PFBC vs. SCHD
Compare and contrast key facts about Preferred Bank (PFBC) 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: PFBC or SCHD.
Correlation
The correlation between PFBC and SCHD is 0.43, 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
PFBC vs. SCHD - Performance Comparison
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Key characteristics
PFBC:
0.27
SCHD:
0.08
PFBC:
0.66
SCHD:
0.32
PFBC:
1.08
SCHD:
1.04
PFBC:
0.17
SCHD:
0.15
PFBC:
0.91
SCHD:
0.49
PFBC:
10.13%
SCHD:
4.96%
PFBC:
32.34%
SCHD:
16.03%
PFBC:
-97.00%
SCHD:
-33.37%
PFBC:
-47.64%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, PFBC achieves a -2.06% return, which is significantly higher than SCHD's -4.97% return. Over the past 10 years, PFBC has outperformed SCHD with an annualized return of 14.27%, while SCHD has yielded a comparatively lower 10.27% annualized return.
PFBC
-2.06%
8.75%
-9.42%
9.46%
24.49%
14.27%
SCHD
-4.97%
1.70%
-9.89%
1.08%
13.11%
10.27%
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Risk-Adjusted Performance
PFBC vs. SCHD — Risk-Adjusted Performance Rank
PFBC
SCHD
PFBC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Preferred Bank (PFBC) 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.
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Dividends
PFBC vs. SCHD - Dividend Comparison
PFBC's dividend yield for the trailing twelve months is around 3.49%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFBC Preferred Bank | 3.49% | 3.24% | 3.01% | 2.31% | 2.01% | 2.38% | 2.00% | 2.17% | 1.29% | 1.14% | 1.39% | 0.36% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PFBC vs. SCHD - Drawdown Comparison
The maximum PFBC drawdown since its inception was -97.00%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PFBC and SCHD. For additional features, visit the drawdowns tool.
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Volatility
PFBC vs. SCHD - Volatility Comparison
Preferred Bank (PFBC) has a higher volatility of 11.02% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that PFBC'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.
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