AZO vs. SCHD
Compare and contrast key facts about AutoZone, Inc. (AZO) 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: AZO or SCHD.
Correlation
The correlation between AZO and SCHD is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AZO vs. SCHD - Performance Comparison
Key characteristics
AZO:
1.03
SCHD:
0.23
AZO:
1.50
SCHD:
0.43
AZO:
1.18
SCHD:
1.06
AZO:
1.42
SCHD:
0.23
AZO:
6.29
SCHD:
0.84
AZO:
3.48%
SCHD:
4.38%
AZO:
21.28%
SCHD:
15.99%
AZO:
-46.33%
SCHD:
-33.37%
AZO:
-5.71%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, AZO achieves a 12.73% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, AZO has outperformed SCHD with an annualized return of 18.00%, while SCHD has yielded a comparatively lower 10.35% annualized return.
AZO
12.73%
-1.70%
14.47%
20.78%
28.19%
18.00%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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Risk-Adjusted Performance
AZO vs. SCHD — Risk-Adjusted Performance Rank
AZO
SCHD
AZO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AutoZone, Inc. (AZO) 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
AZO vs. SCHD - Dividend Comparison
AZO has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.05%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AZO AutoZone, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AZO vs. SCHD - Drawdown Comparison
The maximum AZO drawdown since its inception was -46.33%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AZO and SCHD. For additional features, visit the drawdowns tool.
Volatility
AZO vs. SCHD - Volatility Comparison
The current volatility for AutoZone, Inc. (AZO) is 9.74%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.25%. This indicates that AZO 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.