AXP vs. SCHD
Compare and contrast key facts about American Express Company (AXP) and Schwab U.S. 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.
Performance
AXP vs. SCHD - Performance Comparison
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AXP vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -18.06% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, AXP achieves a -18.06% return, which is significantly lower than SCHD's 12.79% return. Over the past 10 years, AXP has outperformed SCHD with an annualized return of 19.02%, while SCHD has yielded a comparatively lower 12.31% annualized return.
AXP
- 1D
- 1.68%
- 1M
- -2.08%
- YTD
- -18.06%
- 6M
- -8.50%
- 1Y
- 13.62%
- 3Y*
- 23.88%
- 5Y*
- 17.25%
- 10Y*
- 19.02%
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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Return for Risk
AXP vs. SCHD — Risk / Return Rank
AXP
SCHD
AXP vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Schwab U.S. 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.
| AXP | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.89 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.35 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.19 | -0.56 |
Martin ratioReturn relative to average drawdown | 1.83 | 3.99 | -2.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AXP | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.89 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.84 | -0.56 |
Correlation
The correlation between AXP and SCHD is 0.65, 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.
Dividends
AXP vs. SCHD - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.08%, less than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.08% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
AXP vs. SCHD - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AXP and SCHD.
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Drawdown Indicators
| AXP | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -33.37% | -50.54% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -12.74% | -11.16% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -16.85% | -14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -33.37% | -16.27% |
Current DrawdownCurrent decline from peak | -21.24% | -2.89% | -18.35% |
Average DrawdownAverage peak-to-trough decline | -22.07% | -3.34% | -18.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 3.89% | +4.38% |
Volatility
AXP vs. SCHD - Volatility Comparison
American Express Company (AXP) has a higher volatility of 5.99% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that AXP'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.
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Volatility by Period
| AXP | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 2.40% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 21.10% | 7.96% | +13.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.61% | 15.74% | +16.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.37% | 14.40% | +14.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.74% | 16.70% | +15.04% |