BLUE vs. SCHD
Compare and contrast key facts about bluebird bio, Inc. (BLUE) 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: BLUE or SCHD.
Correlation
The correlation between BLUE and SCHD is 0.60, 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
BLUE vs. SCHD - Performance Comparison
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Key characteristics
BLUE:
41.49%
SCHD:
16.27%
BLUE:
-11.84%
SCHD:
-33.37%
BLUE:
-11.84%
SCHD:
-8.85%
Returns By Period
BLUE
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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Risk-Adjusted Performance
BLUE vs. SCHD — Risk-Adjusted Performance Rank
BLUE
SCHD
BLUE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for bluebird bio, Inc. (BLUE) 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.
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Dividends
BLUE vs. SCHD - Dividend Comparison
BLUE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLUE bluebird bio, 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 | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BLUE vs. SCHD - Drawdown Comparison
The maximum BLUE drawdown since its inception was -11.84%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BLUE and SCHD. For additional features, visit the drawdowns tool.
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Volatility
BLUE vs. SCHD - Volatility Comparison
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