Correlation
The correlation between RGOIX and SCHD is 0.83, 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.
RGOIX vs. SCHD
Compare and contrast key facts about RBC Global Opportunities Fund (RGOIX) and Schwab US Dividend Equity ETF (SCHD).
RGOIX is managed by RBC Global Asset Management.. It was launched on Dec 2, 2014. 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: RGOIX or SCHD.
Performance
RGOIX vs. SCHD - Performance Comparison
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Key characteristics
RGOIX:
0.75
SCHD:
0.35
RGOIX:
0.96
SCHD:
0.56
RGOIX:
1.13
SCHD:
1.07
RGOIX:
0.65
SCHD:
0.33
RGOIX:
2.49
SCHD:
0.99
RGOIX:
4.17%
SCHD:
5.36%
RGOIX:
17.10%
SCHD:
16.40%
RGOIX:
-33.40%
SCHD:
-33.37%
RGOIX:
-0.37%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, RGOIX achieves a 4.78% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, RGOIX has underperformed SCHD with an annualized return of 9.70%, while SCHD has yielded a comparatively higher 10.58% annualized return.
RGOIX
4.78%
5.85%
0.92%
11.54%
8.30%
10.09%
9.70%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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RGOIX vs. SCHD - Expense Ratio Comparison
RGOIX has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RGOIX vs. SCHD — Risk-Adjusted Performance Rank
RGOIX
SCHD
RGOIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Global Opportunities Fund (RGOIX) 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
RGOIX vs. SCHD - Dividend Comparison
RGOIX's dividend yield for the trailing twelve months is around 0.62%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | 0.62% | 0.65% | 0.75% | 0.27% | 4.61% | 2.28% | 2.76% | 3.77% | 3.80% | 0.76% | 1.21% | 0.03% |
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
RGOIX vs. SCHD - Drawdown Comparison
The maximum RGOIX drawdown since its inception was -33.40%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RGOIX and SCHD.
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Volatility
RGOIX vs. SCHD - Volatility Comparison
The current volatility for RBC Global Opportunities Fund (RGOIX) is 3.84%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that RGOIX 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.
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