB:
32.76%
SCHD:
11.40%
ASB:
-71.39%
SCHD:
-33.37%
ASB:
-9.96%
SCHD:
-4.06%
Returns By Period
In the year-to-date period, ASB achieves a 5.10% return, which is significantly higher than SCHD's 2.75% return. Over the past 10 years, ASB has underperformed SCHD with an annualized return of 7.71%, while SCHD has yielded a comparatively higher 11.49% annualized return.
ASB
5.10%
2.49%
6.85%
20.71%
8.61%
7.71%
SCHD
2.75%
1.78%
3.98%
13.33%
11.31%
11.49%
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Risk-Adjusted Performance
ASB vs. SCHD — Risk-Adjusted Performance Rank
ASB
SCHD
ASB vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Associated Banc-Corp (ASB) 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
ASB vs. SCHD - Dividend Comparison
ASB's dividend yield for the trailing twelve months is around 3.54%, which matches SCHD's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASB Associated Banc-Corp | 3.54% | 3.72% | 3.97% | 3.51% | 3.36% | 4.22% | 3.13% | 3.13% | 1.97% | 1.82% | 2.19% | 1.99% |
SCHD Schwab US Dividend Equity ETF | 3.54% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ASB vs. SCHD - Drawdown Comparison
The maximum ASB drawdown since its inception was -71.39%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ASB and SCHD. For additional features, visit the drawdowns tool.
Volatility
ASB vs. SCHD - Volatility Comparison
Associated Banc-Corp (ASB) has a higher volatility of 7.39% compared to Schwab US Dividend Equity ETF (SCHD) at 3.08%. This indicates that ASB'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.