IPHYX vs. SCHD
Compare and contrast key facts about Voya High Yield Portfolio (IPHYX) and Schwab US Dividend Equity ETF (SCHD).
IPHYX is managed by Voya. It was launched on May 3, 2004. 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: IPHYX or SCHD.
Correlation
The correlation between IPHYX and SCHD is 0.43, 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
IPHYX vs. SCHD - Performance Comparison
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Key characteristics
IPHYX:
2.25
SCHD:
0.24
IPHYX:
3.32
SCHD:
0.53
IPHYX:
1.53
SCHD:
1.07
IPHYX:
2.60
SCHD:
0.30
IPHYX:
11.32
SCHD:
0.98
IPHYX:
0.72%
SCHD:
4.99%
IPHYX:
3.63%
SCHD:
16.27%
IPHYX:
-32.44%
SCHD:
-33.37%
IPHYX:
0.00%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, IPHYX achieves a 1.89% return, which is significantly higher than SCHD's -2.39% return. Over the past 10 years, IPHYX has underperformed SCHD with an annualized return of 4.32%, while SCHD has yielded a comparatively higher 10.55% annualized return.
IPHYX
1.89%
2.95%
1.93%
8.14%
5.40%
4.32%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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IPHYX vs. SCHD - Expense Ratio Comparison
IPHYX has a 0.73% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
IPHYX vs. SCHD — Risk-Adjusted Performance Rank
IPHYX
SCHD
IPHYX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya High Yield Portfolio (IPHYX) 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
IPHYX vs. SCHD - Dividend Comparison
IPHYX's dividend yield for the trailing twelve months is around 5.83%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPHYX Voya High Yield Portfolio | 5.83% | 6.42% | 6.20% | 5.79% | 5.11% | 5.04% | 5.15% | 6.04% | 6.84% | 6.46% | 6.31% | 6.28% |
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
IPHYX vs. SCHD - Drawdown Comparison
The maximum IPHYX drawdown since its inception was -32.44%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IPHYX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
IPHYX vs. SCHD - Volatility Comparison
The current volatility for Voya High Yield Portfolio (IPHYX) is 1.26%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.93%. This indicates that IPHYX 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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