MDV vs. SCHD
MDV (Modiv Inc) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past 3 years, MDV returned 20.22%/yr vs 14.64%/yr for SCHD. At a 0.20 correlation, their price movements are largely independent.
Performance
MDV vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, MDV achieves a 26.37% return, which is significantly higher than SCHD's 18.44% return.
MDV
- 1D
- -1.40%
- 1M
- -4.24%
- YTD
- 26.37%
- 6M
- 26.69%
- 1Y
- 35.14%
- 3Y*
- 20.22%
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.76%
- 1M
- -1.39%
- YTD
- 18.44%
- 6M
- 17.45%
- 1Y
- 26.47%
- 3Y*
- 14.64%
- 5Y*
- 8.70%
- 10Y*
- 12.94%
MDV vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MDV Modiv Inc | 26.37% | 4.65% | 16.46% | 35.12% | -48.19% |
SCHD Schwab U.S. Dividend Equity ETF | 18.44% | 4.34% | 11.66% | 4.54% | -0.27% |
Correlation
The correlation between MDV and SCHD is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.20 |
The correlation between MDV and SCHD shifts across timeframes, from 0.20 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MDV vs. SCHD — Risk / Return Rank
MDV
SCHD
MDV vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Modiv Inc (MDV) and Schwab U.S. 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MDV | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.43 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.55 | 5.76 | -2.21 |
| Martin ratioReturn relative to average drawdown | 9.21 | 13.87 | -4.66 |
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Drawdowns
MDV vs. SCHD - Drawdown Comparison
The maximum MDV drawdown since its inception was -85.04%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MDV and SCHD.
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Drawdown Indicators
| MDV | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.04% | -33.37% | -51.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -4.61% | -5.34% |
Max Drawdown (3Y)Largest decline over 3 years | -20.17% | -16.13% | -4.04% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -60.37% | -1.87% | -58.50% |
Average DrawdownAverage peak-to-trough decline | -72.17% | -3.31% | -68.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 1.91% | +1.92% |
Volatility
MDV vs. SCHD - Volatility Comparison
Modiv Inc (MDV) has a higher volatility of 5.74% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.12%. This indicates that MDV'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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Volatility by Period
| MDV | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 3.12% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 18.06% | 7.74% | +10.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.58% | 11.09% | +12.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 97.23% | 14.36% | +82.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 97.23% | 16.70% | +80.53% |
Dividends
MDV vs. SCHD - Dividend Comparison
MDV's dividend yield for the trailing twelve months is around 6.71%, more than SCHD's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDV Modiv Inc | 6.71% | 8.13% | 7.73% | 7.72% | 9.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.28% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
MDV and SCHD have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MDV has higher volatility (5.74%) compared to SCHD (3.12%). In terms of maximum drawdown, MDV dropped -85.04% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.41 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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