LKBAX vs. SCHD
Compare and contrast key facts about LKCM Balanced Fund (LKBAX) and Schwab US Dividend Equity ETF (SCHD).
LKBAX is managed by LKCM. It was launched on Dec 29, 1997. 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: LKBAX or SCHD.
Correlation
The correlation between LKBAX and SCHD is 0.86, 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
LKBAX vs. SCHD - Performance Comparison
Key characteristics
LKBAX:
1.03
SCHD:
1.06
LKBAX:
1.35
SCHD:
1.57
LKBAX:
1.20
SCHD:
1.19
LKBAX:
0.76
SCHD:
1.53
LKBAX:
3.82
SCHD:
3.97
LKBAX:
2.32%
SCHD:
3.06%
LKBAX:
8.50%
SCHD:
11.40%
LKBAX:
-33.10%
SCHD:
-33.37%
LKBAX:
-3.78%
SCHD:
-4.81%
Returns By Period
In the year-to-date period, LKBAX achieves a 3.41% return, which is significantly higher than SCHD's 1.94% return. Over the past 10 years, LKBAX has underperformed SCHD with an annualized return of 4.44%, while SCHD has yielded a comparatively higher 11.03% annualized return.
LKBAX
3.41%
3.48%
2.49%
9.26%
3.78%
4.44%
SCHD
1.94%
1.20%
4.28%
13.45%
11.14%
11.03%
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LKBAX vs. SCHD - Expense Ratio Comparison
LKBAX has a 0.80% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
LKBAX vs. SCHD — Risk-Adjusted Performance Rank
LKBAX
SCHD
LKBAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Balanced Fund (LKBAX) 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
LKBAX vs. SCHD - Dividend Comparison
LKBAX's dividend yield for the trailing twelve months is around 1.16%, less than SCHD's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | 1.16% | 1.20% | 1.10% | 1.10% | 0.68% | 0.89% | 1.13% | 1.10% | 0.91% | 0.90% | 0.97% | 1.20% |
SCHD Schwab US Dividend Equity ETF | 3.57% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
LKBAX vs. SCHD - Drawdown Comparison
The maximum LKBAX drawdown since its inception was -33.10%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for LKBAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
LKBAX vs. SCHD - Volatility Comparison
The current volatility for LKCM Balanced Fund (LKBAX) is 2.13%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.40%. This indicates that LKBAX 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.