MMM vs. SCHD
Compare and contrast key facts about 3M Company (MMM) 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: MMM or SCHD.
Correlation
The correlation between MMM and SCHD is 0.63, 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
MMM vs. SCHD - Performance Comparison
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Key characteristics
MMM:
1.41
SCHD:
0.08
MMM:
2.67
SCHD:
0.32
MMM:
1.36
SCHD:
1.04
MMM:
1.22
SCHD:
0.15
MMM:
9.30
SCHD:
0.49
MMM:
5.66%
SCHD:
4.96%
MMM:
35.61%
SCHD:
16.03%
MMM:
-59.10%
SCHD:
-33.37%
MMM:
-13.93%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, MMM achieves a 11.01% return, which is significantly higher than SCHD's -4.97% return. Over the past 10 years, MMM has underperformed SCHD with an annualized return of 4.00%, while SCHD has yielded a comparatively higher 10.39% annualized return.
MMM
11.01%
7.24%
7.24%
47.43%
7.39%
4.00%
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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Risk-Adjusted Performance
MMM vs. SCHD — Risk-Adjusted Performance Rank
MMM
SCHD
MMM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3M Company (MMM) 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
MMM vs. SCHD - Dividend Comparison
MMM's dividend yield for the trailing twelve months is around 1.98%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMM 3M Company | 1.98% | 2.60% | 5.49% | 4.97% | 3.33% | 3.36% | 3.26% | 2.86% | 2.00% | 2.49% | 2.72% | 2.08% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
MMM vs. SCHD - Drawdown Comparison
The maximum MMM drawdown since its inception was -59.10%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MMM and SCHD. For additional features, visit the drawdowns tool.
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Volatility
MMM vs. SCHD - Volatility Comparison
3M Company (MMM) has a higher volatility of 11.66% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that MMM'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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