PEPG vs. SCHD
Compare and contrast key facts about PepGen Ltd (PEPG) 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: PEPG or SCHD.
Correlation
The correlation between PEPG and SCHD is 0.19, 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
PEPG vs. SCHD - Performance Comparison
Key characteristics
PEPG:
-0.95
SCHD:
1.19
PEPG:
-2.37
SCHD:
1.76
PEPG:
0.71
SCHD:
1.21
PEPG:
-0.96
SCHD:
1.70
PEPG:
-1.72
SCHD:
4.36
PEPG:
52.25%
SCHD:
3.10%
PEPG:
94.11%
SCHD:
11.38%
PEPG:
-93.48%
SCHD:
-33.37%
PEPG:
-92.13%
SCHD:
-3.68%
Returns By Period
In the year-to-date period, PEPG achieves a -61.48% return, which is significantly lower than SCHD's 3.15% return.
PEPG
-61.48%
-36.52%
-85.18%
-89.40%
N/A
N/A
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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Risk-Adjusted Performance
PEPG vs. SCHD — Risk-Adjusted Performance Rank
PEPG
SCHD
PEPG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PepGen Ltd (PEPG) 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
PEPG vs. SCHD - Dividend Comparison
PEPG has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEPG PepGen Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PEPG vs. SCHD - Drawdown Comparison
The maximum PEPG drawdown since its inception was -93.48%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PEPG and SCHD. For additional features, visit the drawdowns tool.
Volatility
PEPG vs. SCHD - Volatility Comparison
PepGen Ltd (PEPG) has a higher volatility of 37.17% compared to Schwab US Dividend Equity ETF (SCHD) at 3.33%. This indicates that PEPG'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.