DNP vs. SCHD
Compare and contrast key facts about DNP Select Income Fund Inc. (DNP) 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: DNP or SCHD.
Key characteristics
DNP | SCHD | |
---|---|---|
YTD Return | 19.93% | 10.65% |
1Y Return | 5.37% | 16.94% |
3Y Return (Ann) | 3.87% | 5.73% |
5Y Return (Ann) | 1.52% | 12.61% |
10Y Return (Ann) | 6.94% | 11.35% |
Sharpe Ratio | 0.31 | 1.36 |
Daily Std Dev | 17.22% | 11.76% |
Max Drawdown | -48.49% | -33.37% |
Current Drawdown | -6.33% | -2.15% |
Correlation
The correlation between DNP and SCHD is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DNP vs. SCHD - Performance Comparison
In the year-to-date period, DNP achieves a 19.93% return, which is significantly higher than SCHD's 10.65% return. Over the past 10 years, DNP has underperformed SCHD with an annualized return of 6.94%, while SCHD has yielded a comparatively higher 11.35% 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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Risk-Adjusted Performance
DNP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DNP Select Income Fund Inc. (DNP) 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
DNP vs. SCHD - Dividend Comparison
DNP's dividend yield for the trailing twelve months is around 8.13%, more than SCHD's 3.42% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DNP DNP Select Income Fund Inc. | 8.13% | 9.20% | 6.93% | 7.18% | 7.60% | 5.79% | 7.50% | 7.22% | 7.62% | 8.71% | 7.39% | 8.28% |
SCHD Schwab US Dividend Equity ETF | 3.42% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
DNP vs. SCHD - Drawdown Comparison
The maximum DNP drawdown since its inception was -48.49%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DNP and SCHD. For additional features, visit the drawdowns tool.
Volatility
DNP vs. SCHD - Volatility Comparison
DNP Select Income Fund Inc. (DNP) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.26% and 3.31%, 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.