Correlation
The correlation between NKSH and SCHD is 0.37, 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.
NKSH vs. SCHD
Compare and contrast key facts about National Bankshares, Inc. (NKSH) 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: NKSH or SCHD.
Performance
NKSH vs. SCHD - Performance Comparison
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Key characteristics
NKSH:
-0.24
SCHD:
0.35
NKSH:
-0.10
SCHD:
0.56
NKSH:
0.99
SCHD:
1.07
NKSH:
-0.25
SCHD:
0.33
NKSH:
-0.82
SCHD:
0.99
NKSH:
11.64%
SCHD:
5.36%
NKSH:
38.08%
SCHD:
16.40%
NKSH:
-48.76%
SCHD:
-33.37%
NKSH:
-32.28%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, NKSH achieves a -8.17% return, which is significantly lower than SCHD's -3.35% return. Over the past 10 years, NKSH has underperformed SCHD with an annualized return of 3.09%, while SCHD has yielded a comparatively higher 10.58% annualized return.
NKSH
-8.17%
5.37%
-17.87%
-12.15%
-1.65%
1.54%
3.09%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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Risk-Adjusted Performance
NKSH vs. SCHD — Risk-Adjusted Performance Rank
NKSH
SCHD
NKSH vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Bankshares, Inc. (NKSH) 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
NKSH vs. SCHD - Dividend Comparison
NKSH's dividend yield for the trailing twelve months is around 5.89%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NKSH National Bankshares, Inc. | 5.89% | 5.26% | 7.76% | 3.72% | 4.02% | 4.44% | 3.09% | 3.32% | 2.57% | 2.67% | 3.21% | 3.72% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
NKSH vs. SCHD - Drawdown Comparison
The maximum NKSH drawdown since its inception was -48.76%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NKSH and SCHD.
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Volatility
NKSH vs. SCHD - Volatility Comparison
National Bankshares, Inc. (NKSH) has a higher volatility of 7.68% compared to Schwab US Dividend Equity ETF (SCHD) at 4.90%. This indicates that NKSH'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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