IPDP vs. SCHD
Compare and contrast key facts about Dividend Performers ETF (IPDP) and Schwab US Dividend Equity ETF (SCHD).
IPDP and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IPDP is an actively managed fund by Innovative Portfolios. It was launched on Dec 24, 2018. 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: IPDP or SCHD.
Correlation
The correlation between IPDP and SCHD is 0.85, 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
IPDP vs. SCHD - Performance Comparison
Key characteristics
IPDP:
1.15
SCHD:
1.23
IPDP:
1.64
SCHD:
1.82
IPDP:
1.21
SCHD:
1.21
IPDP:
1.92
SCHD:
1.76
IPDP:
5.42
SCHD:
4.51
IPDP:
3.15%
SCHD:
3.11%
IPDP:
14.81%
SCHD:
11.39%
IPDP:
-31.85%
SCHD:
-33.37%
IPDP:
-4.93%
SCHD:
-3.58%
Returns By Period
The year-to-date returns for both investments are quite close, with IPDP having a 3.14% return and SCHD slightly higher at 3.26%.
IPDP
3.14%
-1.54%
4.84%
15.08%
N/A
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IPDP vs. SCHD - Expense Ratio Comparison
IPDP has a 1.52% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
IPDP vs. SCHD — Risk-Adjusted Performance Rank
IPDP
SCHD
IPDP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) 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
IPDP vs. SCHD - Dividend Comparison
IPDP's dividend yield for the trailing twelve months is around 3.85%, more than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPDP Dividend Performers ETF | 3.85% | 3.97% | 1.88% | 2.85% | 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
IPDP vs. SCHD - Drawdown Comparison
The maximum IPDP drawdown since its inception was -31.85%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IPDP and SCHD. For additional features, visit the drawdowns tool.
Volatility
IPDP vs. SCHD - Volatility Comparison
Dividend Performers ETF (IPDP) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.23% 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.