RFV vs. SCHD
Compare and contrast key facts about Invesco S&P MidCap 400® Pure Value ETF (RFV) and Schwab US Dividend Equity ETF (SCHD).
RFV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RFV is a passively managed fund by Invesco that tracks the performance of the S&P Mid Cap 400 Pure Value. It was launched on Mar 1, 2006. 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 RFV 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: RFV or SCHD.
Correlation
The correlation between RFV and SCHD is 0.80, 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
RFV vs. SCHD - Performance Comparison
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Key characteristics
RFV:
16.11%
SCHD:
10.77%
RFV:
-0.52%
SCHD:
-0.97%
RFV:
0.00%
SCHD:
-0.27%
Returns By Period
RFV
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SCHD
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RFV vs. SCHD - Expense Ratio Comparison
RFV has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RFV vs. SCHD — Risk-Adjusted Performance Rank
RFV
SCHD
RFV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400® Pure Value ETF (RFV) 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
RFV vs. SCHD - Dividend Comparison
RFV's dividend yield for the trailing twelve months is around 1.67%, less than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFV Invesco S&P MidCap 400® Pure Value ETF | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RFV vs. SCHD - Drawdown Comparison
The maximum RFV drawdown since its inception was -0.52%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for RFV and SCHD. For additional features, visit the drawdowns tool.
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Volatility
RFV vs. SCHD - Volatility Comparison
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