CRAK vs. SCHD
Compare and contrast key facts about VanEck Oil Refiners ETF (CRAK) and Schwab US Dividend Equity ETF (SCHD).
CRAK and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CRAK is a passively managed fund by VanEck that tracks the performance of the MVIS Global Oil Refiners. It was launched on Aug 18, 2015. 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. Both CRAK and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRAK or SCHD.
Key characteristics
| CRAK | SCHD | |
|---|---|---|
| YTD Return | 7.99% | 2.29% |
| 1Y Return | 28.37% | 13.67% |
| 3Y Return (Ann) | 12.34% | 4.36% |
| 5Y Return (Ann) | 8.16% | 11.21% |
| Sharpe Ratio | 1.67 | 1.11 |
| Daily Std Dev | 16.36% | 11.38% |
| Max Drawdown | -58.82% | -33.37% |
| Current Drawdown | -8.27% | -4.17% |
Correlation
The correlation between CRAK 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
CRAK vs. SCHD - Performance Comparison
In the year-to-date period, CRAK achieves a 7.99% return, which is significantly higher than SCHD's 2.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CRAK vs. SCHD - Expense Ratio Comparison
CRAK has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CRAK vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Oil Refiners ETF (CRAK) 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
CRAK vs. SCHD - Dividend Comparison
CRAK's dividend yield for the trailing twelve months is around 3.38%, less than SCHD's 3.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAK VanEck Oil Refiners ETF | 3.38% | 3.65% | 3.08% | 2.40% | 2.64% | 1.43% | 2.42% | 1.47% | 3.42% | 0.47% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.46% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
CRAK vs. SCHD - Drawdown Comparison
The maximum CRAK drawdown since its inception was -58.82%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CRAK and SCHD. For additional features, visit the drawdowns tool.
Volatility
CRAK vs. SCHD - Volatility Comparison
VanEck Oil Refiners ETF (CRAK) has a higher volatility of 6.53% compared to Schwab US Dividend Equity ETF (SCHD) at 3.59%. This indicates that CRAK'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.