FYAIX vs. SCHD
Compare and contrast key facts about Access Flex High Yield ProFund (FYAIX) and Schwab US Dividend Equity ETF (SCHD).
FYAIX is managed by ProFunds. It was launched on Dec 17, 2004. 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: FYAIX or SCHD.
Key characteristics
| FYAIX | SCHD | |
|---|---|---|
| YTD Return | 2.15% | 6.10% |
| 1Y Return | 11.01% | 20.12% |
| 3Y Return (Ann) | 1.29% | 4.70% |
| 5Y Return (Ann) | 1.98% | 12.87% |
| 10Y Return (Ann) | 2.99% | 11.39% |
| Sharpe Ratio | 1.44 | 1.64 |
| Daily Std Dev | 7.10% | 11.22% |
| Max Drawdown | -25.94% | -33.37% |
| Current Drawdown | -1.94% | -0.60% |
Correlation
The correlation between FYAIX and SCHD is 0.62, 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.
Performance
FYAIX vs. SCHD - Performance Comparison
In the year-to-date period, FYAIX achieves a 2.15% return, which is significantly lower than SCHD's 6.10% return. Over the past 10 years, FYAIX has underperformed SCHD with an annualized return of 2.99%, while SCHD has yielded a comparatively higher 11.39% annualized 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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FYAIX vs. SCHD - Expense Ratio Comparison
FYAIX has a 1.78% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FYAIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Access Flex High Yield ProFund (FYAIX) 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
FYAIX vs. SCHD - Dividend Comparison
FYAIX's dividend yield for the trailing twelve months is around 7.06%, more than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYAIX Access Flex High Yield ProFund | 7.06% | 4.67% | 3.69% | 2.89% | 2.69% | 4.85% | 2.10% | 4.49% | 2.18% | 9.12% | 0.01% | 6.29% |
SCHD Schwab US Dividend Equity ETF | 3.33% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FYAIX vs. SCHD - Drawdown Comparison
The maximum FYAIX drawdown since its inception was -25.94%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FYAIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FYAIX vs. SCHD - Volatility Comparison
The current volatility for Access Flex High Yield ProFund (FYAIX) is 1.47%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 2.48%. This indicates that FYAIX 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.