HERD vs. SCHD
Compare and contrast key facts about Pacer Cash Cows Fund of Funds ETF (HERD) and Schwab US Dividend Equity ETF (SCHD).
HERD and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HERD is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Fund of Funds Index. It was launched on May 3, 2019. 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. Both HERD and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HERD or SCHD.
Correlation
The correlation between HERD and SCHD is 0.36, 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.
Performance
HERD vs. SCHD - Performance Comparison
Key characteristics
HERD:
-0.69
SCHD:
-0.07
HERD:
-0.82
SCHD:
-0.00
HERD:
0.89
SCHD:
1.00
HERD:
-0.71
SCHD:
-0.08
HERD:
-2.95
SCHD:
-0.29
HERD:
3.67%
SCHD:
3.36%
HERD:
15.67%
SCHD:
13.82%
HERD:
-39.41%
SCHD:
-33.37%
HERD:
-15.30%
SCHD:
-12.81%
Returns By Period
In the year-to-date period, HERD achieves a -9.74% return, which is significantly lower than SCHD's -6.63% return.
HERD
-9.74%
-10.00%
-13.82%
-10.09%
15.32%
N/A
SCHD
-6.63%
-9.06%
-8.76%
0.03%
15.34%
10.29%
Compare stocks, funds, or ETFs
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HERD vs. SCHD - Expense Ratio Comparison
HERD has a 0.73% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HERD vs. SCHD — Risk-Adjusted Performance Rank
HERD
SCHD
HERD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Cash Cows Fund of Funds ETF (HERD) 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
HERD vs. SCHD - Dividend Comparison
HERD's dividend yield for the trailing twelve months is around 2.61%, less than SCHD's 4.11% yield.
Drawdowns
HERD vs. SCHD - Drawdown Comparison
The maximum HERD drawdown since its inception was -39.41%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HERD and SCHD. For additional features, visit the drawdowns tool.
Volatility
HERD vs. SCHD - Volatility Comparison
The current volatility for Pacer Cash Cows Fund of Funds ETF (HERD) is NaN%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of NaN%. This indicates that HERD 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.
User Portfolios with HERD or SCHD
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