CAKE vs. SCHD
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) 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: CAKE or SCHD.
Correlation
The correlation between CAKE and SCHD is 0.43, 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
CAKE vs. SCHD - Performance Comparison
Loading data...
Key characteristics
CAKE:
1.10
SCHD:
0.08
CAKE:
1.91
SCHD:
0.32
CAKE:
1.23
SCHD:
1.04
CAKE:
1.18
SCHD:
0.15
CAKE:
6.42
SCHD:
0.49
CAKE:
7.97%
SCHD:
4.96%
CAKE:
39.59%
SCHD:
16.03%
CAKE:
-86.17%
SCHD:
-33.37%
CAKE:
-14.04%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, CAKE achieves a 6.24% return, which is significantly higher than SCHD's -4.97% return. Over the past 10 years, CAKE has underperformed SCHD with an annualized return of 2.03%, while SCHD has yielded a comparatively higher 10.39% annualized return.
CAKE
6.24%
10.64%
8.88%
36.59%
20.83%
2.03%
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CAKE vs. SCHD — Risk-Adjusted Performance Rank
CAKE
SCHD
CAKE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) 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.
Loading data...
Dividends
CAKE vs. SCHD - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 2.15%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 2.15% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% |
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
CAKE vs. SCHD - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CAKE and SCHD. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CAKE vs. SCHD - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.04% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that CAKE's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...