QRTEP vs. SCHD
Compare and contrast key facts about Qurate Retail, Inc. (QRTEP) 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: QRTEP or SCHD.
Correlation
The correlation between QRTEP and SCHD is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QRTEP vs. SCHD - Performance Comparison
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Key characteristics
QRTEP:
-0.76
SCHD:
0.12
QRTEP:
-1.02
SCHD:
0.22
QRTEP:
0.87
SCHD:
1.03
QRTEP:
-0.52
SCHD:
0.07
QRTEP:
-1.68
SCHD:
0.23
QRTEP:
20.10%
SCHD:
5.18%
QRTEP:
43.32%
SCHD:
16.46%
QRTEP:
-75.80%
SCHD:
-33.37%
QRTEP:
-57.31%
SCHD:
-10.30%
Returns By Period
In the year-to-date period, QRTEP achieves a -21.20% return, which is significantly lower than SCHD's -3.94% return.
QRTEP
-21.20%
10.51%
-28.46%
-37.07%
-17.93%
N/A
N/A
SCHD
-3.94%
3.92%
-7.73%
1.97%
5.25%
12.87%
10.41%
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Risk-Adjusted Performance
QRTEP vs. SCHD — Risk-Adjusted Performance Rank
QRTEP
SCHD
QRTEP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Qurate Retail, Inc. (QRTEP) 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
QRTEP vs. SCHD - Dividend Comparison
QRTEP's dividend yield for the trailing twelve months is around 31.06%, more than SCHD's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QRTEP Qurate Retail, Inc. | 31.06% | 23.19% | 22.25% | 23.35% | 7.75% | 2.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.00% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
QRTEP vs. SCHD - Drawdown Comparison
The maximum QRTEP drawdown since its inception was -75.80%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for QRTEP and SCHD. For additional features, visit the drawdowns tool.
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Volatility
QRTEP vs. SCHD - Volatility Comparison
Qurate Retail, Inc. (QRTEP) has a higher volatility of 24.33% compared to Schwab US Dividend Equity ETF (SCHD) at 4.71%. This indicates that QRTEP'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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