GIAX vs. SCHD
Compare and contrast key facts about Nicholas Global Equity and Income ETF (GIAX) and Schwab US Dividend Equity ETF (SCHD).
GIAX and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GIAX is an actively managed fund by Nicholas Wealth Management. It was launched on Jul 29, 2024. 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: GIAX or SCHD.
Correlation
The correlation between GIAX and SCHD is 0.60, 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
GIAX vs. SCHD - Performance Comparison
Key characteristics
GIAX:
21.89%
SCHD:
15.99%
GIAX:
-20.38%
SCHD:
-33.37%
GIAX:
-10.33%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, GIAX achieves a -6.22% return, which is significantly lower than SCHD's -5.04% return.
GIAX
-6.22%
-3.87%
-6.50%
N/A
N/A
N/A
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GIAX vs. SCHD - Expense Ratio Comparison
GIAX has a 0.97% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
GIAX vs. SCHD — Risk-Adjusted Performance Rank
GIAX
SCHD
GIAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nicholas Global Equity and Income ETF (GIAX) 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.
Not enough dataDividends
GIAX vs. SCHD - Dividend Comparison
GIAX's dividend yield for the trailing twelve months is around 18.66%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIAX Nicholas Global Equity and Income ETF | 18.66% | 10.58% | 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 | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GIAX vs. SCHD - Drawdown Comparison
The maximum GIAX drawdown since its inception was -20.38%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GIAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
GIAX vs. SCHD - Volatility Comparison
Nicholas Global Equity and Income ETF (GIAX) has a higher volatility of 14.20% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that GIAX'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.