CHMI vs. SCHD
Compare and contrast key facts about Cherry Hill Mortgage Investment Corporation (CHMI) 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: CHMI or SCHD.
Correlation
The correlation between CHMI and SCHD is 0.36, 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.
Performance
CHMI vs. SCHD - Performance Comparison
Key characteristics
CHMI:
0.14
SCHD:
0.34
CHMI:
0.44
SCHD:
0.58
CHMI:
1.06
SCHD:
1.08
CHMI:
0.07
SCHD:
0.34
CHMI:
0.34
SCHD:
1.16
CHMI:
14.20%
SCHD:
4.69%
CHMI:
35.39%
SCHD:
15.99%
CHMI:
-82.38%
SCHD:
-33.37%
CHMI:
-61.37%
SCHD:
-10.12%
Returns By Period
In the year-to-date period, CHMI achieves a 19.21% return, which is significantly higher than SCHD's -3.75% return. Over the past 10 years, CHMI has underperformed SCHD with an annualized return of -4.28%, while SCHD has yielded a comparatively higher 10.60% annualized return.
CHMI
19.21%
4.51%
2.09%
2.70%
-1.15%
-4.28%
SCHD
-3.75%
3.09%
-5.55%
4.12%
13.37%
10.60%
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Risk-Adjusted Performance
CHMI vs. SCHD — Risk-Adjusted Performance Rank
CHMI
SCHD
CHMI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cherry Hill Mortgage Investment Corporation (CHMI) 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
CHMI vs. SCHD - Dividend Comparison
CHMI's dividend yield for the trailing twelve months is around 19.93%, more than SCHD's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHMI Cherry Hill Mortgage Investment Corporation | 19.93% | 22.73% | 17.82% | 18.62% | 13.06% | 11.14% | 12.20% | 12.03% | 10.89% | 11.60% | 15.23% | 10.98% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CHMI vs. SCHD - Drawdown Comparison
The maximum CHMI drawdown since its inception was -82.38%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CHMI and SCHD. For additional features, visit the drawdowns tool.
Volatility
CHMI vs. SCHD - Volatility Comparison
Cherry Hill Mortgage Investment Corporation (CHMI) has a higher volatility of 21.48% compared to Schwab US Dividend Equity ETF (SCHD) at 11.24%. This indicates that CHMI'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.