NRGD vs. SCHD
Compare and contrast key facts about MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) and Schwab US Dividend Equity ETF (SCHD).
NRGD and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NRGD is a passively managed fund by BMO Financial Group that tracks the performance of the Solactive MicroSectors U.S. Big Oil Index (-300%). It was launched on Apr 9, 2019. 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. Both NRGD and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NRGD or SCHD.
Correlation
The correlation between NRGD and SCHD is 0.71, 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
NRGD vs. SCHD - Performance Comparison
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Key characteristics
NRGD:
137.99%
SCHD:
16.36%
NRGD:
-48.28%
SCHD:
-33.37%
NRGD:
-47.20%
SCHD:
-8.88%
Returns By Period
NRGD
N/A
-36.95%
N/A
N/A
N/A
N/A
SCHD
-2.42%
3.89%
-6.83%
2.69%
13.79%
10.54%
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NRGD vs. SCHD - Expense Ratio Comparison
NRGD has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
NRGD vs. SCHD — Risk-Adjusted Performance Rank
NRGD
SCHD
NRGD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) 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
NRGD vs. SCHD - Dividend Comparison
NRGD has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.94%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN | 0.00% | 0.00% | 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 | 3.94% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
NRGD vs. SCHD - Drawdown Comparison
The maximum NRGD drawdown since its inception was -48.28%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NRGD and SCHD. For additional features, visit the drawdowns tool.
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Volatility
NRGD vs. SCHD - Volatility Comparison
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