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.
Performance
LALDX vs. SCHX - Performance Comparison
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LALDX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LALDX Lord Abbett Short Duration Income Fund | -0.24% | 5.70% | 4.48% | 4.76% | -5.48% | 1.17% | 2.98% | 5.42% | 1.24% | 2.30% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, LALDX achieves a -0.24% return, which is significantly higher than SCHX's -3.70% return. Over the past 10 years, LALDX has underperformed SCHX with an annualized return of 2.46%, while SCHX has yielded a comparatively higher 14.02% annualized return.
LALDX
- 1D
- 0.00%
- 1M
- -1.03%
- YTD
- -0.24%
- 6M
- 0.72%
- 1Y
- 3.88%
- 3Y*
- 4.35%
- 5Y*
- 1.86%
- 10Y*
- 2.46%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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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.
Return for Risk
LALDX vs. SCHX — Risk / Return Rank
LALDX
SCHX
LALDX vs. SCHX - Risk-Adjusted Trends 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.
| LALDX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.98 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.77 | 1.50 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.23 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 3.36 | 1.51 | +1.85 |
Martin ratioReturn relative to average drawdown | 13.30 | 7.02 | +6.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LALDX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.98 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.66 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.78 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.80 | +0.48 |
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.
Dividends
LALDX vs. SCHX - Dividend Comparison
LALDX's dividend yield for the trailing twelve months is around 4.62%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LALDX Lord Abbett Short Duration Income Fund | 4.62% | 5.01% | 4.11% | 4.09% | 2.42% | 2.37% | 2.88% | 3.59% | 3.88% | 3.71% | 3.95% | 3.95% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
LALDX vs. SCHX - Drawdown Comparison
The maximum LALDX drawdown since its inception was -10.58%, 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.
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Drawdown Indicators
| LALDX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.58% | -34.33% | +23.75% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -12.19% | +10.90% |
Max Drawdown (5Y)Largest decline over 5 years | -7.60% | -25.41% | +17.81% |
Max Drawdown (10Y)Largest decline over 10 years | -9.67% | -34.33% | +24.66% |
Current DrawdownCurrent decline from peak | -1.03% | -5.67% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -0.82% | -4.00% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 2.62% | -2.30% |
Volatility
LALDX vs. SCHX - Volatility Comparison
The current volatility for Lord Abbett Short Duration Income Fund (LALDX) is 0.71%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 5.36%. 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.
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Volatility by Period
| LALDX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 5.36% | -4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 9.67% | -8.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.38% | 18.33% | -15.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.64% | 17.13% | -14.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.58% | 18.13% | -15.55% |