PRU vs. SCHD
Compare and contrast key facts about Prudential Financial, Inc. (PRU) 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: PRU or SCHD.
Correlation
The correlation between PRU and SCHD is 0.67, 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
PRU vs. SCHD - Performance Comparison
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Key characteristics
PRU:
-0.19
SCHD:
0.24
PRU:
0.01
SCHD:
0.53
PRU:
1.00
SCHD:
1.07
PRU:
-0.15
SCHD:
0.30
PRU:
-0.38
SCHD:
0.98
PRU:
10.14%
SCHD:
4.99%
PRU:
28.97%
SCHD:
16.27%
PRU:
-88.53%
SCHD:
-33.37%
PRU:
-16.10%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, PRU achieves a -8.32% return, which is significantly lower than SCHD's -2.39% return. Over the past 10 years, PRU has underperformed SCHD with an annualized return of 6.83%, while SCHD has yielded a comparatively higher 10.55% annualized return.
PRU
-8.32%
8.62%
-12.18%
-5.56%
22.01%
6.83%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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Risk-Adjusted Performance
PRU vs. SCHD — Risk-Adjusted Performance Rank
PRU
SCHD
PRU vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) 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
PRU vs. SCHD - Dividend Comparison
PRU's dividend yield for the trailing twelve months is around 4.89%, more than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | 4.89% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PRU vs. SCHD - Drawdown Comparison
The maximum PRU drawdown since its inception was -88.53%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PRU and SCHD. For additional features, visit the drawdowns tool.
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Volatility
PRU vs. SCHD - Volatility Comparison
Prudential Financial, Inc. (PRU) has a higher volatility of 8.06% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that PRU'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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