MADVX vs. SCHD
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and Schwab US Dividend Equity ETF (SCHD).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. 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: MADVX or SCHD.
Key characteristics
| MADVX | SCHD | |
|---|---|---|
| YTD Return | 12.41% | 12.50% |
| 1Y Return | 20.13% | 18.58% |
| 3Y Return (Ann) | 8.23% | 7.37% |
| 5Y Return (Ann) | 10.30% | 12.72% |
| 10Y Return (Ann) | 7.91% | 11.41% |
| Sharpe Ratio | 1.93 | 1.57 |
| Daily Std Dev | 10.40% | 11.80% |
| Max Drawdown | -50.00% | -33.37% |
| Current Drawdown | -1.30% | -0.52% |
Correlation
The correlation between MADVX and SCHD is 0.92, 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
MADVX vs. SCHD - Performance Comparison
The year-to-date returns for both investments are quite close, with MADVX having a 12.41% return and SCHD slightly higher at 12.50%. Over the past 10 years, MADVX has underperformed SCHD with an annualized return of 7.91%, while SCHD has yielded a comparatively higher 11.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MADVX vs. SCHD - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
MADVX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) 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
MADVX vs. SCHD - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 8.82%, more than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 8.82% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 14.04% | 14.77% | 7.98% | 2.30% | 6.35% | 1.95% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
MADVX vs. SCHD - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.00%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MADVX and SCHD. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. SCHD - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 2.66%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.13%. This indicates that MADVX 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.