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EQIX vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EQIX and SCHD 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.


-0.50.00.51.0
Correlation: 0.8

Performance

EQIX vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equinix, Inc. (EQIX) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
1,077.19%
369.64%
EQIX
SCHD

Key characteristics

Sharpe Ratio

EQIX:

0.45

SCHD:

0.18

Sortino Ratio

EQIX:

0.85

SCHD:

0.35

Omega Ratio

EQIX:

1.11

SCHD:

1.05

Calmar Ratio

EQIX:

0.50

SCHD:

0.18

Martin Ratio

EQIX:

1.63

SCHD:

0.64

Ulcer Index

EQIX:

7.55%

SCHD:

4.44%

Daily Std Dev

EQIX:

27.55%

SCHD:

15.99%

Max Drawdown

EQIX:

-99.44%

SCHD:

-33.37%

Current Drawdown

EQIX:

-14.47%

SCHD:

-11.47%

Returns By Period

In the year-to-date period, EQIX achieves a -10.65% return, which is significantly lower than SCHD's -5.19% return. Over the past 10 years, EQIX has outperformed SCHD with an annualized return of 15.74%, while SCHD has yielded a comparatively lower 10.28% annualized return.


EQIX

YTD

-10.65%

1M

0.85%

6M

-7.42%

1Y

15.85%

5Y*

6.02%

10Y*

15.74%

SCHD

YTD

-5.19%

1M

-7.66%

6M

-7.13%

1Y

3.11%

5Y*

13.15%

10Y*

10.28%

*Annualized

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Risk-Adjusted Performance

EQIX vs. SCHD — Risk-Adjusted Performance Rank

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

EQIX
The Risk-Adjusted Performance Rank of EQIX is 6767
Overall Rank
The Sharpe Ratio Rank of EQIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of EQIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of EQIX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of EQIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of EQIX is 7070
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 3131
Overall Rank
The Sharpe Ratio Rank of SCHD is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 3030
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2929
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3434
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EQIX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equinix, Inc. (EQIX) 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.


The chart of Sharpe ratio for EQIX, currently valued at 0.45, compared to the broader market-2.00-1.000.001.002.003.00
EQIX: 0.45
SCHD: 0.18
The chart of Sortino ratio for EQIX, currently valued at 0.85, compared to the broader market-6.00-4.00-2.000.002.004.00
EQIX: 0.85
SCHD: 0.35
The chart of Omega ratio for EQIX, currently valued at 1.11, compared to the broader market0.501.001.502.00
EQIX: 1.11
SCHD: 1.05
The chart of Calmar ratio for EQIX, currently valued at 0.50, compared to the broader market0.001.002.003.004.005.00
EQIX: 0.50
SCHD: 0.18
The chart of Martin ratio for EQIX, currently valued at 1.63, compared to the broader market-5.000.005.0010.0015.0020.00
EQIX: 1.63
SCHD: 0.64

The current EQIX Sharpe Ratio is 0.45, which is higher than the SCHD Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of EQIX 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.45
0.18
EQIX
SCHD

Dividends

EQIX vs. SCHD - Dividend Comparison

EQIX's dividend yield for the trailing twelve months is around 2.08%, less than SCHD's 4.05% yield.


TTM20242023202220212020201920182017201620152014
EQIX
Equinix, Inc.
2.08%1.81%1.80%1.89%1.36%1.49%1.69%2.59%1.77%1.96%5.86%3.34%
SCHD
Schwab US Dividend Equity ETF
4.05%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

EQIX vs. SCHD - Drawdown Comparison

The maximum EQIX drawdown since its inception was -99.44%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EQIX and SCHD. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.47%
-11.47%
EQIX
SCHD

Volatility

EQIX vs. SCHD - Volatility Comparison

Equinix, Inc. (EQIX) has a higher volatility of 12.51% compared to Schwab US Dividend Equity ETF (SCHD) at 11.20%. This indicates that EQIX'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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
12.51%
11.20%
EQIX
SCHD