MPV vs. SCHD
Compare and contrast key facts about Barings Participation Investors (MPV) 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: MPV or SCHD.
Correlation
The correlation between MPV and SCHD is 0.10, 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
MPV vs. SCHD - Performance Comparison
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Key characteristics
MPV:
1.22
SCHD:
0.08
MPV:
1.61
SCHD:
0.32
MPV:
1.22
SCHD:
1.04
MPV:
1.58
SCHD:
0.15
MPV:
4.82
SCHD:
0.49
MPV:
4.51%
SCHD:
4.96%
MPV:
19.36%
SCHD:
16.03%
MPV:
-54.02%
SCHD:
-33.37%
MPV:
-2.38%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, MPV achieves a 0.70% return, which is significantly higher than SCHD's -4.97% return. Both investments have delivered pretty close results over the past 10 years, with MPV having a 10.85% annualized return and SCHD not far behind at 10.39%.
MPV
0.70%
8.58%
6.93%
23.50%
17.70%
10.85%
SCHD
-4.97%
-0.54%
-9.89%
1.26%
12.61%
10.39%
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Risk-Adjusted Performance
MPV vs. SCHD — Risk-Adjusted Performance Rank
MPV
SCHD
MPV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) 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
MPV vs. SCHD - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 9.12%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.12% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% | 8.16% |
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
MPV vs. SCHD - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MPV and SCHD. For additional features, visit the drawdowns tool.
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Volatility
MPV vs. SCHD - Volatility Comparison
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