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 0.41, 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
CRF vs. SCHD - Performance Comparison
Key characteristics
CRF:
2.30
SCHD:
1.11
CRF:
2.48
SCHD:
1.63
CRF:
1.53
SCHD:
1.19
CRF:
1.79
SCHD:
1.58
CRF:
13.52
SCHD:
4.56
CRF:
3.31%
SCHD:
2.76%
CRF:
19.48%
SCHD:
11.39%
CRF:
-78.18%
SCHD:
-33.37%
CRF:
-7.93%
SCHD:
-5.94%
Returns By Period
In the year-to-date period, CRF achieves a 1.15% return, which is significantly higher than SCHD's 0.73% return. Over the past 10 years, CRF has outperformed SCHD with an annualized return of 13.04%, while SCHD has yielded a comparatively lower 11.16% annualized return.
CRF
1.15%
0.04%
20.89%
44.82%
15.95%
13.04%
SCHD
0.73%
-2.17%
3.46%
12.27%
10.85%
11.16%
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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.
Dividends
CRF vs. SCHD - Dividend Comparison
CRF's dividend yield for the trailing twelve months is around 14.34%, more than SCHD's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRF Cornerstone Total Return Fund, Inc. | 14.34% | 14.36% | 19.89% | 29.32% | 14.43% | 20.08% | 23.03% | 26.33% | 19.05% | 23.54% | 26.82% | 22.80% |
SCHD Schwab US Dividend Equity ETF | 3.62% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CRF vs. SCHD - Drawdown Comparison
The maximum CRF drawdown since its inception was -78.18%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CRF and SCHD. For additional features, visit the drawdowns tool.
Volatility
CRF vs. SCHD - Volatility Comparison
Cornerstone Total Return Fund, Inc. (CRF) has a higher volatility of 6.75% compared to Schwab US Dividend Equity ETF (SCHD) at 4.04%. This indicates that CRF'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.