GURIX vs. SCHD
Compare and contrast key facts about Guggenheim Risk Managed Real Estate Fund (GURIX) and Schwab US Dividend Equity ETF (SCHD).
GURIX is managed by Blackrock. It was launched on Mar 28, 2014. 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: GURIX or SCHD.
Correlation
The correlation between GURIX and SCHD is 0.59, 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
GURIX vs. SCHD - Performance Comparison
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Key characteristics
GURIX:
0.48
SCHD:
0.22
GURIX:
0.77
SCHD:
0.38
GURIX:
1.10
SCHD:
1.05
GURIX:
0.31
SCHD:
0.19
GURIX:
1.31
SCHD:
0.60
GURIX:
6.15%
SCHD:
5.17%
GURIX:
16.55%
SCHD:
16.37%
GURIX:
-35.70%
SCHD:
-33.37%
GURIX:
-16.67%
SCHD:
-8.68%
Returns By Period
In the year-to-date period, GURIX achieves a 1.70% return, which is significantly higher than SCHD's -2.20% return. Over the past 10 years, GURIX has underperformed SCHD with an annualized return of 2.87%, while SCHD has yielded a comparatively higher 10.61% annualized return.
GURIX
1.70%
4.52%
-4.56%
7.96%
1.47%
5.38%
2.87%
SCHD
-2.20%
4.17%
-5.84%
3.53%
5.88%
13.30%
10.61%
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GURIX vs. SCHD - Expense Ratio Comparison
GURIX has a 1.10% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
GURIX vs. SCHD — Risk-Adjusted Performance Rank
GURIX
SCHD
GURIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Risk Managed Real Estate Fund (GURIX) 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
GURIX vs. SCHD - Dividend Comparison
GURIX's dividend yield for the trailing twelve months is around 4.78%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURIX Guggenheim Risk Managed Real Estate Fund | 4.78% | 5.18% | 3.06% | 2.42% | 1.43% | 2.16% | 2.30% | 2.11% | 1.85% | 2.01% | 2.76% | 0.45% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
GURIX vs. SCHD - Drawdown Comparison
The maximum GURIX drawdown since its inception was -35.70%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GURIX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
GURIX vs. SCHD - Volatility Comparison
The current volatility for Guggenheim Risk Managed Real Estate Fund (GURIX) is 3.78%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.50%. This indicates that GURIX 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.
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