INSM vs. SCHD
Compare and contrast key facts about Insmed Incorporated (INSM) and Schwab US Dividend Equity ETF (SCHD).
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: INSM or SCHD.
Correlation
The correlation between INSM and SCHD is 0.30, 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
INSM vs. SCHD - Performance Comparison
Key characteristics
INSM:
1.46
SCHD:
1.06
INSM:
5.88
SCHD:
1.57
INSM:
1.69
SCHD:
1.19
INSM:
2.07
SCHD:
1.52
INSM:
21.36
SCHD:
4.12
INSM:
8.61%
SCHD:
2.94%
INSM:
125.87%
SCHD:
11.44%
INSM:
-98.65%
SCHD:
-33.37%
INSM:
-58.46%
SCHD:
-5.12%
Returns By Period
In the year-to-date period, INSM achieves a 17.34% return, which is significantly higher than SCHD's 1.61% return. Over the past 10 years, INSM has outperformed SCHD with an annualized return of 17.99%, while SCHD has yielded a comparatively lower 11.19% annualized return.
INSM
17.34%
15.96%
11.46%
186.46%
19.60%
17.99%
SCHD
1.61%
1.17%
6.84%
13.09%
11.02%
11.19%
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Risk-Adjusted Performance
INSM vs. SCHD — Risk-Adjusted Performance Rank
INSM
SCHD
INSM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Insmed Incorporated (INSM) 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
INSM vs. SCHD - Dividend Comparison
INSM has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INSM Insmed Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.62% |
Drawdowns
INSM vs. SCHD - Drawdown Comparison
The maximum INSM drawdown since its inception was -98.65%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for INSM and SCHD. For additional features, visit the drawdowns tool.
Volatility
INSM vs. SCHD - Volatility Comparison
Insmed Incorporated (INSM) has a higher volatility of 11.67% compared to Schwab US Dividend Equity ETF (SCHD) at 3.49%. This indicates that INSM's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.