Correlation
The correlation between DIVY and SCHD is 0.65, 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.
DIVY vs. SCHD
Compare and contrast key facts about Tidal ETF Trust - Sound Equity Income ETF (DIVY) and Schwab US Dividend Equity ETF (SCHD).
DIVY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVY is an actively managed fund by Sound Income Strategies. It was launched on Dec 30, 2020. 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: DIVY or SCHD.
Performance
DIVY vs. SCHD - Performance Comparison
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Key characteristics
DIVY:
0.04
SCHD:
0.35
DIVY:
0.10
SCHD:
0.56
DIVY:
1.01
SCHD:
1.07
DIVY:
-0.02
SCHD:
0.33
DIVY:
-0.06
SCHD:
0.99
DIVY:
5.23%
SCHD:
5.36%
DIVY:
17.84%
SCHD:
16.40%
DIVY:
-18.23%
SCHD:
-33.37%
DIVY:
-7.74%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, DIVY achieves a -2.07% return, which is significantly higher than SCHD's -3.35% return.
DIVY
-2.07%
3.98%
-7.74%
-1.18%
0.87%
N/A
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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DIVY vs. SCHD - Expense Ratio Comparison
DIVY has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DIVY vs. SCHD — Risk-Adjusted Performance Rank
DIVY
SCHD
DIVY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tidal ETF Trust - Sound Equity Income ETF (DIVY) 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
DIVY vs. SCHD - Dividend Comparison
DIVY's dividend yield for the trailing twelve months is around 4.96%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVY Tidal ETF Trust - Sound Equity Income ETF | 4.96% | 4.77% | 3.69% | 4.60% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DIVY vs. SCHD - Drawdown Comparison
The maximum DIVY drawdown since its inception was -18.23%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIVY and SCHD.
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Volatility
DIVY vs. SCHD - Volatility Comparison
Tidal ETF Trust - Sound Equity Income ETF (DIVY) has a higher volatility of 5.48% compared to Schwab US Dividend Equity ETF (SCHD) at 4.90%. This indicates that DIVY'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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