PRDGX vs. SCHD

The year-to-date returns for both investments are quite close, with PRDGX having a -6.67% return and SCHD slightly higher at -6.63%. Over the past 10 years, PRDGX has underperformed SCHD with an annualized return of 8.20%, while SCHD has yielded a comparatively higher 10.26% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PRDGX has a 0.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.

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.

The current PRDGX Sharpe Ratio is -0.31, which is lower than the SCHD Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of PRDGX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRDGX's dividend yield for the trailing twelve months is around 1.11%, less than SCHD's 4.11% yield.

The maximum PRDGX drawdown since its inception was -52.60%, 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.

T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 8.13% and 8.05%, 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.