FDN vs. SCHD
Compare and contrast key facts about First Trust Dow Jones Internet Index (FDN) and Schwab US Dividend Equity ETF (SCHD).
FDN and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDN is a passively managed fund by First Trust that tracks the performance of the Dow Jones Internet Index. It was launched on Jun 23, 2006. 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. Both FDN and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDN or SCHD.
Correlation
The correlation between FDN 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.
Performance
FDN vs. SCHD - Performance Comparison
Key characteristics
FDN:
0.71
SCHD:
0.18
FDN:
1.12
SCHD:
0.35
FDN:
1.16
SCHD:
1.05
FDN:
0.66
SCHD:
0.17
FDN:
2.35
SCHD:
0.60
FDN:
7.68%
SCHD:
4.65%
FDN:
25.21%
SCHD:
15.93%
FDN:
-61.55%
SCHD:
-33.37%
FDN:
-12.07%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, FDN achieves a -3.46% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, FDN has outperformed SCHD with an annualized return of 13.46%, while SCHD has yielded a comparatively lower 10.33% annualized return.
FDN
-3.46%
4.78%
6.96%
19.13%
10.42%
13.46%
SCHD
-5.04%
-7.75%
-7.25%
4.17%
13.28%
10.33%
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FDN vs. SCHD - Expense Ratio Comparison
FDN has a 0.52% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDN vs. SCHD — Risk-Adjusted Performance Rank
FDN
SCHD
FDN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dow Jones Internet Index (FDN) 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
FDN vs. SCHD - Dividend Comparison
FDN has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDN First Trust Dow Jones Internet Index | 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 | 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
FDN vs. SCHD - Drawdown Comparison
The maximum FDN drawdown since its inception was -61.55%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDN and SCHD. For additional features, visit the drawdowns tool.
Volatility
FDN vs. SCHD - Volatility Comparison
First Trust Dow Jones Internet Index (FDN) has a higher volatility of 15.96% compared to Schwab US Dividend Equity ETF (SCHD) at 11.11%. This indicates that FDN'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.