CION vs. SCHD
Compare and contrast key facts about CION Investment Corporation (CION) 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: CION or SCHD.
Correlation
The correlation between CION and SCHD is 0.47, 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
CION vs. SCHD - Performance Comparison
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Key characteristics
CION:
-0.43
SCHD:
0.24
CION:
-0.26
SCHD:
0.53
CION:
0.96
SCHD:
1.07
CION:
-0.25
SCHD:
0.30
CION:
-0.86
SCHD:
0.98
CION:
8.15%
SCHD:
4.99%
CION:
23.23%
SCHD:
16.27%
CION:
-45.34%
SCHD:
-33.37%
CION:
-21.29%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, CION achieves a -13.35% return, which is significantly lower than SCHD's -2.39% return.
CION
-13.35%
8.28%
-11.31%
-9.88%
N/A
N/A
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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Risk-Adjusted Performance
CION vs. SCHD — Risk-Adjusted Performance Rank
CION
SCHD
CION vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CION Investment Corporation (CION) 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.
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Dividends
CION vs. SCHD - Dividend Comparison
CION's dividend yield for the trailing twelve months is around 16.13%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CION CION Investment Corporation | 16.13% | 13.33% | 14.24% | 14.87% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CION vs. SCHD - Drawdown Comparison
The maximum CION drawdown since its inception was -45.34%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CION and SCHD. For additional features, visit the drawdowns tool.
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Volatility
CION vs. SCHD - Volatility Comparison
CION Investment Corporation (CION) has a higher volatility of 9.32% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that CION'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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