LPLA vs. SCHW
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or SCHW.
Correlation
The correlation between LPLA and SCHW 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
LPLA vs. SCHW - Performance Comparison
Key characteristics
LPLA:
1.48
SCHW:
0.57
LPLA:
2.08
SCHW:
0.93
LPLA:
1.31
SCHW:
1.13
LPLA:
1.42
SCHW:
0.44
LPLA:
3.76
SCHW:
1.40
LPLA:
12.55%
SCHW:
10.40%
LPLA:
31.78%
SCHW:
25.68%
LPLA:
-69.32%
SCHW:
-86.79%
LPLA:
0.00%
SCHW:
-19.54%
Fundamentals
LPLA:
$25.33B
SCHW:
$134.84B
LPLA:
$13.46
SCHW:
$2.56
LPLA:
25.13
SCHW:
28.77
LPLA:
1.23
SCHW:
0.90
LPLA:
$8.87B
SCHW:
$15.02B
LPLA:
$2.81B
SCHW:
$8.64B
LPLA:
$1.89B
SCHW:
$8.60B
Returns By Period
In the year-to-date period, LPLA achieves a 3.60% return, which is significantly higher than SCHW's -0.47% return. Over the past 10 years, LPLA has outperformed SCHW with an annualized return of 25.31%, while SCHW has yielded a comparatively lower 11.98% annualized return.
LPLA
3.60%
2.57%
49.97%
45.82%
29.13%
25.31%
SCHW
-0.47%
-5.49%
16.31%
16.24%
10.39%
11.98%
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Risk-Adjusted Performance
LPLA vs. SCHW — Risk-Adjusted Performance Rank
LPLA
SCHW
LPLA vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and The Charles Schwab Corporation (SCHW). 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
LPLA vs. SCHW - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.35%, less than SCHW's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.35% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
SCHW The Charles Schwab Corporation | 1.36% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
LPLA vs. SCHW - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for LPLA and SCHW. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. SCHW - Volatility Comparison
The current volatility for LPL Financial Holdings Inc. (LPLA) is 5.34%, while The Charles Schwab Corporation (SCHW) has a volatility of 7.07%. This indicates that LPLA experiences smaller price fluctuations and is considered to be less risky than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LPLA vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities