CBSH vs. SCHD
Compare and contrast key facts about Commerce Bancshares, Inc. (CBSH) 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: CBSH or SCHD.
Correlation
The correlation between CBSH and SCHD is 0.62, 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
CBSH vs. SCHD - Performance Comparison
Key characteristics
CBSH:
1.21
SCHD:
1.19
CBSH:
1.92
SCHD:
1.75
CBSH:
1.24
SCHD:
1.21
CBSH:
0.98
SCHD:
1.71
CBSH:
5.11
SCHD:
4.80
CBSH:
5.41%
SCHD:
2.84%
CBSH:
22.95%
SCHD:
11.43%
CBSH:
-45.05%
SCHD:
-33.37%
CBSH:
-6.78%
SCHD:
-3.99%
Returns By Period
In the year-to-date period, CBSH achieves a 5.54% return, which is significantly higher than SCHD's 2.82% return. Over the past 10 years, CBSH has underperformed SCHD with an annualized return of 9.37%, while SCHD has yielded a comparatively higher 11.32% annualized return.
CBSH
5.54%
3.87%
8.36%
29.80%
5.05%
9.37%
SCHD
2.82%
1.85%
5.71%
14.40%
11.33%
11.32%
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Risk-Adjusted Performance
CBSH vs. SCHD — Risk-Adjusted Performance Rank
CBSH
SCHD
CBSH vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce Bancshares, Inc. (CBSH) 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
CBSH vs. SCHD - Dividend Comparison
CBSH's dividend yield for the trailing twelve months is around 1.64%, less than SCHD's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBSH Commerce Bancshares, Inc. | 1.64% | 1.73% | 2.12% | 1.75% | 1.67% | 1.90% | 1.32% | 1.32% | 1.26% | 1.16% | 1.45% | 1.35% |
SCHD Schwab US Dividend Equity ETF | 3.54% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CBSH vs. SCHD - Drawdown Comparison
The maximum CBSH drawdown since its inception was -45.05%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CBSH and SCHD. For additional features, visit the drawdowns tool.
Volatility
CBSH vs. SCHD - Volatility Comparison
Commerce Bancshares, Inc. (CBSH) has a higher volatility of 5.31% compared to Schwab US Dividend Equity ETF (SCHD) at 3.30%. This indicates that CBSH'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.