GERN vs. SCHD
Compare and contrast key facts about Geron Corporation (GERN) and Schwab US Dividend Equity ETF (SCHD).
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: GERN or SCHD.
Correlation
The correlation between GERN and SCHD is 0.26, 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
GERN vs. SCHD - Performance Comparison
Key characteristics
GERN:
0.70
SCHD:
1.07
GERN:
2.59
SCHD:
1.59
GERN:
1.30
SCHD:
1.19
GERN:
0.80
SCHD:
1.51
GERN:
5.34
SCHD:
4.70
GERN:
14.54%
SCHD:
2.56%
GERN:
110.27%
SCHD:
11.26%
GERN:
-98.65%
SCHD:
-33.37%
GERN:
-94.59%
SCHD:
-6.21%
Returns By Period
In the year-to-date period, GERN achieves a 0.85% return, which is significantly higher than SCHD's 0.44% return. Over the past 10 years, GERN has underperformed SCHD with an annualized return of 1.36%, while SCHD has yielded a comparatively higher 11.33% annualized return.
GERN
0.85%
-10.75%
-21.19%
70.81%
22.43%
1.36%
SCHD
0.44%
-4.30%
8.84%
12.16%
11.25%
11.33%
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Risk-Adjusted Performance
GERN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Geron Corporation (GERN) 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
GERN vs. SCHD - Dividend Comparison
GERN has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.63%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERN Geron Corporation | 0.00% | 0.00% | 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 | 3.63% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GERN vs. SCHD - Drawdown Comparison
The maximum GERN drawdown since its inception was -98.65%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GERN and SCHD. For additional features, visit the drawdowns tool.
Volatility
GERN vs. SCHD - Volatility Comparison
Geron Corporation (GERN) has a higher volatility of 10.75% compared to Schwab US Dividend Equity ETF (SCHD) at 3.62%. This indicates that GERN's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.