LDIFX vs. SCHD
Compare and contrast key facts about Franklin Global Dividend Fund (LDIFX) and Schwab US Dividend Equity ETF (SCHD).
LDIFX is managed by Legg Mason. It was launched on Feb 27, 2013. 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: LDIFX or SCHD.
Correlation
The correlation between LDIFX and SCHD is 0.83, 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
LDIFX vs. SCHD - Performance Comparison
Key characteristics
Returns By Period
LDIFX
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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LDIFX vs. SCHD - Expense Ratio Comparison
LDIFX has a 0.81% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
LDIFX vs. SCHD — Risk-Adjusted Performance Rank
LDIFX
SCHD
LDIFX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Dividend Fund (LDIFX) 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
LDIFX vs. SCHD - Dividend Comparison
LDIFX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDIFX Franklin Global Dividend Fund | 100.03% | 100.03% | 3.73% | 6.04% | 6.75% | 2.31% | 4.85% | 5.67% | 2.52% | 3.59% | 2.15% | 6.87% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
LDIFX vs. SCHD - Drawdown Comparison
Volatility
LDIFX vs. SCHD - Volatility Comparison
The current volatility for Franklin Global Dividend Fund (LDIFX) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.33%. This indicates that LDIFX 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.