MCD vs. SCHD
Compare and contrast key facts about McDonald's Corporation (MCD) and Schwab US Dividend Equity ETF (SCHD).
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: MCD or SCHD.
Correlation
The correlation between MCD and SCHD is 0.47, 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
MCD vs. SCHD - Performance Comparison
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Key characteristics
MCD:
1.03
SCHD:
0.21
MCD:
1.47
SCHD:
0.40
MCD:
1.19
SCHD:
1.05
MCD:
1.17
SCHD:
0.21
MCD:
3.87
SCHD:
0.64
MCD:
5.20%
SCHD:
5.14%
MCD:
20.31%
SCHD:
16.40%
MCD:
-73.62%
SCHD:
-33.37%
MCD:
-0.02%
SCHD:
-8.33%
Returns By Period
In the year-to-date period, MCD achieves a 11.45% return, which is significantly higher than SCHD's -1.83% return. Over the past 10 years, MCD has outperformed SCHD with an annualized return of 15.36%, while SCHD has yielded a comparatively lower 10.65% annualized return.
MCD
11.45%
3.19%
11.66%
20.81%
13.73%
14.39%
15.36%
SCHD
-1.83%
4.56%
-5.98%
3.40%
6.01%
13.20%
10.65%
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Risk-Adjusted Performance
MCD vs. SCHD — Risk-Adjusted Performance Rank
MCD
SCHD
MCD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) 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.
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Dividends
MCD vs. SCHD - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.14%, less than SCHD's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | 2.14% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% |
SCHD Schwab US Dividend Equity ETF | 3.91% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
MCD vs. SCHD - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.62%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MCD and SCHD. For additional features, visit the drawdowns tool.
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Volatility
MCD vs. SCHD - Volatility Comparison
McDonald's Corporation (MCD) has a higher volatility of 5.76% compared to Schwab US Dividend Equity ETF (SCHD) at 4.82%. This indicates that MCD's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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