NSEPX vs. SCHD
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Schwab US Dividend Equity ETF (SCHD).
NSEPX is managed by Columbia Threadneedle. It was launched on Oct 2, 1998. 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: NSEPX or SCHD.
Correlation
The correlation between NSEPX 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
NSEPX vs. SCHD - Performance Comparison
Key characteristics
NSEPX:
0.03
SCHD:
0.14
NSEPX:
0.19
SCHD:
0.35
NSEPX:
1.03
SCHD:
1.05
NSEPX:
0.03
SCHD:
0.17
NSEPX:
0.11
SCHD:
0.57
NSEPX:
6.64%
SCHD:
4.90%
NSEPX:
20.06%
SCHD:
16.03%
NSEPX:
-54.89%
SCHD:
-33.37%
NSEPX:
-11.99%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, NSEPX achieves a -6.79% return, which is significantly lower than SCHD's -4.79% return. Over the past 10 years, NSEPX has underperformed SCHD with an annualized return of 5.85%, while SCHD has yielded a comparatively higher 10.38% annualized return.
NSEPX
-6.79%
13.58%
-9.84%
0.51%
8.56%
5.85%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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NSEPX vs. SCHD - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
NSEPX vs. SCHD — Risk-Adjusted Performance Rank
NSEPX
SCHD
NSEPX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) 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
NSEPX vs. SCHD - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 0.56%, less than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 0.56% | 0.52% | 0.95% | 1.04% | 0.96% | 1.47% | 1.06% | 1.44% | 0.79% | 1.17% | 2.01% | 1.08% |
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
NSEPX vs. SCHD - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -54.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NSEPX and SCHD. For additional features, visit the drawdowns tool.
Volatility
NSEPX vs. SCHD - Volatility Comparison
Columbia Select Large Cap Equity Fund (NSEPX) has a higher volatility of 10.77% compared to Schwab US Dividend Equity ETF (SCHD) at 8.36%. This indicates that NSEPX'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.