BPYPM vs. SCHD
Compare and contrast key facts about Brookfield Property Preferred L.P. (BPYPM) 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: BPYPM or SCHD.
Correlation
The correlation between BPYPM and SCHD is 0.29, 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.
Performance
BPYPM vs. SCHD - Performance Comparison
Key characteristics
BPYPM:
0.57
SCHD:
0.18
BPYPM:
0.94
SCHD:
0.35
BPYPM:
1.12
SCHD:
1.05
BPYPM:
0.39
SCHD:
0.18
BPYPM:
1.53
SCHD:
0.64
BPYPM:
8.44%
SCHD:
4.44%
BPYPM:
22.78%
SCHD:
15.99%
BPYPM:
-47.91%
SCHD:
-33.37%
BPYPM:
-23.46%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, BPYPM achieves a -2.58% return, which is significantly higher than SCHD's -5.19% return.
BPYPM
-2.58%
-2.07%
-14.99%
13.81%
N/A
N/A
SCHD
-5.19%
-7.50%
-7.13%
3.21%
12.75%
10.34%
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Risk-Adjusted Performance
BPYPM vs. SCHD — Risk-Adjusted Performance Rank
BPYPM
SCHD
BPYPM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Property Preferred L.P. (BPYPM) 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
BPYPM vs. SCHD - Dividend Comparison
BPYPM's dividend yield for the trailing twelve months is around 10.68%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPYPM Brookfield Property Preferred L.P. | 10.68% | 10.16% | 12.58% | 11.04% | 2.54% | 0.00% | 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
BPYPM vs. SCHD - Drawdown Comparison
The maximum BPYPM drawdown since its inception was -47.91%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BPYPM and SCHD. For additional features, visit the drawdowns tool.
Volatility
BPYPM vs. SCHD - Volatility Comparison
The current volatility for Brookfield Property Preferred L.P. (BPYPM) is 9.44%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that BPYPM 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.