PIN vs. SCHD
Compare and contrast key facts about Invesco India ETF (PIN) and Schwab US Dividend Equity ETF (SCHD).
PIN and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PIN is a passively managed fund by Invesco that tracks the performance of the FTSE India Quality and Yield Select Net Tax (US RIC) Index. It was launched on Mar 5, 2008. 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. Both PIN and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIN or SCHD.
Performance
PIN vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, PIN achieves a 10.04% return, which is significantly lower than SCHD's 15.97% return. Over the past 10 years, PIN has underperformed SCHD with an annualized return of 7.59%, while SCHD has yielded a comparatively higher 11.38% annualized return.
PIN
10.04%
-5.15%
1.59%
20.62%
12.93%
7.59%
SCHD
15.97%
-0.59%
10.25%
24.77%
12.66%
11.38%
Key characteristics
| PIN | SCHD | |
|---|---|---|
| Sharpe Ratio | 1.35 | 2.29 |
| Sortino Ratio | 1.79 | 3.31 |
| Omega Ratio | 1.26 | 1.40 |
| Calmar Ratio | 1.96 | 3.38 |
| Martin Ratio | 6.97 | 12.42 |
| Ulcer Index | 2.92% | 2.04% |
| Daily Std Dev | 15.05% | 11.07% |
| Max Drawdown | -64.54% | -33.37% |
| Current Drawdown | -9.45% | -1.78% |
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PIN vs. SCHD - Expense Ratio Comparison
PIN has a 0.78% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between PIN and SCHD is 0.51, 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.
Risk-Adjusted Performance
PIN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco India ETF (PIN) 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
PIN vs. SCHD - Dividend Comparison
PIN's dividend yield for the trailing twelve months is around 1.52%, less than SCHD's 3.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIN Invesco India ETF | 1.52% | 2.08% | 14.07% | 6.95% | 0.72% | 27.85% | 0.96% | 1.01% | 1.18% | 0.60% | 0.99% | 0.48% |
SCHD Schwab US Dividend Equity ETF | 3.41% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PIN vs. SCHD - Drawdown Comparison
The maximum PIN drawdown since its inception was -64.54%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PIN and SCHD. For additional features, visit the drawdowns tool.
Volatility
PIN vs. SCHD - Volatility Comparison
Invesco India ETF (PIN) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.53% and 3.42%, 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.