LOWV vs. SCHD
Compare and contrast key facts about AB US Low Volatility Equity ETF (LOWV) and Schwab US Dividend Equity ETF (SCHD).
LOWV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LOWV is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. 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: LOWV or SCHD.
Correlation
The correlation between LOWV and SCHD is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LOWV vs. SCHD - Performance Comparison
Key characteristics
LOWV:
1.85
SCHD:
1.27
LOWV:
2.46
SCHD:
1.87
LOWV:
1.33
SCHD:
1.22
LOWV:
3.35
SCHD:
1.82
LOWV:
11.59
SCHD:
4.66
LOWV:
1.62%
SCHD:
3.11%
LOWV:
10.19%
SCHD:
11.39%
LOWV:
-6.28%
SCHD:
-33.37%
LOWV:
-0.26%
SCHD:
-3.20%
Returns By Period
The year-to-date returns for both stocks are quite close, with LOWV having a 3.76% return and SCHD slightly lower at 3.66%.
LOWV
3.76%
1.56%
7.27%
18.96%
N/A
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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LOWV vs. SCHD - Expense Ratio Comparison
LOWV has a 0.48% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
LOWV vs. SCHD — Risk-Adjusted Performance Rank
LOWV
SCHD
LOWV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB US Low Volatility Equity ETF (LOWV) 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
LOWV vs. SCHD - Dividend Comparison
LOWV's dividend yield for the trailing twelve months is around 0.89%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOWV AB US Low Volatility Equity ETF | 0.89% | 0.92% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
LOWV vs. SCHD - Drawdown Comparison
The maximum LOWV drawdown since its inception was -6.28%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for LOWV and SCHD. For additional features, visit the drawdowns tool.
Volatility
LOWV vs. SCHD - Volatility Comparison
The current volatility for AB US Low Volatility Equity ETF (LOWV) is 2.06%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that LOWV 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.