EICA vs. SCHD

Last updated Apr 2, 2026

Compare and contrast key facts about Eagle Point Income Company Inc. (EICA) and Schwab U.S. 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.

Performance

EICA vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eagle Point Income Company Inc. (EICA) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

EICA vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EICA Eagle Point Income Company Inc.	2.54%	9.12%	8.10%	2.75%	-2.04%	2.70%
SCHD Schwab U.S. Dividend Equity ETF	12.17%	4.34%	11.66%	4.54%	-3.26%	4.21%

Returns By Period

In the year-to-date period, EICA achieves a 2.54% return, which is significantly lower than SCHD's 12.17% return.

EICA

• 1D: 0.18%
• 1M: 0.83%
• YTD: 2.54%
• 6M: 3.90%
• 1Y: 8.31%
• 3Y*: 7.70%
• 5Y*: —
• 10Y*: —

SCHD

• 1D: -0.55%
• 1M: -3.43%
• YTD: 12.17%
• 6M: 12.91%
• 1Y: 13.70%
• 3Y*: 11.84%
• 5Y*: 8.32%
• 10Y*: 12.25%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EICA vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EICA

EICA Risk / Return Rank: 93
EICA Sharpe Ratio Rank: 89
EICA Sortino Ratio Rank: 90
EICA Omega Ratio Rank: 90
EICA Calmar Ratio Rank: 97
EICA Martin Ratio Rank: 97

SCHD

SCHD Risk / Return Rank: 43
SCHD Sharpe Ratio Rank: 46
SCHD Sortino Ratio Rank: 46
SCHD Omega Ratio Rank: 46
SCHD Calmar Ratio Rank: 39
SCHD Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EICA vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eagle Point Income Company Inc. (EICA) and Schwab U.S. 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.

	EICA	SCHD	Difference
Sharpe ratio Return per unit of total volatility	1.92	0.88	+1.05
Sortino ratio Return per unit of downside risk	2.95	1.32	+1.63
Omega ratio Gain probability vs. loss probability	1.40	1.19	+0.22
Calmar ratio Return relative to maximum drawdown	7.37	1.05	+6.33
Martin ratio Return relative to average drawdown	21.66	3.55	+18.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EICA vs. SCHD - Sharpe Ratio Comparison

The current EICA Sharpe Ratio is 1.92, which is higher than the SCHD Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of EICA and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EICA	SCHD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.92	0.88	+1.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.58	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.84	-0.27

Correlation

The correlation between EICA and SCHD is 0.07, 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.

Dividends

EICA vs. SCHD - Dividend Comparison

EICA's dividend yield for the trailing twelve months is around 5.02%, more than SCHD's 3.46% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EICA Eagle Point Income Company Inc.	5.02%	5.08%	5.27%	5.40%	5.26%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHD Schwab U.S. Dividend Equity ETF	3.46%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Drawdowns

EICA vs. SCHD - Drawdown Comparison

The maximum EICA drawdown since its inception was -13.45%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EICA and SCHD.

Drawdown Indicators

	EICA	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-13.45%	-33.37%	+19.92%
Max Drawdown (1Y) Largest decline over 1 year	-1.10%	-12.74%	+11.64%
Max Drawdown (5Y) Largest decline over 5 years	—	-16.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.37%	—
Current Drawdown Current decline from peak	-0.20%	-3.43%	+3.23%
Average Drawdown Average peak-to-trough decline	-2.02%	-3.34%	+1.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.38%	3.75%	-3.37%

Volatility

EICA vs. SCHD - Volatility Comparison

The current volatility for Eagle Point Income Company Inc. (EICA) is 1.20%, while Schwab U.S. Dividend Equity ETF (SCHD) has a volatility of 2.33%. This indicates that EICA 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.

Volatility by Period

	EICA	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.20%	2.33%	-1.13%
Volatility (6M) Calculated over the trailing 6-month period	2.48%	7.96%	-5.48%
Volatility (1Y) Calculated over the trailing 1-year period	4.35%	15.69%	-11.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.08%	14.40%	-5.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.08%	16.70%	-7.62%