HCOW vs. SCHD
Compare and contrast key facts about Amplify Cash Flow High Income ETF (HCOW) and Schwab US Dividend Equity ETF (SCHD).
HCOW and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HCOW is an actively managed fund by Amplify. It was launched on Sep 19, 2023. 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: HCOW or SCHD.
Correlation
The correlation between HCOW and SCHD is 0.81, 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.
Performance
HCOW vs. SCHD - Performance Comparison
Key characteristics
HCOW:
0.69
SCHD:
1.23
HCOW:
1.06
SCHD:
1.82
HCOW:
1.12
SCHD:
1.21
HCOW:
1.21
SCHD:
1.76
HCOW:
2.39
SCHD:
4.54
HCOW:
4.31%
SCHD:
3.09%
HCOW:
14.85%
SCHD:
11.39%
HCOW:
-8.49%
SCHD:
-33.37%
HCOW:
-5.60%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, HCOW achieves a 1.26% return, which is significantly lower than SCHD's 2.45% return.
HCOW
1.26%
-1.40%
4.76%
9.91%
N/A
N/A
SCHD
2.45%
0.00%
4.00%
13.13%
11.35%
11.10%
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HCOW vs. SCHD - Expense Ratio Comparison
HCOW has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HCOW vs. SCHD — Risk-Adjusted Performance Rank
HCOW
SCHD
HCOW vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Cash Flow High Income ETF (HCOW) 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
HCOW vs. SCHD - Dividend Comparison
HCOW's dividend yield for the trailing twelve months is around 8.10%, more than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCOW Amplify Cash Flow High Income ETF | 8.10% | 8.13% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HCOW vs. SCHD - Drawdown Comparison
The maximum HCOW drawdown since its inception was -8.49%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HCOW and SCHD. For additional features, visit the drawdowns tool.
Volatility
HCOW vs. SCHD - Volatility Comparison
Amplify Cash Flow High Income ETF (HCOW) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.21% and 3.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.