PXF vs. SCHD
Compare and contrast key facts about Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and Schwab US Dividend Equity ETF (SCHD).
PXF and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXF is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI Developed Markets ex-U.S. Index. It was launched on Jun 25, 2007. 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 PXF 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: PXF or SCHD.
Correlation
The correlation between PXF and SCHD is 0.78, 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
PXF vs. SCHD - Performance Comparison
Key characteristics
PXF:
0.77
SCHD:
0.23
PXF:
1.17
SCHD:
0.43
PXF:
1.16
SCHD:
1.06
PXF:
0.94
SCHD:
0.23
PXF:
3.01
SCHD:
0.84
PXF:
4.39%
SCHD:
4.38%
PXF:
17.21%
SCHD:
15.99%
PXF:
-64.74%
SCHD:
-33.37%
PXF:
-1.28%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, PXF achieves a 11.83% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, PXF has underperformed SCHD with an annualized return of 5.54%, while SCHD has yielded a comparatively higher 10.35% annualized return.
PXF
11.83%
-0.73%
7.78%
12.79%
15.30%
5.54%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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PXF vs. SCHD - Expense Ratio Comparison
PXF has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PXF vs. SCHD — Risk-Adjusted Performance Rank
PXF
SCHD
PXF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) 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
PXF vs. SCHD - Dividend Comparison
PXF's dividend yield for the trailing twelve months is around 3.31%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 3.31% | 3.48% | 3.55% | 3.58% | 3.73% | 2.11% | 3.50% | 3.38% | 2.78% | 3.21% | 3.10% | 4.01% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PXF vs. SCHD - Drawdown Comparison
The maximum PXF drawdown since its inception was -64.74%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PXF and SCHD. For additional features, visit the drawdowns tool.
Volatility
PXF vs. SCHD - Volatility Comparison
Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 11.46% and 11.25%, 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.