DEF vs. SCHD
Compare and contrast key facts about Invesco Defensive Equity ETF (DEF) and Schwab US Dividend Equity ETF (SCHD).
DEF and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DEF is a passively managed fund by Invesco that tracks the performance of the Invesco Defensive Equity Index. It was launched on Dec 15, 2006. 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 DEF 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: DEF or SCHD.
Performance
DEF vs. SCHD - Performance Comparison
Returns By Period
DEF
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
16.58%
-0.07%
10.53%
26.04%
12.78%
11.44%
Key characteristics
| DEF | SCHD |
|---|
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DEF vs. SCHD - Expense Ratio Comparison
DEF has a 0.53% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between DEF and SCHD is 0.80, 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.
Risk-Adjusted Performance
DEF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Defensive Equity ETF (DEF) 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
DEF vs. SCHD - Dividend Comparison
DEF has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEF Invesco Defensive Equity ETF | 1.59% | 1.60% | 1.48% | 1.06% | 1.34% | 1.16% | 1.39% | 0.16% | 0.34% | 0.31% | 2.55% | 2.30% |
SCHD Schwab US Dividend Equity ETF | 3.39% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
DEF vs. SCHD - Drawdown Comparison
Volatility
DEF vs. SCHD - Volatility Comparison
The current volatility for Invesco Defensive Equity ETF (DEF) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.60%. This indicates that DEF 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.