OFS vs. SCHD
Compare and contrast key facts about OFS Capital Corporation (OFS) 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: OFS or SCHD.
Correlation
The correlation between OFS and SCHD is 0.22, 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
OFS vs. SCHD - Performance Comparison
Key characteristics
OFS:
0.12
SCHD:
0.27
OFS:
0.35
SCHD:
0.48
OFS:
1.04
SCHD:
1.07
OFS:
0.10
SCHD:
0.27
OFS:
0.32
SCHD:
1.05
OFS:
9.74%
SCHD:
4.09%
OFS:
26.04%
SCHD:
15.83%
OFS:
-69.09%
SCHD:
-33.37%
OFS:
-15.84%
SCHD:
-12.33%
Returns By Period
In the year-to-date period, OFS achieves a 8.42% return, which is significantly higher than SCHD's -6.12% return. Over the past 10 years, OFS has underperformed SCHD with an annualized return of 8.71%, while SCHD has yielded a comparatively higher 10.23% annualized return.
OFS
8.42%
-8.86%
10.96%
3.88%
27.16%
8.71%
SCHD
-6.12%
-8.23%
-10.14%
3.31%
13.20%
10.23%
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Risk-Adjusted Performance
OFS vs. SCHD — Risk-Adjusted Performance Rank
OFS
SCHD
OFS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) 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
OFS vs. SCHD - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 16.11%, more than SCHD's 4.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 16.11% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% |
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
OFS vs. SCHD - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for OFS and SCHD. For additional features, visit the drawdowns tool.
Volatility
OFS vs. SCHD - Volatility Comparison
OFS Capital Corporation (OFS) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 11.23% and 11.02%, 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.