JXN vs. SCHD
Compare and contrast key facts about Jackson Financial Inc. (JXN) 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: JXN or SCHD.
Correlation
The correlation between JXN and SCHD is 0.76, 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
JXN vs. SCHD - Performance Comparison
Key characteristics
JXN:
0.31
SCHD:
0.18
JXN:
0.72
SCHD:
0.35
JXN:
1.10
SCHD:
1.05
JXN:
0.39
SCHD:
0.18
JXN:
0.92
SCHD:
0.64
JXN:
15.57%
SCHD:
4.44%
JXN:
46.27%
SCHD:
15.99%
JXN:
-48.34%
SCHD:
-33.37%
JXN:
-31.36%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, JXN achieves a -10.97% return, which is significantly lower than SCHD's -5.19% return.
JXN
-10.97%
-10.47%
-20.54%
14.25%
N/A
N/A
SCHD
-5.19%
-7.50%
-7.13%
3.21%
12.75%
10.34%
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Risk-Adjusted Performance
JXN vs. SCHD — Risk-Adjusted Performance Rank
JXN
SCHD
JXN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Financial Inc. (JXN) 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
JXN vs. SCHD - Dividend Comparison
JXN's dividend yield for the trailing twelve months is around 3.78%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JXN Jackson Financial Inc. | 3.78% | 3.22% | 4.84% | 6.32% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
JXN vs. SCHD - Drawdown Comparison
The maximum JXN drawdown since its inception was -48.34%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JXN and SCHD. For additional features, visit the drawdowns tool.
Volatility
JXN vs. SCHD - Volatility Comparison
Jackson Financial Inc. (JXN) has a higher volatility of 22.19% compared to Schwab US Dividend Equity ETF (SCHD) at 11.20%. This indicates that JXN'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.