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CSSEN vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CSSEN and SCHD is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

CSSEN vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chicken Soup for the Soul Enter (CSSEN) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

-100.00%0.00%100.00%200.00%300.00%400.00%SeptemberOctoberNovemberDecember2025February
-95.83%
2.98%
CSSEN
SCHD

Key characteristics

Returns By Period


CSSEN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

1.72%

1M

-0.71%

6M

3.59%

1Y

12.33%

5Y*

11.22%

10Y*

11.06%

*Annualized

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Risk-Adjusted Performance

CSSEN vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSSEN
The Risk-Adjusted Performance Rank of CSSEN is 5353
Overall Rank
The Sharpe Ratio Rank of CSSEN is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of CSSEN is 6262
Sortino Ratio Rank
The Omega Ratio Rank of CSSEN is 8484
Omega Ratio Rank
The Calmar Ratio Rank of CSSEN is 6969
Calmar Ratio Rank
The Martin Ratio Rank of CSSEN is 1919
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 4747
Overall Rank
The Sharpe Ratio Rank of SCHD is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 4747
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 4343
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 5656
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSSEN vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Chicken Soup for the Soul Enter (CSSEN) 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.


Sharpe ratio
The chart of Sharpe ratio for CSSEN, currently valued at -0.20, compared to the broader market-2.000.002.004.00-0.201.20
The chart of Sortino ratio for CSSEN, currently valued at 1.19, compared to the broader market-6.00-4.00-2.000.002.004.006.001.191.77
The chart of Omega ratio for CSSEN, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.21
The chart of Calmar ratio for CSSEN, currently valued at -1.00, compared to the broader market0.002.004.006.00-1.001.72
The chart of Martin ratio for CSSEN, currently valued at -1.26, compared to the broader market-10.000.0010.0020.0030.00-1.264.44
CSSEN
SCHD


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
-0.20
1.20
CSSEN
SCHD

Dividends

CSSEN vs. SCHD - Dividend Comparison

CSSEN has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.58%.


TTM20242023202220212020201920182017201620152014
CSSEN
Chicken Soup for the Soul Enter
238,050.00%238,550.00%15.07%9.41%9.27%4.33%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
3.58%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

CSSEN vs. SCHD - Drawdown Comparison


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-99.99%
-5.01%
CSSEN
SCHD

Volatility

CSSEN vs. SCHD - Volatility Comparison

The current volatility for Chicken Soup for the Soul Enter (CSSEN) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.23%. This indicates that CSSEN 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.


0.00%50.00%100.00%150.00%200.00%250.00%SeptemberOctoberNovemberDecember2025February0
3.23%
CSSEN
SCHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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