CSML vs. SCHD
Compare and contrast key facts about IQ Chaikin U.S. Small Cap ETF (CSML) and Schwab US Dividend Equity ETF (SCHD).
CSML and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSML is a passively managed fund by New York Life that tracks the performance of the NASDAQ Chaikin Power US Small Cap Index. It was launched on May 16, 2017. 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 CSML 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: CSML or SCHD.
Correlation
The correlation between CSML and SCHD is 0.75, 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
CSML vs. SCHD - Performance Comparison
Key characteristics
Returns By Period
CSML
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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CSML vs. SCHD - Expense Ratio Comparison
CSML has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CSML vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Chaikin U.S. Small Cap ETF (CSML) 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
CSML vs. SCHD - Dividend Comparison
CSML has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.64%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSML IQ Chaikin U.S. Small Cap ETF | 0.78% | 1.41% | 1.32% | 1.18% | 1.02% | 1.29% | 0.96% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
CSML vs. SCHD - Drawdown Comparison
Volatility
CSML vs. SCHD - Volatility Comparison
The current volatility for IQ Chaikin U.S. Small Cap ETF (CSML) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.88%. This indicates that CSML 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.