DIVL vs. SCHD
Compare and contrast key facts about Madison Dividend Value ETF (DIVL) and Schwab US Dividend Equity ETF (SCHD).
DIVL and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVL is an actively managed fund by Madison. It was launched on Aug 14, 2023. 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: DIVL or SCHD.
Correlation
The correlation between DIVL and SCHD is 0.91, 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
DIVL vs. SCHD - Performance Comparison
Key characteristics
DIVL:
1.00
SCHD:
1.11
DIVL:
1.43
SCHD:
1.63
DIVL:
1.18
SCHD:
1.19
DIVL:
1.43
SCHD:
1.58
DIVL:
3.73
SCHD:
4.56
DIVL:
2.88%
SCHD:
2.76%
DIVL:
10.81%
SCHD:
11.39%
DIVL:
-10.06%
SCHD:
-33.37%
DIVL:
-5.82%
SCHD:
-5.94%
Returns By Period
In the year-to-date period, DIVL achieves a 1.15% return, which is significantly higher than SCHD's 0.73% return.
DIVL
1.15%
-2.57%
3.28%
10.53%
N/A
N/A
SCHD
0.73%
-2.17%
3.46%
12.27%
10.85%
11.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIVL vs. SCHD - Expense Ratio Comparison
DIVL has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DIVL vs. SCHD — Risk-Adjusted Performance Rank
DIVL
SCHD
DIVL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Dividend Value ETF (DIVL) 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
DIVL vs. SCHD - Dividend Comparison
DIVL's dividend yield for the trailing twelve months is around 1.82%, less than SCHD's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVL Madison Dividend Value ETF | 1.82% | 1.84% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.62% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DIVL vs. SCHD - Drawdown Comparison
The maximum DIVL drawdown since its inception was -10.06%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIVL and SCHD. For additional features, visit the drawdowns tool.
Volatility
DIVL vs. SCHD - Volatility Comparison
Madison Dividend Value ETF (DIVL) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 4.07% and 4.04%, 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.