KHC vs. SCHD
Compare and contrast key facts about The Kraft Heinz Company (KHC) 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: KHC or SCHD.
Correlation
The correlation between KHC and SCHD is 0.35, 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
KHC vs. SCHD - Performance Comparison
Key characteristics
KHC:
-0.86
SCHD:
0.24
KHC:
-1.12
SCHD:
0.44
KHC:
0.87
SCHD:
1.06
KHC:
-0.34
SCHD:
0.24
KHC:
-1.35
SCHD:
0.83
KHC:
14.76%
SCHD:
4.59%
KHC:
23.26%
SCHD:
15.97%
KHC:
-76.07%
SCHD:
-33.37%
KHC:
-56.61%
SCHD:
-10.95%
Returns By Period
In the year-to-date period, KHC achieves a -4.02% return, which is significantly higher than SCHD's -4.64% return.
KHC
-4.02%
-4.37%
-11.50%
-20.89%
4.39%
N/A
SCHD
-4.64%
-7.65%
-6.69%
4.48%
13.39%
10.39%
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Risk-Adjusted Performance
KHC vs. SCHD — Risk-Adjusted Performance Rank
KHC
SCHD
KHC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kraft Heinz Company (KHC) 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
KHC vs. SCHD - Dividend Comparison
KHC's dividend yield for the trailing twelve months is around 5.50%, more than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KHC The Kraft Heinz Company | 5.50% | 5.21% | 4.33% | 3.93% | 4.46% | 4.62% | 4.98% | 5.81% | 3.15% | 2.69% | 2.34% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
KHC vs. SCHD - Drawdown Comparison
The maximum KHC drawdown since its inception was -76.07%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for KHC and SCHD. For additional features, visit the drawdowns tool.
Volatility
KHC vs. SCHD - Volatility Comparison
The current volatility for The Kraft Heinz Company (KHC) is 10.10%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.11%. This indicates that KHC 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.