JQC vs. SCHD
Compare and contrast key facts about Nuveen Credit Strategies Income Fund (JQC) and Schwab US Dividend Equity ETF (SCHD).
JQC is managed by Nuveen. It was launched on Jun 26, 2003. 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: JQC or SCHD.
Correlation
The correlation between JQC and SCHD is 0.37, 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
JQC vs. SCHD - Performance Comparison
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Key characteristics
JQC:
0.41
SCHD:
0.19
JQC:
0.62
SCHD:
0.42
JQC:
1.09
SCHD:
1.06
JQC:
0.38
SCHD:
0.22
JQC:
1.46
SCHD:
0.71
JQC:
4.03%
SCHD:
5.02%
JQC:
15.37%
SCHD:
16.24%
JQC:
-75.18%
SCHD:
-33.37%
JQC:
-5.24%
SCHD:
-9.26%
Returns By Period
In the year-to-date period, JQC achieves a -2.15% return, which is significantly higher than SCHD's -2.83% return. Over the past 10 years, JQC has underperformed SCHD with an annualized return of 5.45%, while SCHD has yielded a comparatively higher 10.50% annualized return.
JQC
-2.15%
7.73%
-2.03%
6.27%
10.87%
5.45%
SCHD
-2.83%
3.99%
-7.32%
3.02%
13.75%
10.50%
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JQC vs. SCHD - Expense Ratio Comparison
JQC has a 4.34% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
JQC vs. SCHD — Risk-Adjusted Performance Rank
JQC
SCHD
JQC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Credit Strategies Income Fund (JQC) 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
JQC vs. SCHD - Dividend Comparison
JQC's dividend yield for the trailing twelve months is around 12.11%, more than SCHD's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JQC Nuveen Credit Strategies Income Fund | 12.11% | 11.39% | 11.49% | 9.78% | 10.06% | 16.10% | 16.22% | 6.57% | 7.49% | 7.06% | 7.54% | 6.58% |
SCHD Schwab US Dividend Equity ETF | 3.95% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
JQC vs. SCHD - Drawdown Comparison
The maximum JQC drawdown since its inception was -75.18%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JQC and SCHD. For additional features, visit the drawdowns tool.
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Volatility
JQC vs. SCHD - Volatility Comparison
Nuveen Credit Strategies Income Fund (JQC) has a higher volatility of 5.33% compared to Schwab US Dividend Equity ETF (SCHD) at 4.86%. This indicates that JQC'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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