CSEIX vs. SCHD
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) and Schwab US Dividend Equity ETF (SCHD).
CSEIX is managed by T. Rowe Price. It was launched on Sep 2, 1997. 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: CSEIX or SCHD.
Correlation
The correlation between CSEIX 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
CSEIX vs. SCHD - Performance Comparison
Key characteristics
CSEIX:
0.93
SCHD:
0.27
CSEIX:
1.34
SCHD:
0.48
CSEIX:
1.18
SCHD:
1.07
CSEIX:
0.59
SCHD:
0.27
CSEIX:
2.97
SCHD:
1.05
CSEIX:
5.45%
SCHD:
4.09%
CSEIX:
17.46%
SCHD:
15.83%
CSEIX:
-77.49%
SCHD:
-33.37%
CSEIX:
-15.18%
SCHD:
-12.33%
Returns By Period
In the year-to-date period, CSEIX achieves a 0.31% return, which is significantly higher than SCHD's -6.12% return. Over the past 10 years, CSEIX has underperformed SCHD with an annualized return of 2.39%, while SCHD has yielded a comparatively higher 10.27% annualized return.
CSEIX
0.31%
-2.96%
-8.80%
16.76%
6.29%
2.39%
SCHD
-6.12%
-8.49%
-10.14%
4.46%
12.75%
10.27%
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CSEIX vs. SCHD - Expense Ratio Comparison
CSEIX has a 1.10% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CSEIX vs. SCHD — Risk-Adjusted Performance Rank
CSEIX
SCHD
CSEIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) 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
CSEIX vs. SCHD - Dividend Comparison
CSEIX's dividend yield for the trailing twelve months is around 2.74%, less than SCHD's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSEIX Cohen & Steers Real Estate Securities Fund, Inc. | 2.74% | 2.72% | 2.89% | 3.14% | 1.51% | 3.03% | 2.45% | 3.51% | 2.39% | 2.71% | 2.42% | 2.30% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CSEIX vs. SCHD - Drawdown Comparison
The maximum CSEIX drawdown since its inception was -77.49%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CSEIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
CSEIX vs. SCHD - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Securities Fund, Inc. (CSEIX) is 9.76%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.02%. This indicates that CSEIX 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.