PRDGX vs. SCHD
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Schwab US Dividend Equity ETF (SCHD).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. 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: PRDGX or SCHD.
Key characteristics
| PRDGX | SCHD | |
|---|---|---|
| YTD Return | 5.94% | 3.21% |
| 1Y Return | 18.19% | 15.78% |
| 3Y Return (Ann) | 7.06% | 4.47% |
| 5Y Return (Ann) | 11.72% | 11.41% |
| 10Y Return (Ann) | 11.87% | 11.17% |
| Sharpe Ratio | 1.82 | 1.29 |
| Daily Std Dev | 9.54% | 11.38% |
| Max Drawdown | -49.79% | -33.37% |
| Current Drawdown | -1.99% | -3.30% |
Correlation
The correlation between PRDGX and SCHD is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PRDGX vs. SCHD - Performance Comparison
In the year-to-date period, PRDGX achieves a 5.94% return, which is significantly higher than SCHD's 3.21% return. Over the past 10 years, PRDGX has outperformed SCHD with an annualized return of 11.87%, while SCHD has yielded a comparatively lower 11.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRDGX vs. SCHD - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PRDGX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) 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
PRDGX vs. SCHD - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 2.63%, less than SCHD's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 2.63% | 2.78% | 3.81% | 2.00% | 1.03% | 1.78% | 3.67% | 2.19% | 3.07% | 7.57% | 4.43% | 1.87% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PRDGX vs. SCHD - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PRDGX and SCHD. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. SCHD - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 2.98%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.61%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.