DUSA vs. SCHK
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and Schwab 1000 Index ETF (SCHK).
DUSA and SCHK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUSA is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSA or SCHK.
Correlation
The correlation between DUSA and SCHK is 0.85, 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
DUSA vs. SCHK - Performance Comparison
Key characteristics
DUSA:
1.63
SCHK:
2.04
DUSA:
2.32
SCHK:
2.73
DUSA:
1.29
SCHK:
1.37
DUSA:
2.40
SCHK:
3.10
DUSA:
8.48
SCHK:
12.38
DUSA:
2.85%
SCHK:
2.13%
DUSA:
14.81%
SCHK:
12.90%
DUSA:
-36.71%
SCHK:
-34.80%
DUSA:
-0.37%
SCHK:
-0.07%
Returns By Period
In the year-to-date period, DUSA achieves a 9.17% return, which is significantly higher than SCHK's 4.24% return.
DUSA
9.17%
5.36%
14.89%
21.25%
12.71%
N/A
SCHK
4.24%
2.86%
11.76%
24.16%
15.03%
N/A
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DUSA vs. SCHK - Expense Ratio Comparison
DUSA has a 0.62% expense ratio, which is higher than SCHK's 0.05% expense ratio.
Risk-Adjusted Performance
DUSA vs. SCHK — Risk-Adjusted Performance Rank
DUSA
SCHK
DUSA vs. SCHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and Schwab 1000 Index ETF (SCHK). 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
DUSA vs. SCHK - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 0.78%, less than SCHK's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DUSA Davis Select U.S. Equity ETF | 0.78% | 0.85% | 3.37% | 1.21% | 1.12% | 0.51% | 1.12% | 2.77% | 0.68% |
SCHK Schwab 1000 Index ETF | 1.41% | 1.47% | 2.76% | 2.29% | 1.74% | 2.41% | 2.62% | 2.68% | 0.62% |
Drawdowns
DUSA vs. SCHK - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, which is greater than SCHK's maximum drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for DUSA and SCHK. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. SCHK - Volatility Comparison
Davis Select U.S. Equity ETF (DUSA) and Schwab 1000 Index ETF (SCHK) have volatilities of 3.19% and 3.14%, 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.