CRF vs. SCHD
Compare and contrast key facts about Cornerstone Total Return Fund, Inc. (CRF) and Schwab US Dividend Equity ETF (SCHD).
CRF is managed by Cornerstone. It was launched on Jan 2, 1990. 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: CRF or SCHD.
Correlation
The correlation between CRF and SCHD is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CRF vs. SCHD - Performance Comparison
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Key characteristics
CRF:
28.25%
SCHD:
10.77%
CRF:
-2.05%
SCHD:
-0.97%
CRF:
-0.88%
SCHD:
-0.27%
Returns By Period
CRF
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SCHD
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CRF vs. SCHD - Expense Ratio Comparison
CRF has a 1.84% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CRF vs. SCHD — Risk-Adjusted Performance Rank
CRF
SCHD
CRF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cornerstone Total Return Fund, Inc. (CRF) 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
CRF vs. SCHD - Dividend Comparison
CRF's dividend yield for the trailing twelve months is around 19.15%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRF Cornerstone Total Return Fund, Inc. | 19.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CRF vs. SCHD - Drawdown Comparison
The maximum CRF drawdown since its inception was -2.05%, which is greater than SCHD's maximum drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for CRF and SCHD. For additional features, visit the drawdowns tool.
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Volatility
CRF vs. SCHD - Volatility Comparison
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