Correlation
The correlation between QDVAX and SCHD is 0.77, 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.
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.
Performance
QDVAX vs. SCHD - Performance Comparison
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Key characteristics
Returns By Period
QDVAX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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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.
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Dividends
QDVAX vs. SCHD - Dividend Comparison
QDVAX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVAX EquityCompass Quality Dividend Fund | 142.84% | 2.66% | 5.13% | 19.21% | 4.27% | 2.80% | 8.73% | 8.27% | 2.21% | 2.96% | 3.30% | 3.10% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 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
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Volatility
QDVAX vs. SCHD - Volatility Comparison
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