IVT vs. SCHD
Compare and contrast key facts about Inventrust Properties Corp (IVT) and Schwab U.S. 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.
Performance
IVT vs. SCHD - Performance Comparison
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IVT vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 8.75% | -3.19% | 23.02% | 11.01% | -10.31% | 2,399.18% | -28.43% | 3.60% | 3.33% | -26.47% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, IVT achieves a 8.75% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, IVT has outperformed SCHD with an annualized return of 34.32%, while SCHD has yielded a comparatively lower 12.25% annualized return.
IVT
- 1D
- -0.10%
- 1M
- -1.32%
- YTD
- 8.75%
- 6M
- 8.36%
- 1Y
- 6.95%
- 3Y*
- 12.95%
- 5Y*
- 94.92%
- 10Y*
- 34.32%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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Return for Risk
IVT vs. SCHD — Risk / Return Rank
IVT
SCHD
IVT vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Schwab U.S. 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.
| IVT | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.88 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.32 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.05 | -0.48 |
Martin ratioReturn relative to average drawdown | 1.33 | 3.55 | -2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVT | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.88 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.58 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.74 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.84 | -0.84 |
Correlation
The correlation between IVT and SCHD is 0.28, 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.
Dividends
IVT vs. SCHD - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.16%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.16% | 3.37% | 3.00% | 3.40% | 3.47% | 0.82% | 1.72% | 3.51% | 0.00% | 1.13% | 4.18% | 0.77% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
IVT vs. SCHD - Drawdown Comparison
The maximum IVT drawdown since its inception was -100.00%, 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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Drawdown Indicators
| IVT | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -33.37% | -66.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -12.74% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -74.53% | -16.85% | -57.68% |
Max Drawdown (10Y)Largest decline over 10 years | -99.99% | -33.37% | -66.62% |
Current DrawdownCurrent decline from peak | -3.43% | -3.43% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -41.73% | -3.34% | -38.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.75% | +1.61% |
Volatility
IVT vs. SCHD - Volatility Comparison
Inventrust Properties Corp (IVT) has a higher volatility of 4.19% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. 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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Volatility by Period
| IVT | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 2.33% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 7.96% | +2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 15.69% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 424.08% | 14.40% | +409.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 297,800.30% | 16.70% | +297,783.60% |