BEN vs. SCHD
Compare and contrast key facts about Franklin Resources, Inc. (BEN) 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
BEN vs. SCHD - Performance Comparison
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BEN vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 0.19% | 24.76% | -27.21% | 16.96% | -17.52% | 38.88% | 1.46% | -9.29% | -23.34% | 11.58% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 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, BEN achieves a 0.19% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, BEN has underperformed SCHD with an annualized return of -0.22%, while SCHD has yielded a comparatively higher 12.25% annualized return.
BEN
- 1D
- -0.13%
- 1M
- -11.35%
- YTD
- 0.19%
- 6M
- 7.64%
- 1Y
- 29.16%
- 3Y*
- 1.00%
- 5Y*
- 0.01%
- 10Y*
- -0.22%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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Return for Risk
BEN vs. SCHD — Risk / Return Rank
BEN
SCHD
BEN vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Resources, Inc. (BEN) 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.
| BEN | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.88 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.32 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.05 | +0.49 |
Martin ratioReturn relative to average drawdown | 3.87 | 3.55 | +0.32 |
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
| BEN | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.88 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.58 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.74 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.84 | -0.39 |
Correlation
The correlation between BEN and SCHD is 0.70, 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.
Dividends
BEN vs. SCHD - Dividend Comparison
BEN's dividend yield for the trailing twelve months is around 5.51%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEN Franklin Resources, Inc. | 5.51% | 5.40% | 7.69% | 3.02% | 4.44% | 3.37% | 4.36% | 4.04% | 13.32% | 1.92% | 1.87% | 1.71% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
BEN vs. SCHD - Drawdown Comparison
The maximum BEN drawdown since its inception was -72.80%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BEN and SCHD.
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Drawdown Indicators
| BEN | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.80% | -33.37% | -39.43% |
Max Drawdown (1Y)Largest decline over 1 year | -19.21% | -12.74% | -6.47% |
Max Drawdown (5Y)Largest decline over 5 years | -47.43% | -16.85% | -30.58% |
Max Drawdown (10Y)Largest decline over 10 years | -62.10% | -33.37% | -28.73% |
Current DrawdownCurrent decline from peak | -32.33% | -3.43% | -28.90% |
Average DrawdownAverage peak-to-trough decline | -22.91% | -3.34% | -19.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 3.75% | +3.89% |
Volatility
BEN vs. SCHD - Volatility Comparison
Franklin Resources, Inc. (BEN) has a higher volatility of 10.29% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that BEN'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
| BEN | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.29% | 2.33% | +7.96% |
Volatility (6M)Calculated over the trailing 6-month period | 20.25% | 7.96% | +12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.48% | 15.69% | +14.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.12% | 14.40% | +17.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.83% | 16.70% | +16.13% |