Correlation
The correlation between AUIAX and SCHD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
AUIAX vs. SCHD
Compare and contrast key facts about AB Equity Income Fund (AUIAX) and Schwab US Dividend Equity ETF (SCHD).
AUIAX is managed by AllianceBernstein. It was launched on Oct 18, 1993. 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: AUIAX or SCHD.
Performance
AUIAX vs. SCHD - Performance Comparison
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Key characteristics
AUIAX:
-0.07
SCHD:
0.21
AUIAX:
-0.07
SCHD:
0.24
AUIAX:
0.99
SCHD:
1.03
AUIAX:
-0.12
SCHD:
0.09
AUIAX:
-0.32
SCHD:
0.29
AUIAX:
8.76%
SCHD:
5.24%
AUIAX:
19.52%
SCHD:
16.46%
AUIAX:
-46.97%
SCHD:
-33.37%
AUIAX:
-12.64%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, AUIAX achieves a -0.02% return, which is significantly higher than SCHD's -4.38% return. Over the past 10 years, AUIAX has underperformed SCHD with an annualized return of 3.93%, while SCHD has yielded a comparatively higher 10.46% annualized return.
AUIAX
-0.02%
5.28%
-11.40%
-1.63%
6.42%
7.84%
3.93%
SCHD
-4.38%
0.70%
-10.16%
3.27%
4.44%
12.77%
10.46%
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AUIAX vs. SCHD - Expense Ratio Comparison
AUIAX has a 0.97% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AUIAX vs. SCHD — Risk-Adjusted Performance Rank
AUIAX
SCHD
AUIAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Equity Income Fund (AUIAX) 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.
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Dividends
AUIAX vs. SCHD - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 10.67%, more than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 10.67% | 10.54% | 2.68% | 7.73% | 16.45% | 2.65% | 5.61% | 13.48% | 6.11% | 2.85% | 5.38% | 10.50% |
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AUIAX vs. SCHD - Drawdown Comparison
The maximum AUIAX drawdown since its inception was -46.97%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AUIAX and SCHD.
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Volatility
AUIAX vs. SCHD - Volatility Comparison
The current volatility for AB Equity Income Fund (AUIAX) is 4.29%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.60%. This indicates that AUIAX 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.
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