LALDX vs. SCHX
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LALDX) and Schwab U.S. Large-Cap ETF (SCHX).
LALDX is managed by Lord Abbett. It was launched on Nov 4, 1993. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LALDX or SCHX.
Correlation
The correlation between LALDX and SCHX is 0.03, 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
LALDX vs. SCHX - Performance Comparison
Key characteristics
LALDX:
2.52
SCHX:
2.05
LALDX:
4.45
SCHX:
2.72
LALDX:
1.79
SCHX:
1.37
LALDX:
8.60
SCHX:
3.15
LALDX:
20.95
SCHX:
12.93
LALDX:
0.32%
SCHX:
2.08%
LALDX:
2.64%
SCHX:
13.12%
LALDX:
-10.22%
SCHX:
-34.33%
LALDX:
0.00%
SCHX:
-0.87%
Returns By Period
In the year-to-date period, LALDX achieves a -0.00% return, which is significantly lower than SCHX's 3.45% return. Over the past 10 years, LALDX has underperformed SCHX with an annualized return of 2.70%, while SCHX has yielded a comparatively higher 16.27% annualized return.
LALDX
-0.00%
0.68%
3.21%
6.69%
2.67%
2.70%
SCHX
3.45%
1.87%
12.93%
25.89%
16.66%
16.27%
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LALDX vs. SCHX - Expense Ratio Comparison
LALDX has a 0.58% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
LALDX vs. SCHX — Risk-Adjusted Performance Rank
LALDX
SCHX
LALDX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LALDX) and Schwab U.S. Large-Cap ETF (SCHX). 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
LALDX vs. SCHX - Dividend Comparison
LALDX's dividend yield for the trailing twelve months is around 6.18%, more than SCHX's 1.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LALDX Lord Abbett Short Duration Income Fund | 6.18% | 6.18% | 5.63% | 4.06% | 3.37% | 2.87% | 3.59% | 3.89% | 3.74% | 3.99% | 3.97% | 3.81% |
SCHX Schwab U.S. Large-Cap ETF | 1.72% | 1.78% | 1.39% | 4.08% | 2.89% | 2.30% | 4.72% | 5.17% | 3.48% | 2.61% | 2.93% | 3.58% |
Drawdowns
LALDX vs. SCHX - Drawdown Comparison
The maximum LALDX drawdown since its inception was -10.22%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for LALDX and SCHX. For additional features, visit the drawdowns tool.
Volatility
LALDX vs. SCHX - Volatility Comparison
The current volatility for Lord Abbett Short Duration Income Fund (LALDX) is 0.81%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 4.18%. This indicates that LALDX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.