GEQYX vs. SCHD
Compare and contrast key facts about GuideStone Funds Equity Index Fund (GEQYX) and Schwab US Dividend Equity ETF (SCHD).
GEQYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. 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: GEQYX or SCHD.
Correlation
The correlation between GEQYX 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
GEQYX vs. SCHD - Performance Comparison
Key characteristics
GEQYX:
1.61
SCHD:
1.23
GEQYX:
2.18
SCHD:
1.82
GEQYX:
1.29
SCHD:
1.21
GEQYX:
2.47
SCHD:
1.76
GEQYX:
8.49
SCHD:
4.54
GEQYX:
2.45%
SCHD:
3.09%
GEQYX:
12.97%
SCHD:
11.39%
GEQYX:
-56.05%
SCHD:
-33.37%
GEQYX:
-1.65%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, GEQYX achieves a 4.03% return, which is significantly higher than SCHD's 2.45% return. Both investments have delivered pretty close results over the past 10 years, with GEQYX having a 11.36% annualized return and SCHD not far behind at 11.10%.
GEQYX
4.03%
1.99%
7.36%
20.67%
11.94%
11.36%
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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GEQYX vs. SCHD - Expense Ratio Comparison
GEQYX has a 0.12% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
GEQYX vs. SCHD — Risk-Adjusted Performance Rank
GEQYX
SCHD
GEQYX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) 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
GEQYX vs. SCHD - Dividend Comparison
GEQYX's dividend yield for the trailing twelve months is around 1.16%, less than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.16% | 1.21% | 1.36% | 1.51% | 1.07% | 1.41% | 1.62% | 1.74% | 1.56% | 2.27% | 2.67% | 4.05% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GEQYX vs. SCHD - Drawdown Comparison
The maximum GEQYX drawdown since its inception was -56.05%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GEQYX and SCHD. For additional features, visit the drawdowns tool.
Volatility
GEQYX vs. SCHD - Volatility Comparison
GuideStone Funds Equity Index Fund (GEQYX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.20% and 3.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.