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.
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
Key characteristics
NUSI:
2.30
SCHD:
1.38
NUSI:
3.28
SCHD:
2.01
NUSI:
1.45
SCHD:
1.24
NUSI:
3.01
SCHD:
1.98
NUSI:
12.65
SCHD:
5.61
NUSI:
2.21%
SCHD:
2.81%
NUSI:
12.15%
SCHD:
11.38%
NUSI:
-31.23%
SCHD:
-33.37%
NUSI:
-0.29%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, NUSI achieves a 1.80% return, which is significantly lower than SCHD's 2.45% return.
NUSI
1.80%
1.22%
8.90%
24.79%
8.74%
N/A
SCHD
2.45%
2.57%
5.34%
13.71%
11.12%
11.31%
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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 Rank
NUSI
SCHD
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 7.39%, more than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSI Nationwide Risk-Managed Income ETF | 7.39% | 7.52% | 7.17% | 9.05% | 7.77% | 7.48% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.62% |
Drawdowns
NUSI vs. SCHD - Drawdown Comparison
The maximum NUSI drawdown since its inception was -31.23%, 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
The current volatility for Nationwide Risk-Managed Income ETF (NUSI) is 3.47%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.15%. This indicates that NUSI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.