DIR-UN.TO vs. SCHD
Compare and contrast key facts about Dream Industrial Real Estate Investment Trust (DIR-UN.TO) and Schwab US Dividend Equity ETF (SCHD).
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: DIR-UN.TO or SCHD.
Correlation
The correlation between DIR-UN.TO and SCHD is 0.43, 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
DIR-UN.TO vs. SCHD - Performance Comparison
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Key characteristics
DIR-UN.TO:
-0.53
SCHD:
0.13
DIR-UN.TO:
-0.68
SCHD:
0.24
DIR-UN.TO:
0.92
SCHD:
1.03
DIR-UN.TO:
-0.40
SCHD:
0.09
DIR-UN.TO:
-0.91
SCHD:
0.29
DIR-UN.TO:
14.41%
SCHD:
5.21%
DIR-UN.TO:
23.11%
SCHD:
16.46%
DIR-UN.TO:
-51.02%
SCHD:
-33.37%
DIR-UN.TO:
-26.49%
SCHD:
-10.47%
Returns By Period
In the year-to-date period, DIR-UN.TO achieves a -8.33% return, which is significantly lower than SCHD's -4.12% return. Over the past 10 years, DIR-UN.TO has underperformed SCHD with an annualized return of 8.92%, while SCHD has yielded a comparatively higher 10.39% annualized return.
DIR-UN.TO
-8.33%
4.31%
-13.77%
-12.30%
-3.28%
7.14%
8.92%
SCHD
-4.12%
2.04%
-8.77%
2.11%
4.74%
12.83%
10.39%
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Risk-Adjusted Performance
DIR-UN.TO vs. SCHD — Risk-Adjusted Performance Rank
DIR-UN.TO
SCHD
DIR-UN.TO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dream Industrial Real Estate Investment Trust (DIR-UN.TO) 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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Dividends
DIR-UN.TO vs. SCHD - Dividend Comparison
DIR-UN.TO's dividend yield for the trailing twelve months is around 6.79%, more than SCHD's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIR-UN.TO Dream Industrial Real Estate Investment Trust | 6.79% | 6.10% | 5.07% | 5.99% | 4.06% | 5.32% | 5.33% | 7.35% | 7.95% | 8.21% | 9.75% | 8.31% |
SCHD Schwab US Dividend Equity ETF | 4.01% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DIR-UN.TO vs. SCHD - Drawdown Comparison
The maximum DIR-UN.TO drawdown since its inception was -51.02%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIR-UN.TO and SCHD. For additional features, visit the drawdowns tool.
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Volatility
DIR-UN.TO vs. SCHD - Volatility Comparison
Dream Industrial Real Estate Investment Trust (DIR-UN.TO) has a higher volatility of 6.62% compared to Schwab US Dividend Equity ETF (SCHD) at 4.72%. This indicates that DIR-UN.TO'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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