ASET vs. SCHD
Compare and contrast key facts about FlexShares Real Assets Allocation Index Fund (ASET) and Schwab US Dividend Equity ETF (SCHD).
ASET and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ASET is a passively managed fund by Northern Trust that tracks the performance of the Northern Trust Real Assets Allocation Total Return. It was launched on Nov 23, 2015. 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. Both ASET and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASET or SCHD.
Correlation
The correlation between ASET and SCHD is 0.63, 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
ASET vs. SCHD - Performance Comparison
Key characteristics
ASET:
0.46
SCHD:
0.14
ASET:
0.88
SCHD:
0.35
ASET:
1.12
SCHD:
1.05
ASET:
0.60
SCHD:
0.17
ASET:
1.93
SCHD:
0.57
ASET:
4.06%
SCHD:
4.90%
ASET:
13.87%
SCHD:
16.03%
ASET:
-36.50%
SCHD:
-33.37%
ASET:
-2.91%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, ASET achieves a 6.54% return, which is significantly higher than SCHD's -4.79% return.
ASET
6.54%
11.84%
1.09%
6.30%
8.17%
N/A
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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ASET vs. SCHD - Expense Ratio Comparison
ASET has a 0.57% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ASET vs. SCHD — Risk-Adjusted Performance Rank
ASET
SCHD
ASET vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Real Assets Allocation Index Fund (ASET) 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
ASET vs. SCHD - Dividend Comparison
ASET's dividend yield for the trailing twelve months is around 3.49%, less than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASET FlexShares Real Assets Allocation Index Fund | 3.49% | 3.71% | 2.88% | 2.70% | 2.49% | 2.08% | 3.08% | 3.04% | 2.26% | 3.29% | 1.11% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ASET vs. SCHD - Drawdown Comparison
The maximum ASET drawdown since its inception was -36.50%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ASET and SCHD. For additional features, visit the drawdowns tool.
Volatility
ASET vs. SCHD - Volatility Comparison
The current volatility for FlexShares Real Assets Allocation Index Fund (ASET) is 6.41%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.36%. This indicates that ASET experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.