MSFT vs. SCHD
Compare and contrast key facts about Microsoft Corporation (MSFT) 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: MSFT or SCHD.
Correlation
The correlation between MSFT and SCHD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MSFT vs. SCHD - Performance Comparison
Key characteristics
MSFT:
0.30
SCHD:
0.14
MSFT:
0.57
SCHD:
0.35
MSFT:
1.07
SCHD:
1.05
MSFT:
0.29
SCHD:
0.17
MSFT:
0.63
SCHD:
0.57
MSFT:
10.68%
SCHD:
4.90%
MSFT:
25.63%
SCHD:
16.03%
MSFT:
-69.39%
SCHD:
-33.37%
MSFT:
-5.74%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, MSFT achieves a 4.16% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, MSFT has outperformed SCHD with an annualized return of 26.84%, while SCHD has yielded a comparatively lower 10.38% annualized return.
MSFT
4.16%
23.58%
3.41%
7.55%
19.98%
26.84%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MSFT vs. SCHD — Risk-Adjusted Performance Rank
MSFT
SCHD
MSFT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) 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
MSFT vs. SCHD - Dividend Comparison
MSFT's dividend yield for the trailing twelve months is around 0.72%, less than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
MSFT vs. SCHD - Drawdown Comparison
The maximum MSFT drawdown since its inception was -69.39%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MSFT and SCHD. For additional features, visit the drawdowns tool.
Volatility
MSFT vs. SCHD - Volatility Comparison
Microsoft Corporation (MSFT) has a higher volatility of 13.94% compared to Schwab US Dividend Equity ETF (SCHD) at 8.36%. This indicates that MSFT'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.