HSUN vs. SCHD
Compare and contrast key facts about Hartford Sustainable Income ETF (HSUN) and Schwab US Dividend Equity ETF (SCHD).
HSUN and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HSUN is an actively managed fund by Hartford. It was launched on Sep 21, 2021. 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: HSUN or SCHD.
Correlation
The correlation between HSUN 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
HSUN vs. SCHD - Performance Comparison
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Key characteristics
HSUN:
1.86
SCHD:
0.24
HSUN:
2.63
SCHD:
0.53
HSUN:
1.38
SCHD:
1.07
HSUN:
1.76
SCHD:
0.30
HSUN:
7.21
SCHD:
0.98
HSUN:
1.14%
SCHD:
4.99%
HSUN:
4.37%
SCHD:
16.27%
HSUN:
-19.34%
SCHD:
-33.37%
HSUN:
-1.61%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, HSUN achieves a 1.34% return, which is significantly higher than SCHD's -2.39% return.
HSUN
1.34%
2.89%
1.58%
8.19%
N/A
N/A
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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HSUN vs. SCHD - Expense Ratio Comparison
HSUN has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
HSUN vs. SCHD — Risk-Adjusted Performance Rank
HSUN
SCHD
HSUN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Sustainable Income ETF (HSUN) 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
HSUN vs. SCHD - Dividend Comparison
HSUN's dividend yield for the trailing twelve months is around 6.66%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSUN Hartford Sustainable Income ETF | 6.66% | 6.51% | 5.76% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
HSUN vs. SCHD - Drawdown Comparison
The maximum HSUN drawdown since its inception was -19.34%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for HSUN and SCHD. For additional features, visit the drawdowns tool.
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Volatility
HSUN vs. SCHD - Volatility Comparison
The current volatility for Hartford Sustainable Income ETF (HSUN) is 1.67%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.93%. This indicates that HSUN 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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