NRT vs. SCHD
Compare and contrast key facts about North European Oil Royalty Trust (NRT) 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: NRT or SCHD.
Correlation
The correlation between NRT and SCHD is 0.14, 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
NRT vs. SCHD - Performance Comparison
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Key characteristics
NRT:
-0.68
SCHD:
0.24
NRT:
-0.79
SCHD:
0.53
NRT:
0.90
SCHD:
1.07
NRT:
-0.45
SCHD:
0.30
NRT:
-0.91
SCHD:
0.98
NRT:
36.36%
SCHD:
4.99%
NRT:
49.54%
SCHD:
16.27%
NRT:
-85.54%
SCHD:
-33.37%
NRT:
-66.93%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, NRT achieves a 21.79% return, which is significantly higher than SCHD's -2.39% return. Over the past 10 years, NRT has underperformed SCHD with an annualized return of -0.35%, while SCHD has yielded a comparatively higher 10.55% annualized return.
NRT
21.79%
16.19%
10.59%
-33.67%
13.80%
-0.35%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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Risk-Adjusted Performance
NRT vs. SCHD — Risk-Adjusted Performance Rank
NRT
SCHD
NRT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for North European Oil Royalty Trust (NRT) 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
NRT vs. SCHD - Dividend Comparison
NRT's dividend yield for the trailing twelve months is around 9.63%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRT North European Oil Royalty Trust | 9.63% | 11.88% | 38.77% | 14.42% | 4.70% | 11.00% | 13.87% | 12.07% | 10.92% | 10.15% | 17.45% | 16.04% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
NRT vs. SCHD - Drawdown Comparison
The maximum NRT drawdown since its inception was -85.54%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NRT and SCHD. For additional features, visit the drawdowns tool.
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Volatility
NRT vs. SCHD - Volatility Comparison
North European Oil Royalty Trust (NRT) has a higher volatility of 9.14% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that NRT'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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