RHS vs. SCHD
Compare and contrast key facts about Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Schwab US Dividend Equity ETF (SCHD).
RHS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RHS is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Staples -SEC. It was launched on Nov 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 RHS 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: RHS or SCHD.
Correlation
The correlation between RHS and SCHD is 0.59, 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
RHS vs. SCHD - Performance Comparison
Key characteristics
RHS:
-0.21
SCHD:
0.18
RHS:
-0.20
SCHD:
0.35
RHS:
0.98
SCHD:
1.05
RHS:
-0.06
SCHD:
0.18
RHS:
-0.59
SCHD:
0.64
RHS:
4.96%
SCHD:
4.44%
RHS:
13.91%
SCHD:
15.99%
RHS:
-80.64%
SCHD:
-33.37%
RHS:
-44.08%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, RHS achieves a 1.40% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, RHS has underperformed SCHD with an annualized return of 5.12%, while SCHD has yielded a comparatively higher 10.28% annualized return.
RHS
1.40%
0.56%
-2.28%
-3.22%
5.13%
5.12%
SCHD
-5.19%
-7.66%
-7.13%
3.11%
13.15%
10.28%
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RHS vs. SCHD - Expense Ratio Comparison
RHS has a 0.40% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RHS vs. SCHD — Risk-Adjusted Performance Rank
RHS
SCHD
RHS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) 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
RHS vs. SCHD - Dividend Comparison
RHS's dividend yield for the trailing twelve months is around 2.84%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHS Invesco S&P 500® Equal Weight Consumer Staples ETF | 2.84% | 2.86% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 0.59% | 0.00% | 0.00% | 0.00% | 1.74% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
RHS vs. SCHD - Drawdown Comparison
The maximum RHS drawdown since its inception was -80.64%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RHS and SCHD. For additional features, visit the drawdowns tool.
Volatility
RHS vs. SCHD - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) is 7.43%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that RHS 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.