INCO vs. SCHD
Compare and contrast key facts about Columbia India Consumer ETF (INCO) and Schwab US Dividend Equity ETF (SCHD).
INCO and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INCO is a passively managed fund by Ameriprise Financial that tracks the performance of the Indxx India Consumer Index. It was launched on Aug 10, 2011. 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 INCO 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: INCO or SCHD.
Key characteristics
| INCO | SCHD | |
|---|---|---|
| YTD Return | 11.62% | 6.10% |
| 1Y Return | 41.01% | 20.12% |
| 3Y Return (Ann) | 16.37% | 4.70% |
| 5Y Return (Ann) | 15.21% | 12.87% |
| 10Y Return (Ann) | 12.13% | 11.39% |
| Sharpe Ratio | 3.28 | 1.64 |
| Daily Std Dev | 12.19% | 11.22% |
| Max Drawdown | -47.69% | -33.37% |
| Current Drawdown | -0.17% | -0.60% |
Correlation
The correlation between INCO and SCHD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INCO vs. SCHD - Performance Comparison
In the year-to-date period, INCO achieves a 11.62% return, which is significantly higher than SCHD's 6.10% return. Over the past 10 years, INCO has outperformed SCHD with an annualized return of 12.13%, while SCHD has yielded a comparatively lower 11.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INCO vs. SCHD - Expense Ratio Comparison
INCO has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
INCO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia India Consumer ETF (INCO) 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
INCO vs. SCHD - Dividend Comparison
INCO's dividend yield for the trailing twelve months is around 3.42%, more than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INCO Columbia India Consumer ETF | 3.42% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% | 0.08% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.33% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
INCO vs. SCHD - Drawdown Comparison
The maximum INCO drawdown since its inception was -47.69%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for INCO and SCHD. For additional features, visit the drawdowns tool.
Volatility
INCO vs. SCHD - Volatility Comparison
The current volatility for Columbia India Consumer ETF (INCO) is 2.20%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 2.48%. This indicates that INCO 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.