BUSA vs. SCHD
Compare and contrast key facts about Brandes U.S. Value ETF (BUSA) and Schwab US Dividend Equity ETF (SCHD).
BUSA and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023. 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: BUSA or SCHD.
Correlation
The correlation between BUSA 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
BUSA vs. SCHD - Performance Comparison
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Key characteristics
BUSA:
0.40
SCHD:
0.08
BUSA:
0.75
SCHD:
0.32
BUSA:
1.11
SCHD:
1.04
BUSA:
0.54
SCHD:
0.15
BUSA:
1.97
SCHD:
0.49
BUSA:
3.88%
SCHD:
4.96%
BUSA:
16.42%
SCHD:
16.03%
BUSA:
-14.19%
SCHD:
-33.37%
BUSA:
-5.97%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, BUSA achieves a 0.51% return, which is significantly higher than SCHD's -4.97% return.
BUSA
0.51%
6.03%
-4.32%
6.40%
N/A
N/A
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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BUSA vs. SCHD - Expense Ratio Comparison
BUSA has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
BUSA vs. SCHD — Risk-Adjusted Performance Rank
BUSA
SCHD
BUSA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes U.S. Value ETF (BUSA) 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
BUSA vs. SCHD - Dividend Comparison
BUSA's dividend yield for the trailing twelve months is around 1.51%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUSA Brandes U.S. Value ETF | 1.51% | 1.37% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BUSA vs. SCHD - Drawdown Comparison
The maximum BUSA drawdown since its inception was -14.19%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BUSA and SCHD. For additional features, visit the drawdowns tool.
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Volatility
BUSA vs. SCHD - Volatility Comparison
Brandes U.S. Value ETF (BUSA) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 5.45% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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