DIVS vs. SCHD
Compare and contrast key facts about SmartETFs Dividend Builder ETF (DIVS) and Schwab US Dividend Equity ETF (SCHD).
DIVS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVS is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Mar 29, 2021. 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: DIVS or SCHD.
Key characteristics
| DIVS | SCHD | |
|---|---|---|
| YTD Return | 2.35% | 2.29% |
| 1Y Return | 8.10% | 13.67% |
| 3Y Return (Ann) | 3.87% | 4.36% |
| 5Y Return (Ann) | 2.02% | 11.21% |
| 10Y Return (Ann) | 1.01% | 11.00% |
| Sharpe Ratio | 0.85 | 1.11 |
| Daily Std Dev | 9.57% | 11.38% |
| Max Drawdown | -20.71% | -33.37% |
| Current Drawdown | -3.84% | -4.17% |
Correlation
The correlation between DIVS and SCHD is 0.41, 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
DIVS vs. SCHD - Performance Comparison
The year-to-date returns for both stocks are quite close, with DIVS having a 2.35% return and SCHD slightly lower at 2.29%. Over the past 10 years, DIVS has underperformed SCHD with an annualized return of 1.01%, while SCHD has yielded a comparatively higher 11.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DIVS vs. SCHD - Expense Ratio Comparison
DIVS has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DIVS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) 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
DIVS vs. SCHD - Dividend Comparison
DIVS's dividend yield for the trailing twelve months is around 3.04%, less than SCHD's 3.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVS SmartETFs Dividend Builder ETF | 3.04% | 3.14% | 5.93% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.46% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
DIVS vs. SCHD - Drawdown Comparison
The maximum DIVS drawdown since its inception was -20.71%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIVS and SCHD. For additional features, visit the drawdowns tool.
Volatility
DIVS vs. SCHD - Volatility Comparison
The current volatility for SmartETFs Dividend Builder ETF (DIVS) is 2.69%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.59%. This indicates that DIVS 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.