BEPC vs. SCHD
Compare and contrast key facts about Brookfield Renewable Corporation (BEPC) 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: BEPC or SCHD.
Correlation
The correlation between BEPC and SCHD is 0.41, 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
BEPC vs. SCHD - Performance Comparison
Key characteristics
BEPC:
0.72
SCHD:
0.23
BEPC:
1.26
SCHD:
0.43
BEPC:
1.15
SCHD:
1.06
BEPC:
0.48
SCHD:
0.23
BEPC:
1.98
SCHD:
0.84
BEPC:
13.91%
SCHD:
4.38%
BEPC:
38.33%
SCHD:
15.99%
BEPC:
-61.04%
SCHD:
-33.37%
BEPC:
-46.95%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, BEPC achieves a 1.91% return, which is significantly higher than SCHD's -5.04% return.
BEPC
1.91%
-4.24%
-14.80%
24.20%
N/A
N/A
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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Risk-Adjusted Performance
BEPC vs. SCHD — Risk-Adjusted Performance Rank
BEPC
SCHD
BEPC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Renewable Corporation (BEPC) 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
BEPC vs. SCHD - Dividend Comparison
BEPC's dividend yield for the trailing twelve months is around 5.17%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEPC Brookfield Renewable Corporation | 5.17% | 5.13% | 4.69% | 4.65% | 3.30% | 0.99% | 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
BEPC vs. SCHD - Drawdown Comparison
The maximum BEPC drawdown since its inception was -61.04%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BEPC and SCHD. For additional features, visit the drawdowns tool.
Volatility
BEPC vs. SCHD - Volatility Comparison
Brookfield Renewable Corporation (BEPC) has a higher volatility of 15.85% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that BEPC'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.