BIG vs. SCHD
Compare and contrast key facts about Big Lots, Inc. (BIG) 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: BIG or SCHD.
Performance
BIG vs. SCHD - Performance Comparison
Returns By Period
BIG
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
15.97%
-0.59%
10.25%
24.77%
12.66%
11.38%
Key characteristics
| BIG | SCHD |
|---|
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Correlation
The correlation between BIG 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.
Risk-Adjusted Performance
BIG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Big Lots, Inc. (BIG) 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
BIG vs. SCHD - Dividend Comparison
BIG has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIG Big Lots, Inc. | 0.00% | 3.85% | 8.16% | 2.66% | 2.80% | 4.18% | 4.15% | 1.78% | 1.67% | 1.97% | 1.27% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
BIG vs. SCHD - Drawdown Comparison
Volatility
BIG vs. SCHD - Volatility Comparison
The current volatility for Big Lots, Inc. (BIG) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.42%. This indicates that BIG 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.