RAAX vs. SCHD
Compare and contrast key facts about VanEck Inflation Allocation ETF (RAAX) and Schwab US Dividend Equity ETF (SCHD).
RAAX and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RAAX is an actively managed fund by VanEck. It was launched on Apr 9, 2018. 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: RAAX or SCHD.
Correlation
The correlation between RAAX and SCHD is 0.54, 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
RAAX vs. SCHD - Performance Comparison
Key characteristics
RAAX:
0.93
SCHD:
1.20
RAAX:
1.33
SCHD:
1.76
RAAX:
1.16
SCHD:
1.21
RAAX:
1.06
SCHD:
1.69
RAAX:
5.07
SCHD:
5.86
RAAX:
2.43%
SCHD:
2.30%
RAAX:
13.18%
SCHD:
11.25%
RAAX:
-33.91%
SCHD:
-33.37%
RAAX:
-6.49%
SCHD:
-6.72%
Returns By Period
The year-to-date returns for both investments are quite close, with RAAX having a 11.28% return and SCHD slightly higher at 11.54%.
RAAX
11.28%
-4.79%
4.87%
11.85%
6.47%
N/A
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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RAAX vs. SCHD - Expense Ratio Comparison
RAAX has a 0.78% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RAAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Inflation Allocation ETF (RAAX) 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
RAAX vs. SCHD - Dividend Comparison
RAAX's dividend yield for the trailing twelve months is around 3.29%, less than SCHD's 3.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAAX VanEck Inflation Allocation ETF | 3.29% | 3.66% | 1.52% | 8.72% | 6.27% | 2.37% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
RAAX vs. SCHD - Drawdown Comparison
The maximum RAAX drawdown since its inception was -33.91%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RAAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
RAAX vs. SCHD - Volatility Comparison
VanEck Inflation Allocation ETF (RAAX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.79% and 3.88%, 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.