EXEL vs. SCHD
Compare and contrast key facts about Exelixis, Inc. (EXEL) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXEL or SCHD.
Correlation
The correlation between EXEL and SCHD is 0.32, 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.
Performance
EXEL vs. SCHD - Performance Comparison
Key characteristics
EXEL:
2.20
SCHD:
1.20
EXEL:
3.18
SCHD:
1.77
EXEL:
1.44
SCHD:
1.21
EXEL:
1.24
SCHD:
1.72
EXEL:
12.00
SCHD:
4.44
EXEL:
6.08%
SCHD:
3.08%
EXEL:
33.22%
SCHD:
11.40%
EXEL:
-97.38%
SCHD:
-33.37%
EXEL:
-28.93%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, EXEL achieves a 5.11% return, which is significantly higher than SCHD's 1.72% return. Over the past 10 years, EXEL has outperformed SCHD with an annualized return of 29.41%, while SCHD has yielded a comparatively lower 11.01% annualized return.
EXEL
5.11%
-6.09%
32.83%
69.99%
11.03%
29.41%
SCHD
1.72%
-0.11%
3.59%
11.95%
11.08%
11.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EXEL vs. SCHD — Risk-Adjusted Performance Rank
EXEL
SCHD
EXEL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exelixis, Inc. (EXEL) 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
EXEL vs. SCHD - Dividend Comparison
EXEL has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXEL Exelixis, Inc. | 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 US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
EXEL vs. SCHD - Drawdown Comparison
The maximum EXEL drawdown since its inception was -97.38%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for EXEL and SCHD. For additional features, visit the drawdowns tool.
Volatility
EXEL vs. SCHD - Volatility Comparison
Exelixis, Inc. (EXEL) has a higher volatility of 14.05% compared to Schwab US Dividend Equity ETF (SCHD) at 3.23%. This indicates that EXEL'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.