CAPL vs. SCHD
Compare and contrast key facts about CrossAmerica Partners LP (CAPL) and Schwab U.S. 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.
Performance
CAPL vs. SCHD - Performance Comparison
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CAPL vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAPL CrossAmerica Partners LP | 3.78% | 2.89% | 6.27% | 26.71% | 14.99% | 22.91% | 9.01% | 43.57% | -33.07% | 3.68% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, CAPL achieves a 3.78% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, CAPL has underperformed SCHD with an annualized return of 9.71%, while SCHD has yielded a comparatively higher 12.25% annualized return.
CAPL
- 1D
- 0.48%
- 1M
- 1.41%
- YTD
- 3.78%
- 6M
- 5.19%
- 1Y
- -7.93%
- 3Y*
- 9.03%
- 5Y*
- 12.37%
- 10Y*
- 9.71%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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Return for Risk
CAPL vs. SCHD — Risk / Return Rank
CAPL
SCHD
CAPL vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CrossAmerica Partners LP (CAPL) and Schwab U.S. 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.
| CAPL | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.33 | 0.88 | -1.20 |
Sortino ratioReturn per unit of downside risk | -0.28 | 1.32 | -1.60 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.05 | -1.41 |
Martin ratioReturn relative to average drawdown | -0.57 | 3.55 | -4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAPL | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.88 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.58 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.74 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.84 | -0.57 |
Correlation
The correlation between CAPL and SCHD is 0.24, 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.
Dividends
CAPL vs. SCHD - Dividend Comparison
CAPL's dividend yield for the trailing twelve months is around 10.06%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAPL CrossAmerica Partners LP | 10.06% | 10.19% | 9.55% | 9.21% | 10.59% | 11.02% | 12.23% | 11.63% | 15.55% | 10.44% | 9.53% | 8.60% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
CAPL vs. SCHD - Drawdown Comparison
The maximum CAPL drawdown since its inception was -69.32%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CAPL and SCHD.
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Drawdown Indicators
| CAPL | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -33.37% | -35.95% |
Max Drawdown (1Y)Largest decline over 1 year | -18.25% | -12.74% | -5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -16.85% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -33.37% | -33.55% |
Current DrawdownCurrent decline from peak | -9.84% | -3.43% | -6.41% |
Average DrawdownAverage peak-to-trough decline | -16.68% | -3.34% | -13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.39% | 3.75% | +7.64% |
Volatility
CAPL vs. SCHD - Volatility Comparison
CrossAmerica Partners LP (CAPL) has a higher volatility of 7.78% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that CAPL'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.
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Volatility by Period
| CAPL | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 2.33% | +5.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.95% | 7.96% | +6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.55% | 15.69% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 14.40% | +10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.69% | 16.70% | +23.99% |