PXH vs. SCHD
Compare and contrast key facts about Invesco FTSE RAFI Emerging Markets ETF (PXH) and Schwab US Dividend Equity ETF (SCHD).
PXH and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXH is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI Emerging Markets Index. It was launched on Sep 27, 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 PXH 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: PXH or SCHD.
Key characteristics
| PXH | SCHD | |
|---|---|---|
| YTD Return | 6.53% | 2.29% |
| 1Y Return | 17.31% | 13.67% |
| 3Y Return (Ann) | 1.25% | 4.36% |
| 5Y Return (Ann) | 2.86% | 11.21% |
| 10Y Return (Ann) | 3.67% | 11.00% |
| Sharpe Ratio | 1.12 | 1.11 |
| Daily Std Dev | 15.27% | 11.38% |
| Max Drawdown | -63.63% | -33.37% |
| Current Drawdown | -4.21% | -4.17% |
Correlation
The correlation between PXH and SCHD is 0.64, 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
PXH vs. SCHD - Performance Comparison
In the year-to-date period, PXH achieves a 6.53% return, which is significantly higher than SCHD's 2.29% return. Over the past 10 years, PXH has underperformed SCHD with an annualized return of 3.67%, while SCHD has yielded a comparatively higher 11.00% 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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PXH vs. SCHD - Expense Ratio Comparison
PXH has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PXH vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI Emerging Markets ETF (PXH) 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
PXH vs. SCHD - Dividend Comparison
PXH's dividend yield for the trailing twelve months is around 4.26%, more than SCHD's 3.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXH Invesco FTSE RAFI Emerging Markets ETF | 4.26% | 4.84% | 5.33% | 4.69% | 2.79% | 3.28% | 3.30% | 2.74% | 1.97% | 3.44% | 3.19% | 2.80% |
SCHD Schwab US Dividend Equity ETF | 3.46% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PXH vs. SCHD - Drawdown Comparison
The maximum PXH drawdown since its inception was -63.63%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PXH and SCHD. For additional features, visit the drawdowns tool.
Volatility
PXH vs. SCHD - Volatility Comparison
Invesco FTSE RAFI Emerging Markets ETF (PXH) has a higher volatility of 5.06% compared to Schwab US Dividend Equity ETF (SCHD) at 3.59%. This indicates that PXH'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.