NUSI vs. SCHD
Compare and contrast key facts about Nationwide Risk-Managed Income ETF (NUSI) and Schwab US Dividend Equity ETF (SCHD).
NUSI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUSI is an actively managed fund by Nationwide. It was launched on Dec 19, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSI or SCHD.
Key characteristics
| NUSI | SCHD | |
|---|---|---|
| YTD Return | 25.11% | 17.47% |
| 1Y Return | 31.27% | 27.61% |
| 3Y Return (Ann) | 5.23% | 6.96% |
| Sharpe Ratio | 2.85 | 2.70 |
| Sortino Ratio | 4.13 | 3.89 |
| Omega Ratio | 1.58 | 1.48 |
| Calmar Ratio | 2.54 | 3.71 |
| Martin Ratio | 15.92 | 14.94 |
| Ulcer Index | 2.17% | 2.04% |
| Daily Std Dev | 12.10% | 11.25% |
| Max Drawdown | -31.24% | -33.37% |
| Current Drawdown | -0.02% | -0.51% |
Correlation
The correlation between NUSI and SCHD is 0.48, 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
NUSI vs. SCHD - Performance Comparison
In the year-to-date period, NUSI achieves a 25.11% return, which is significantly higher than SCHD's 17.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NUSI vs. SCHD - Expense Ratio Comparison
NUSI has a 0.68% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
NUSI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Risk-Managed Income ETF (NUSI) 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
NUSI vs. SCHD - Dividend Comparison
NUSI's dividend yield for the trailing twelve months is around 7.13%, more than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSI Nationwide Risk-Managed Income ETF | 7.13% | 7.17% | 9.05% | 7.77% | 7.48% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
NUSI vs. SCHD - Drawdown Comparison
The maximum NUSI drawdown since its inception was -31.24%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NUSI and SCHD. For additional features, visit the drawdowns tool.
Volatility
NUSI vs. SCHD - Volatility Comparison
Nationwide Risk-Managed Income ETF (NUSI) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.65% and 3.49%, 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.