FTRBX vs. SCHD
Compare and contrast key facts about Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Schwab US Dividend Equity ETF (SCHD).
FTRBX is managed by Federated. It was launched on Oct 1, 1996. 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: FTRBX or SCHD.
Correlation
The correlation between FTRBX and SCHD is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTRBX vs. SCHD - Performance Comparison
Key characteristics
FTRBX:
0.92
SCHD:
1.27
FTRBX:
1.37
SCHD:
1.87
FTRBX:
1.16
SCHD:
1.22
FTRBX:
0.36
SCHD:
1.82
FTRBX:
2.31
SCHD:
4.66
FTRBX:
2.03%
SCHD:
3.11%
FTRBX:
5.08%
SCHD:
11.39%
FTRBX:
-18.05%
SCHD:
-33.37%
FTRBX:
-7.54%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, FTRBX achieves a 0.70% return, which is significantly lower than SCHD's 3.66% return. Over the past 10 years, FTRBX has underperformed SCHD with an annualized return of 1.74%, while SCHD has yielded a comparatively higher 11.25% annualized return.
FTRBX
0.70%
0.70%
-0.60%
5.15%
-0.23%
1.74%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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FTRBX vs. SCHD - Expense Ratio Comparison
FTRBX has a 0.39% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FTRBX vs. SCHD — Risk-Adjusted Performance Rank
FTRBX
SCHD
FTRBX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) 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
FTRBX vs. SCHD - Dividend Comparison
FTRBX's dividend yield for the trailing twelve months is around 4.50%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | 4.50% | 4.47% | 3.84% | 3.24% | 2.87% | 2.78% | 3.39% | 3.49% | 3.21% | 3.47% | 3.52% | 3.75% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FTRBX vs. SCHD - Drawdown Comparison
The maximum FTRBX drawdown since its inception was -18.05%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FTRBX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FTRBX vs. SCHD - Volatility Comparison
The current volatility for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) is 1.26%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that FTRBX 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.