PNW vs. SCHD
Compare and contrast key facts about Pinnacle West Capital Corporation (PNW) 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: PNW or SCHD.
Correlation
The correlation between PNW and SCHD is 0.42, 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
PNW vs. SCHD - Performance Comparison
Key characteristics
PNW:
1.17
SCHD:
1.02
PNW:
1.71
SCHD:
1.51
PNW:
1.21
SCHD:
1.18
PNW:
0.93
SCHD:
1.55
PNW:
5.81
SCHD:
5.23
PNW:
3.75%
SCHD:
2.21%
PNW:
18.62%
SCHD:
11.28%
PNW:
-79.18%
SCHD:
-33.37%
PNW:
-10.50%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, PNW achieves a 23.21% return, which is significantly higher than SCHD's 10.68% return. Over the past 10 years, PNW has underperformed SCHD with an annualized return of 6.30%, while SCHD has yielded a comparatively higher 10.89% annualized return.
PNW
23.21%
-6.98%
14.43%
25.14%
3.16%
6.30%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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Risk-Adjusted Performance
PNW vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) 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
PNW vs. SCHD - Dividend Comparison
PNW's dividend yield for the trailing twelve months is around 4.18%, more than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNW Pinnacle West Capital Corporation | 4.18% | 4.84% | 4.49% | 4.73% | 3.98% | 3.33% | 3.31% | 3.12% | 3.24% | 3.74% | 3.37% | 4.16% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PNW vs. SCHD - Drawdown Comparison
The maximum PNW drawdown since its inception was -79.18%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PNW and SCHD. For additional features, visit the drawdowns tool.
Volatility
PNW vs. SCHD - Volatility Comparison
Pinnacle West Capital Corporation (PNW) has a higher volatility of 5.18% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. This indicates that PNW'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.