MNR vs. SCHD
Compare and contrast key facts about Monmouth Real Estate Investment Corporation (MNR) 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: MNR or SCHD.
Correlation
The correlation between MNR and SCHD is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MNR vs. SCHD - Performance Comparison
Key characteristics
MNR:
0.90
SCHD:
1.26
MNR:
1.36
SCHD:
1.85
MNR:
1.17
SCHD:
1.22
MNR:
1.00
SCHD:
1.81
MNR:
2.23
SCHD:
5.15
MNR:
10.49%
SCHD:
2.79%
MNR:
25.98%
SCHD:
11.39%
MNR:
-23.33%
SCHD:
-33.37%
MNR:
-7.26%
SCHD:
-4.88%
Returns By Period
In the year-to-date period, MNR achieves a 2.50% return, which is significantly higher than SCHD's 1.87% return.
MNR
2.50%
11.74%
-3.13%
22.73%
N/A
N/A
SCHD
1.87%
0.07%
4.18%
15.07%
11.01%
11.28%
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Risk-Adjusted Performance
MNR vs. SCHD — Risk-Adjusted Performance Rank
MNR
SCHD
MNR vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) 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
MNR vs. SCHD - Dividend Comparison
MNR's dividend yield for the trailing twelve months is around 18.17%, more than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNR Monmouth Real Estate Investment Corporation | 18.17% | 18.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.62% |
Drawdowns
MNR vs. SCHD - Drawdown Comparison
The maximum MNR drawdown since its inception was -23.33%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MNR and SCHD. For additional features, visit the drawdowns tool.
Volatility
MNR vs. SCHD - Volatility Comparison
Monmouth Real Estate Investment Corporation (MNR) has a higher volatility of 5.44% compared to Schwab US Dividend Equity ETF (SCHD) at 4.22%. This indicates that MNR'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.