QDVAX vs. SCHD
Compare and contrast key facts about EquityCompass Quality Dividend Fund (QDVAX) and Schwab US Dividend Equity ETF (SCHD).
QDVAX is managed by EquityCompass. It was launched on Sep 30, 2013. 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: QDVAX or SCHD.
Correlation
The correlation between QDVAX and SCHD is 0.91, 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
QDVAX vs. SCHD - Performance Comparison
Key characteristics
QDVAX:
1.47
SCHD:
1.09
QDVAX:
2.05
SCHD:
1.62
QDVAX:
1.26
SCHD:
1.19
QDVAX:
0.76
SCHD:
1.57
QDVAX:
6.76
SCHD:
4.13
QDVAX:
2.54%
SCHD:
3.03%
QDVAX:
11.71%
SCHD:
11.48%
QDVAX:
-39.24%
SCHD:
-33.37%
QDVAX:
-8.09%
SCHD:
-4.74%
Returns By Period
In the year-to-date period, QDVAX achieves a 3.24% return, which is significantly higher than SCHD's 2.01% return. Over the past 10 years, QDVAX has underperformed SCHD with an annualized return of 3.79%, while SCHD has yielded a comparatively higher 11.05% annualized return.
QDVAX
3.24%
4.86%
7.95%
16.56%
2.66%
3.79%
SCHD
2.01%
3.18%
5.59%
12.24%
11.13%
11.05%
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QDVAX vs. SCHD - Expense Ratio Comparison
QDVAX has a 1.24% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
QDVAX vs. SCHD — Risk-Adjusted Performance Rank
QDVAX
SCHD
QDVAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EquityCompass Quality Dividend Fund (QDVAX) 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
QDVAX vs. SCHD - Dividend Comparison
QDVAX's dividend yield for the trailing twelve months is around 2.57%, less than SCHD's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVAX EquityCompass Quality Dividend Fund | 2.57% | 2.66% | 3.70% | 3.00% | 2.60% | 2.80% | 2.98% | 3.20% | 2.21% | 2.96% | 1.95% | 1.92% |
SCHD Schwab US Dividend Equity ETF | 3.57% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
QDVAX vs. SCHD - Drawdown Comparison
The maximum QDVAX drawdown since its inception was -39.24%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QDVAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
QDVAX vs. SCHD - Volatility Comparison
The current volatility for EquityCompass Quality Dividend Fund (QDVAX) is 3.01%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.44%. This indicates that QDVAX 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.