ECAT vs. SCHD
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and Schwab US Dividend Equity ETF (SCHD).
ECAT is managed by Blackrock. It was launched on Sep 28, 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: ECAT or SCHD.
Correlation
The correlation between ECAT and SCHD is 0.59, 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
ECAT vs. SCHD - Performance Comparison
Key characteristics
ECAT:
1.47
SCHD:
1.27
ECAT:
1.98
SCHD:
1.87
ECAT:
1.26
SCHD:
1.22
ECAT:
2.29
SCHD:
1.82
ECAT:
7.19
SCHD:
4.66
ECAT:
2.89%
SCHD:
3.11%
ECAT:
14.19%
SCHD:
11.39%
ECAT:
-32.23%
SCHD:
-33.37%
ECAT:
-0.37%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, ECAT achieves a 6.08% return, which is significantly higher than SCHD's 3.66% return.
ECAT
6.08%
2.37%
6.27%
20.49%
N/A
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ECAT vs. SCHD - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ECAT vs. SCHD — Risk-Adjusted Performance Rank
ECAT
SCHD
ECAT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) 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
ECAT vs. SCHD - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 18.93%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 18.93% | 17.45% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ECAT vs. SCHD - Drawdown Comparison
The maximum ECAT drawdown since its inception was -32.23%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ECAT and SCHD. For additional features, visit the drawdowns tool.
Volatility
ECAT vs. SCHD - Volatility Comparison
The current volatility for BlackRock ESG Capital Allocation Term Trust (ECAT) is 3.08%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that ECAT 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.