EMX vs. SCHD

Last updated Apr 2, 2026

Compare and contrast key facts about EMX Royalty Corporation (EMX) 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

EMX vs. SCHD - Performance Comparison

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

EMX vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EMX EMX Royalty Corporation	0.00%	140.46%	6.79%	-14.29%	-16.74%	-32.24%	104.07%	45.27%	35.95%	-20.08%
SCHD Schwab U.S. Dividend Equity ETF	12.17%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	20.85%

Returns By Period

EMX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 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

EMX vs. SCHD — Risk / Return Rank

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

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.

EMX vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EMX Royalty Corporation (EMX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	EMX	SCHD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.88	—
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	—	0.84	—

Correlation

The correlation between EMX and SCHD is 0.13, 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

EMX vs. SCHD - Dividend Comparison

EMX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.46%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EMX EMX Royalty Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	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

Drawdown Indicators

	EMX	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.37%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.74%	—
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	—	-3.43%	—
Average Drawdown Average peak-to-trough decline	—	-3.34%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.75%	—

Volatility

Volatility by Period

	EMX	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.69%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	14.40%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.70%	—