NI vs. SCHD
Compare and contrast key facts about NiSource Inc. (NI) 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: NI or SCHD.
Correlation
The correlation between NI and SCHD is 0.45, 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
NI vs. SCHD - Performance Comparison
Key characteristics
NI:
2.26
SCHD:
-0.07
NI:
2.78
SCHD:
-0.00
NI:
1.41
SCHD:
1.00
NI:
3.38
SCHD:
-0.08
NI:
15.48
SCHD:
-0.29
NI:
2.63%
SCHD:
3.36%
NI:
18.04%
SCHD:
13.82%
NI:
-65.58%
SCHD:
-33.37%
NI:
-9.73%
SCHD:
-12.81%
Returns By Period
In the year-to-date period, NI achieves a 2.02% return, which is significantly higher than SCHD's -6.63% return. Over the past 10 years, NI has outperformed SCHD with an annualized return of 11.48%, while SCHD has yielded a comparatively lower 10.29% annualized return.
NI
2.02%
-6.13%
9.08%
41.60%
14.57%
11.48%
SCHD
-6.63%
-9.06%
-8.76%
0.03%
15.34%
10.29%
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Risk-Adjusted Performance
NI vs. SCHD — Risk-Adjusted Performance Rank
NI
SCHD
NI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) 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
NI vs. SCHD - Dividend Comparison
NI's dividend yield for the trailing twelve months is around 2.89%, less than SCHD's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NI NiSource Inc. | 2.89% | 2.88% | 3.77% | 3.43% | 3.19% | 3.66% | 2.87% | 3.08% | 2.73% | 2.89% | 2.64% | 2.40% |
SCHD Schwab US Dividend Equity ETF | 4.11% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
NI vs. SCHD - Drawdown Comparison
The maximum NI drawdown since its inception was -65.58%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NI and SCHD. For additional features, visit the drawdowns tool.
Volatility
NI vs. SCHD - Volatility Comparison
NiSource Inc. (NI) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 8.08% and 8.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.