Correlation
The correlation between GMRE and SCHD is 0.38, 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.
GMRE vs. SCHD
Compare and contrast key facts about Global Medical REIT Inc. (GMRE) 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: GMRE or SCHD.
Performance
GMRE vs. SCHD - Performance Comparison
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Key characteristics
GMRE:
-0.74
SCHD:
0.21
GMRE:
-0.98
SCHD:
0.24
GMRE:
0.87
SCHD:
1.03
GMRE:
-0.42
SCHD:
0.09
GMRE:
-1.73
SCHD:
0.29
GMRE:
13.38%
SCHD:
5.24%
GMRE:
28.81%
SCHD:
16.46%
GMRE:
-58.92%
SCHD:
-33.37%
GMRE:
-55.25%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, GMRE achieves a -17.70% return, which is significantly lower than SCHD's -4.38% return.
GMRE
-17.70%
-19.17%
-24.99%
-23.39%
-13.64%
-3.92%
N/A
SCHD
-4.38%
0.70%
-10.16%
3.27%
4.44%
12.77%
10.46%
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Risk-Adjusted Performance
GMRE vs. SCHD — Risk-Adjusted Performance Rank
GMRE
SCHD
GMRE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global Medical REIT Inc. (GMRE) 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.
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Dividends
GMRE vs. SCHD - Dividend Comparison
GMRE's dividend yield for the trailing twelve months is around 13.55%, more than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMRE Global Medical REIT Inc. | 13.55% | 10.88% | 7.57% | 8.86% | 4.62% | 6.13% | 6.05% | 9.00% | 9.76% | 4.48% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GMRE vs. SCHD - Drawdown Comparison
The maximum GMRE drawdown since its inception was -58.92%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GMRE and SCHD.
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Volatility
GMRE vs. SCHD - Volatility Comparison
Global Medical REIT Inc. (GMRE) has a higher volatility of 12.15% compared to Schwab US Dividend Equity ETF (SCHD) at 4.60%. This indicates that GMRE'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.
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