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

Correlation

The correlation between CSSEN and SCHD is 0.05, 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.


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.

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Key characteristics

Returns By Period


CSSEN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

-3.35%

1M

1.36%

6M

-9.75%

1Y

5.67%

3Y*

3.71%

5Y*

12.22%

10Y*

10.58%

*Annualized

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Chicken Soup for the Soul Enter

Schwab US Dividend Equity ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 5757
Overall Rank
The Sharpe Ratio Rank of CSSEN is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of CSSEN is 7272
Sortino Ratio Rank
The Omega Ratio Rank of CSSEN is 8989
Omega Ratio Rank
The Calmar Ratio Rank of CSSEN is 7777
Calmar Ratio Rank
The Martin Ratio Rank of CSSEN is 88
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 3232
Overall Rank
The Sharpe Ratio Rank of SCHD is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 3131
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 3030
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3737
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 3232
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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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 3.97%.


TTM20242023202220212020201920182017201620152014
CSSEN
Chicken Soup for the Soul Enter
237,525.00%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
3.97%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


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

CSSEN vs. SCHD - Volatility Comparison


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