Correlation
The correlation between FDVL and SCHD is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FDVL vs. SCHD
Compare and contrast key facts about Foundations Dynamic Value ETF (FDVL) and Schwab US Dividend Equity ETF (SCHD).
FDVL and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDVL is an actively managed fund by Foundations. It was launched on Oct 2, 2023. 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: FDVL or SCHD.
Performance
FDVL vs. SCHD - Performance Comparison
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Key characteristics
FDVL:
0.61
SCHD:
0.35
FDVL:
0.73
SCHD:
0.56
FDVL:
1.10
SCHD:
1.07
FDVL:
0.42
SCHD:
0.33
FDVL:
1.41
SCHD:
0.99
FDVL:
4.94%
SCHD:
5.36%
FDVL:
16.19%
SCHD:
16.40%
FDVL:
-16.37%
SCHD:
-33.37%
FDVL:
-6.37%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, FDVL achieves a 0.47% return, which is significantly higher than SCHD's -3.35% return.
FDVL
0.47%
3.22%
-6.37%
9.69%
N/A
N/A
N/A
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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FDVL vs. SCHD - Expense Ratio Comparison
FDVL has a 0.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDVL vs. SCHD — Risk-Adjusted Performance Rank
FDVL
SCHD
FDVL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Value ETF (FDVL) 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.
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Dividends
FDVL vs. SCHD - Dividend Comparison
FDVL's dividend yield for the trailing twelve months is around 21.80%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVL Foundations Dynamic Value ETF | 21.80% | 21.91% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FDVL vs. SCHD - Drawdown Comparison
The maximum FDVL drawdown since its inception was -16.37%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDVL and SCHD.
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Volatility
FDVL vs. SCHD - Volatility Comparison
The current volatility for Foundations Dynamic Value ETF (FDVL) is 4.02%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that FDVL 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.
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