FUSI vs. SCHD
Compare and contrast key facts about American Century Multisector Floating Income ETF (FUSI) and Schwab US Dividend Equity ETF (SCHD).
FUSI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUSI is an actively managed fund by American Century. It was launched on Mar 14, 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: FUSI or SCHD.
Key characteristics
| FUSI | SCHD | |
|---|---|---|
| YTD Return | 4.86% | 12.50% |
| 1Y Return | 6.90% | 18.58% |
| Sharpe Ratio | 5.58 | 1.57 |
| Daily Std Dev | 1.24% | 11.80% |
| Max Drawdown | -0.44% | -33.37% |
| Current Drawdown | 0.00% | -0.52% |
Correlation
The correlation between FUSI and SCHD is 0.03, 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
FUSI vs. SCHD - Performance Comparison
In the year-to-date period, FUSI achieves a 4.86% return, which is significantly lower than SCHD's 12.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FUSI vs. SCHD - Expense Ratio Comparison
FUSI has a 0.28% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FUSI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Multisector Floating Income ETF (FUSI) 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
FUSI vs. SCHD - Dividend Comparison
FUSI's dividend yield for the trailing twelve months is around 6.20%, more than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSI American Century Multisector Floating Income ETF | 6.20% | 4.97% | 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 | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FUSI vs. SCHD - Drawdown Comparison
The maximum FUSI drawdown since its inception was -0.44%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FUSI and SCHD. For additional features, visit the drawdowns tool.
Volatility
FUSI vs. SCHD - Volatility Comparison
The current volatility for American Century Multisector Floating Income ETF (FUSI) is 0.68%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.13%. This indicates that FUSI 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.