CZMVX vs. SCHD
Compare and contrast key facts about Multi-Manager Value Strategies Fund (CZMVX) and Schwab US Dividend Equity ETF (SCHD).
CZMVX is managed by Blackrock. It was launched on Jan 3, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CZMVX or SCHD.
Correlation
The correlation between CZMVX and SCHD is 0.92, 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
CZMVX vs. SCHD - Performance Comparison
Key characteristics
CZMVX:
0.59
SCHD:
1.27
CZMVX:
0.81
SCHD:
1.87
CZMVX:
1.13
SCHD:
1.22
CZMVX:
0.57
SCHD:
1.82
CZMVX:
1.56
SCHD:
4.66
CZMVX:
4.94%
SCHD:
3.11%
CZMVX:
13.00%
SCHD:
11.39%
CZMVX:
-37.42%
SCHD:
-33.37%
CZMVX:
-8.20%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, CZMVX achieves a 4.94% return, which is significantly higher than SCHD's 3.66% return.
CZMVX
4.94%
0.68%
-1.09%
7.27%
3.91%
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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CZMVX vs. SCHD - Expense Ratio Comparison
CZMVX has a 0.69% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CZMVX vs. SCHD — Risk-Adjusted Performance Rank
CZMVX
SCHD
CZMVX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Value Strategies Fund (CZMVX) 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
CZMVX vs. SCHD - Dividend Comparison
CZMVX's dividend yield for the trailing twelve months is around 1.57%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 1.57% | 1.65% | 1.70% | 1.71% | 1.21% | 1.42% | 1.55% | 1.70% | 1.33% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CZMVX vs. SCHD - Drawdown Comparison
The maximum CZMVX drawdown since its inception was -37.42%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CZMVX and SCHD. For additional features, visit the drawdowns tool.
Volatility
CZMVX vs. SCHD - Volatility Comparison
The current volatility for Multi-Manager Value Strategies Fund (CZMVX) is 2.50%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that CZMVX 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.