AZTD vs. SCHD
Compare and contrast key facts about Aztlan Global Stock Selection Dm SMID ETF (AZTD) and Schwab US Dividend Equity ETF (SCHD).
AZTD and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AZTD is a passively managed fund by Aztlan that tracks the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index - Benchmark TR Gross. It was launched on Aug 17, 2022. 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 AZTD 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: AZTD or SCHD.
Correlation
The correlation between AZTD and SCHD is 0.66, 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
AZTD vs. SCHD - Performance Comparison
Key characteristics
AZTD:
0.85
SCHD:
1.27
AZTD:
1.25
SCHD:
1.87
AZTD:
1.16
SCHD:
1.22
AZTD:
1.24
SCHD:
1.82
AZTD:
3.70
SCHD:
4.66
AZTD:
3.69%
SCHD:
3.11%
AZTD:
16.05%
SCHD:
11.39%
AZTD:
-15.77%
SCHD:
-33.37%
AZTD:
-2.79%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, AZTD achieves a 5.42% return, which is significantly higher than SCHD's 3.66% return.
AZTD
5.42%
0.54%
8.53%
14.66%
N/A
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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AZTD vs. SCHD - Expense Ratio Comparison
AZTD has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AZTD vs. SCHD — Risk-Adjusted Performance Rank
AZTD
SCHD
AZTD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) 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
AZTD vs. SCHD - Dividend Comparison
AZTD's dividend yield for the trailing twelve months is around 1.77%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZTD Aztlan Global Stock Selection Dm SMID ETF | 1.77% | 1.87% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AZTD vs. SCHD - Drawdown Comparison
The maximum AZTD drawdown since its inception was -15.77%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AZTD and SCHD. For additional features, visit the drawdowns tool.
Volatility
AZTD vs. SCHD - Volatility Comparison
Aztlan Global Stock Selection Dm SMID ETF (AZTD) has a higher volatility of 4.47% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that AZTD'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.