CUBE vs. SCHD
CUBE (CubeSmart) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past 10 years, CUBE returned 6.41%/yr vs 12.77%/yr for SCHD. At a 0.42 correlation, their price movements are largely independent.
Performance
CUBE vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, CUBE achieves a 11.69% return, which is significantly lower than SCHD's 19.01% return. Over the past 10 years, CUBE has underperformed SCHD with an annualized return of 6.41%, while SCHD has yielded a comparatively higher 12.77% annualized return.
CUBE
- 1D
- -0.84%
- 1M
- 0.13%
- YTD
- 11.69%
- 6M
- 8.80%
- 1Y
- -3.07%
- 3Y*
- -0.02%
- 5Y*
- 1.60%
- 10Y*
- 6.41%
SCHD
- 1D
- 0.00%
- 1M
- 2.70%
- YTD
- 19.01%
- 6M
- 18.63%
- 1Y
- 27.16%
- 3Y*
- 15.09%
- 5Y*
- 8.36%
- 10Y*
- 12.77%
CUBE vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 11.69% | -11.59% | -4.53% | 20.50% | -26.31% | 74.59% | 11.67% | 14.12% | 3.42% | 12.74% |
SCHD Schwab U.S. Dividend Equity ETF | 19.01% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Correlation
The correlation between CUBE and SCHD is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.42 |
The correlation between CUBE and SCHD shifts across timeframes, from 0.40 (10 years) to 0.56 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
CUBE vs. SCHD — Risk / Return Rank
CUBE
SCHD
CUBE vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CubeSmart (CUBE) and Schwab U.S. 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.
| CUBE | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.92 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.45 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 5.91 | -6.09 |
| Martin ratioReturn relative to average drawdown | -0.35 | 14.53 | -14.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CUBE | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | 2.49 | -2.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.58 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.77 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.86 | -0.63 |
Drawdowns
CUBE vs. SCHD - Drawdown Comparison
The maximum CUBE drawdown since its inception was -93.15%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CUBE and SCHD.
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Drawdown Indicators
| CUBE | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -33.37% | -59.78% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -4.61% | -12.75% |
Max Drawdown (3Y)Largest decline over 3 years | -31.95% | -16.13% | -15.82% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -16.85% | -20.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | -33.37% | -8.06% |
Current DrawdownCurrent decline from peak | -21.69% | -1.40% | -20.29% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -3.32% | -18.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.82% | 1.88% | +6.94% |
Volatility
CUBE vs. SCHD - Volatility Comparison
CubeSmart (CUBE) has a higher volatility of 6.55% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.66%. This indicates that CUBE'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.
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Volatility by Period
| CUBE | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.55% | 2.66% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 15.73% | 7.66% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 10.96% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.36% | 14.38% | +10.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 16.72% | +8.65% |
Dividends
CUBE vs. SCHD - Dividend Comparison
CUBE's dividend yield for the trailing twelve months is around 5.37%, more than SCHD's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUBE CubeSmart | 5.37% | 5.77% | 3.57% | 4.27% | 4.42% | 2.55% | 3.96% | 4.10% | 4.25% | 3.84% | 3.36% | 2.25% |
SCHD Schwab U.S. Dividend Equity ETF | 3.26% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
CUBE and SCHD have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CUBE has higher volatility (6.55%) compared to SCHD (2.66%). In terms of maximum drawdown, CUBE dropped -93.15% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.49 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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