COST vs. SCHD

In the year-to-date period, COST achieves a 13.80% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, COST has outperformed SCHD with an annualized return of 24.24%, while SCHD has yielded a comparatively lower 10.58% annualized return.

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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.

The current COST Sharpe Ratio is 1.29, which is higher than the SCHD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of COST and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

COST's dividend yield for the trailing twelve months is around 0.46%, less than SCHD's 3.97% yield.

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.

Costco Wholesale Corporation (COST) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 5.12% and 4.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.