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KR vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

KR vs. SCHD

Last updated May 12, 2025

Compare and contrast key facts about The Kroger Co. (KR) 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: KR or SCHD.

Correlation

The correlation between KR and SCHD is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

KR vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kroger Co. (KR) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

KR:

8.27%

SCHD:

10.77%

Max Drawdown

KR:

-1.59%

SCHD:

-0.97%

Current Drawdown

KR:

-1.51%

SCHD:

-0.27%

Returns By Period

KR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

KR vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KR
The Risk-Adjusted Performance Rank of KR is 9090
Overall Rank
The Sharpe Ratio Rank of KR is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of KR is 8888
Sortino Ratio Rank
The Omega Ratio Rank of KR is 8484
Omega Ratio Rank
The Calmar Ratio Rank of KR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of KR is 9292
Martin Ratio Rank
SCHD
The Risk-Adjusted Performance Rank of SCHD is 2828
Overall Rank
The Sharpe Ratio Rank of SCHD is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3131
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KR vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) 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

KR vs. SCHD - Dividend Comparison

KR's dividend yield for the trailing twelve months is around 1.74%, less than SCHD's 4.04% yield.

TTM20242023202220212020201920182017201620152014
KR
The Kroger Co.		1.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF		4.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

KR vs. SCHD - Drawdown Comparison

The maximum KR drawdown since its inception was -1.59%, which is greater than SCHD's maximum drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for KR and SCHD. For additional features, visit the drawdowns tool.

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Volatility

KR vs. SCHD - Volatility Comparison

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