DVRUX vs. SCHD
Compare and contrast key facts about UBS US Dividend Ruler Fund (DVRUX) and Schwab US Dividend Equity ETF (SCHD).
DVRUX is managed by UBS Asset Management. It was launched on Jul 8, 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: DVRUX or SCHD.
Correlation
The correlation between DVRUX and SCHD is 0.84, 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
DVRUX vs. SCHD - Performance Comparison
Key characteristics
DVRUX:
1.40
SCHD:
1.23
DVRUX:
1.87
SCHD:
1.82
DVRUX:
1.26
SCHD:
1.21
DVRUX:
2.39
SCHD:
1.76
DVRUX:
6.99
SCHD:
4.54
DVRUX:
2.52%
SCHD:
3.09%
DVRUX:
12.60%
SCHD:
11.39%
DVRUX:
-19.06%
SCHD:
-33.37%
DVRUX:
-1.31%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, DVRUX achieves a 5.26% return, which is significantly higher than SCHD's 2.45% return.
DVRUX
5.26%
2.85%
5.95%
18.13%
N/A
N/A
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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DVRUX vs. SCHD - Expense Ratio Comparison
DVRUX has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DVRUX vs. SCHD — Risk-Adjusted Performance Rank
DVRUX
SCHD
DVRUX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Dividend Ruler Fund (DVRUX) 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
DVRUX vs. SCHD - Dividend Comparison
DVRUX's dividend yield for the trailing twelve months is around 1.38%, less than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVRUX UBS US Dividend Ruler Fund | 1.38% | 1.45% | 2.19% | 1.26% | 1.20% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DVRUX vs. SCHD - Drawdown Comparison
The maximum DVRUX drawdown since its inception was -19.06%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DVRUX and SCHD. For additional features, visit the drawdowns tool.
Volatility
DVRUX vs. SCHD - Volatility Comparison
UBS US Dividend Ruler Fund (DVRUX) has a higher volatility of 3.65% compared to Schwab US Dividend Equity ETF (SCHD) at 3.26%. This indicates that DVRUX'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.