COST vs. SCHD
Compare and contrast key facts about Costco Wholesale Corporation (COST) 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: COST or SCHD.
Correlation
The correlation between COST and SCHD is 0.56, 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
COST vs. SCHD - Performance Comparison
Key characteristics
COST:
1.75
SCHD:
0.18
COST:
2.32
SCHD:
0.35
COST:
1.32
SCHD:
1.05
COST:
2.24
SCHD:
0.17
COST:
6.64
SCHD:
0.60
COST:
5.84%
SCHD:
4.65%
COST:
22.12%
SCHD:
15.93%
COST:
-53.39%
SCHD:
-33.37%
COST:
-7.23%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, COST achieves a 9.15% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, COST has outperformed SCHD with an annualized return of 23.40%, while SCHD has yielded a comparatively lower 10.33% annualized return.
COST
9.15%
4.68%
14.56%
38.86%
29.20%
23.40%
SCHD
-5.04%
-7.75%
-7.25%
4.17%
13.28%
10.33%
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Risk-Adjusted Performance
COST vs. SCHD — Risk-Adjusted Performance Rank
COST
SCHD
COST vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Costco Wholesale Corporation (COST) 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
COST vs. SCHD - Dividend Comparison
COST's dividend yield for the trailing twelve months is around 0.48%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.48% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
COST vs. SCHD - Drawdown Comparison
The maximum COST drawdown since its inception was -53.39%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for COST and SCHD. For additional features, visit the drawdowns tool.
Volatility
COST vs. SCHD - Volatility Comparison
The current volatility for Costco Wholesale Corporation (COST) is 10.14%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.11%. This indicates that COST experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.