Correlation
The correlation between IVT and SCHD is 0.23, 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.
IVT vs. SCHD
Compare and contrast key facts about Inventrust Properties Corp (IVT) 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: IVT or SCHD.
Performance
IVT vs. SCHD - Performance Comparison
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Key characteristics
IVT:
0.77
SCHD:
0.21
IVT:
1.09
SCHD:
0.24
IVT:
1.14
SCHD:
1.03
IVT:
0.33
SCHD:
0.09
IVT:
2.89
SCHD:
0.29
IVT:
5.03%
SCHD:
5.24%
IVT:
20.54%
SCHD:
16.46%
IVT:
-99.98%
SCHD:
-33.37%
IVT:
-34.02%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, IVT achieves a -8.62% return, which is significantly lower than SCHD's -4.38% return. Over the past 10 years, IVT has underperformed SCHD with an annualized return of 3.67%, while SCHD has yielded a comparatively higher 10.46% annualized return.
IVT
-8.62%
-1.05%
-9.77%
16.59%
1.39%
25.09%
3.67%
SCHD
-4.38%
0.70%
-10.16%
3.27%
4.44%
12.77%
10.46%
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Risk-Adjusted Performance
IVT vs. SCHD — Risk-Adjusted Performance Rank
IVT
SCHD
IVT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) 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
IVT vs. SCHD - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.36%, less than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.36% | 3.00% | 3.40% | 3.47% | 2.90% | 6.90% | 1.19% | 3.46% | 4.63% | 4.63% | 6.76% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
IVT vs. SCHD - Drawdown Comparison
The maximum IVT drawdown since its inception was -99.98%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IVT and SCHD.
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Volatility
IVT vs. SCHD - Volatility Comparison
Inventrust Properties Corp (IVT) has a higher volatility of 5.34% compared to Schwab US Dividend Equity ETF (SCHD) at 4.60%. This indicates that IVT'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.
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