Correlation
The correlation between SCHD and HAMVX 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.
SCHD vs. HAMVX
Compare and contrast key facts about Schwab US Dividend Equity ETF (SCHD) and Harbor Mid Cap Value Fund (HAMVX).
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. HAMVX is managed by Harbor. It was launched on Mar 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHD or HAMVX.
Performance
SCHD vs. HAMVX - Performance Comparison
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Key characteristics
SCHD:
0.35
HAMVX:
0.02
SCHD:
0.56
HAMVX:
0.20
SCHD:
1.07
HAMVX:
1.03
SCHD:
0.33
HAMVX:
0.03
SCHD:
0.99
HAMVX:
0.09
SCHD:
5.36%
HAMVX:
8.88%
SCHD:
16.40%
HAMVX:
20.43%
SCHD:
-33.37%
HAMVX:
-65.55%
SCHD:
-9.75%
HAMVX:
-12.16%
Returns By Period
In the year-to-date period, SCHD achieves a -3.35% return, which is significantly lower than HAMVX's -0.82% return. Over the past 10 years, SCHD has outperformed HAMVX with an annualized return of 10.58%, while HAMVX has yielded a comparatively lower 3.50% annualized return.
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
HAMVX
-0.82%
5.28%
-11.80%
0.42%
1.73%
12.53%
3.50%
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SCHD vs. HAMVX - Expense Ratio Comparison
SCHD has a 0.06% expense ratio, which is lower than HAMVX's 0.85% expense ratio.
Risk-Adjusted Performance
SCHD vs. HAMVX — Risk-Adjusted Performance Rank
SCHD
HAMVX
SCHD vs. HAMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and Harbor Mid Cap Value Fund (HAMVX). 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
SCHD vs. HAMVX - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 3.97%, less than HAMVX's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
HAMVX Harbor Mid Cap Value Fund | 5.82% | 5.77% | 7.20% | 8.24% | 1.26% | 2.35% | 3.11% | 8.41% | 3.84% | 3.06% | 3.30% | 1.56% |
Drawdowns
SCHD vs. HAMVX - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, smaller than the maximum HAMVX drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for SCHD and HAMVX.
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Volatility
SCHD vs. HAMVX - Volatility Comparison
The current volatility for Schwab US Dividend Equity ETF (SCHD) is 4.90%, while Harbor Mid Cap Value Fund (HAMVX) has a volatility of 5.74%. This indicates that SCHD experiences smaller price fluctuations and is considered to be less risky than HAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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