DFS vs. SCHW
Compare and contrast key facts about Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFS or SCHW.
Correlation
The correlation between DFS and SCHW is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFS vs. SCHW - Performance Comparison
Key characteristics
DFS:
1.70
SCHW:
0.48
DFS:
2.72
SCHW:
0.82
DFS:
1.36
SCHW:
1.12
DFS:
2.66
SCHW:
0.37
DFS:
12.45
SCHW:
1.18
DFS:
5.16%
SCHW:
10.50%
DFS:
37.84%
SCHW:
25.76%
DFS:
-81.74%
SCHW:
-86.79%
DFS:
-5.21%
SCHW:
-18.83%
Fundamentals
DFS:
$43.66B
SCHW:
$140.51B
DFS:
$12.42
SCHW:
$2.56
DFS:
14.00
SCHW:
29.98
DFS:
4.41
SCHW:
1.24
DFS:
$23.16B
SCHW:
$19.48B
DFS:
$23.16B
SCHW:
$11.11B
DFS:
$4.04B
SCHW:
$8.20B
Returns By Period
In the year-to-date period, DFS achieves a 57.26% return, which is significantly higher than SCHW's 9.61% return. Over the past 10 years, DFS has outperformed SCHW with an annualized return of 12.58%, while SCHW has yielded a comparatively lower 10.61% annualized return.
DFS
57.26%
0.63%
37.66%
59.01%
17.61%
12.58%
SCHW
9.61%
-7.64%
2.08%
10.61%
10.66%
10.61%
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Risk-Adjusted Performance
DFS vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW). 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
DFS vs. SCHW - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 1.62%, more than SCHW's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFS Discover Financial Services | 1.62% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
SCHW The Charles Schwab Corporation | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
Drawdowns
DFS vs. SCHW - Drawdown Comparison
The maximum DFS drawdown since its inception was -81.74%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for DFS and SCHW. For additional features, visit the drawdowns tool.
Volatility
DFS vs. SCHW - Volatility Comparison
Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW) have volatilities of 6.71% and 6.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DFS vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Discover Financial Services and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities