INCM vs. SCHD
Compare and contrast key facts about Franklin Income Focus ETF (INCM) and Schwab US Dividend Equity ETF (SCHD).
INCM and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 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: INCM or SCHD.
Correlation
The correlation between INCM and SCHD is 0.71, 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
INCM vs. SCHD - Performance Comparison
Key characteristics
INCM:
0.84
SCHD:
0.27
INCM:
1.22
SCHD:
0.48
INCM:
1.18
SCHD:
1.07
INCM:
0.89
SCHD:
0.27
INCM:
4.27
SCHD:
1.05
INCM:
1.63%
SCHD:
4.09%
INCM:
8.27%
SCHD:
15.83%
INCM:
-7.84%
SCHD:
-33.37%
INCM:
-4.87%
SCHD:
-12.33%
Returns By Period
In the year-to-date period, INCM achieves a -0.55% return, which is significantly higher than SCHD's -6.12% return.
INCM
-0.55%
-3.66%
-3.37%
6.84%
N/A
N/A
SCHD
-6.12%
-8.13%
-10.14%
4.46%
12.75%
10.25%
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INCM vs. SCHD - Expense Ratio Comparison
INCM has a 0.38% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
INCM vs. SCHD — Risk-Adjusted Performance Rank
INCM
SCHD
INCM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Focus ETF (INCM) 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
INCM vs. SCHD - Dividend Comparison
INCM's dividend yield for the trailing twelve months is around 5.06%, more than SCHD's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INCM Franklin Income Focus ETF | 5.06% | 5.07% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
INCM vs. SCHD - Drawdown Comparison
The maximum INCM drawdown since its inception was -7.84%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for INCM and SCHD. For additional features, visit the drawdowns tool.
Volatility
INCM vs. SCHD - Volatility Comparison
The current volatility for Franklin Income Focus ETF (INCM) is 6.05%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.02%. This indicates that INCM 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.