HIDV vs. SCHD
Compare and contrast key facts about AB US High Dividend ETF (HIDV) and Schwab US Dividend Equity ETF (SCHD).
HIDV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HIDV is an actively managed fund by AB Funds. It was launched on Mar 21, 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: HIDV or SCHD.
Correlation
The correlation between HIDV and SCHD is 0.76, 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
HIDV vs. SCHD - Performance Comparison
Key characteristics
HIDV:
2.08
SCHD:
1.23
HIDV:
2.77
SCHD:
1.82
HIDV:
1.39
SCHD:
1.21
HIDV:
3.38
SCHD:
1.76
HIDV:
12.92
SCHD:
4.51
HIDV:
1.92%
SCHD:
3.11%
HIDV:
11.98%
SCHD:
11.39%
HIDV:
-10.01%
SCHD:
-33.37%
HIDV:
-1.60%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, HIDV achieves a 2.05% return, which is significantly lower than SCHD's 3.26% return.
HIDV
2.05%
-0.66%
5.60%
22.42%
N/A
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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HIDV vs. SCHD - Expense Ratio Comparison
HIDV has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HIDV vs. SCHD — Risk-Adjusted Performance Rank
HIDV
SCHD
HIDV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB US High Dividend ETF (HIDV) 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
HIDV vs. SCHD - Dividend Comparison
HIDV's dividend yield for the trailing twelve months is around 2.25%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIDV AB US High Dividend ETF | 2.25% | 2.30% | 2.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
HIDV vs. SCHD - Drawdown Comparison
The maximum HIDV drawdown since its inception was -10.01%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HIDV and SCHD. For additional features, visit the drawdowns tool.
Volatility
HIDV vs. SCHD - Volatility Comparison
AB US High Dividend ETF (HIDV) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.16% and 3.10%, 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.