SCHD vs. BUSA
Compare and contrast key facts about Schwab US Dividend Equity ETF (SCHD) and Brandes U.S. Value ETF (BUSA).
SCHD and BUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHD or BUSA.
Correlation
The correlation between SCHD and BUSA 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
SCHD vs. BUSA - Performance Comparison
Key characteristics
SCHD:
0.15
BUSA:
0.49
SCHD:
0.32
BUSA:
0.79
SCHD:
1.04
BUSA:
1.11
SCHD:
0.15
BUSA:
0.57
SCHD:
0.50
BUSA:
2.10
SCHD:
4.85%
BUSA:
3.85%
SCHD:
16.02%
BUSA:
16.40%
SCHD:
-33.37%
BUSA:
-14.19%
SCHD:
-11.57%
BUSA:
-6.77%
Returns By Period
In the year-to-date period, SCHD achieves a -5.30% return, which is significantly lower than BUSA's -0.35% return.
SCHD
-5.30%
2.81%
-10.08%
2.08%
12.56%
10.27%
BUSA
-0.35%
7.32%
-4.97%
6.73%
N/A
N/A
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SCHD vs. BUSA - Expense Ratio Comparison
SCHD has a 0.06% expense ratio, which is lower than BUSA's 0.60% expense ratio.
Risk-Adjusted Performance
SCHD vs. BUSA — Risk-Adjusted Performance Rank
SCHD
BUSA
SCHD vs. BUSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and Brandes U.S. Value ETF (BUSA). 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
SCHD vs. BUSA - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 4.05%, more than BUSA's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BUSA Brandes U.S. Value ETF | 1.52% | 1.37% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHD vs. BUSA - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, which is greater than BUSA's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for SCHD and BUSA. For additional features, visit the drawdowns tool.
Volatility
SCHD vs. BUSA - Volatility Comparison
Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 8.81% compared to Brandes U.S. Value ETF (BUSA) at 8.24%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than BUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.