ROBO vs. SCHD

Last updated Jun 20, 2026

ROBO (ROBO Global Robotics & Automation Index ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - ROBO is a Robotics fund tracking the ROBO Global Robotics and Automation TR Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, ROBO returned 13.24%/yr vs 12.48%/yr for SCHD. A 0.66 correlation means they provide meaningful diversification when combined. ROBO charges 0.95%/yr vs 0.06%/yr for SCHD.

Performance

ROBO vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ROBO Global Robotics & Automation Index ETF (ROBO) and Schwab U.S. Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ROBO achieves a 24.08% return, which is significantly higher than SCHD's 17.13% return. Over the past 10 years, ROBO has outperformed SCHD with an annualized return of 13.24%, while SCHD has yielded a comparatively lower 12.48% annualized return.

ROBO

• 1D: 2.48%
• 1M: 0.89%
• YTD: 24.08%
• 6M: 24.69%
• 1Y: 53.50%
• 3Y*: 13.69%
• 5Y*: 6.67%
• 10Y*: 13.24%

SCHD

• 1D: -0.22%
• 1M: -1.21%
• YTD: 17.13%
• 6M: 17.00%
• 1Y: 23.94%
• 3Y*: 13.38%
• 5Y*: 9.07%
• 10Y*: 12.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ROBO vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROBO ROBO Global Robotics & Automation Index ETF	24.08%	23.71%	-1.28%	23.74%	-33.92%	15.34%	45.26%	29.51%	-20.92%	44.26%
SCHD Schwab U.S. Dividend Equity ETF	17.13%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	20.85%

Correlation

The correlation between ROBO and SCHD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.52
Correlation (5Y) Calculated over the trailing 5-year period	0.61
Correlation (10Y) Calculated over the trailing 10-year period	0.65
Correlation (All Time) Calculated using the full available price history since Oct 22, 2013	0.66

Over the past year, the correlation between ROBO and SCHD has dropped to 0.34 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

ROBO vs. SCHD - Sectors Allocation Comparison

Sectors	ROBO	SCHD
Industrials	45.3%	7.4%
Technology	43.6%	19.4%
Healthcare	4.6%	18.4%
Consumer Cyclical	3.1%	6.7%
Financial Services	1.9%	9.1%
Communication Services	1.4%	6.0%
Consumer Defensive	1.3%	18.5%
Basic Materials	-	1.2%
Energy	-	14.6%
Real Estate	-	-
Utilities	-	0.0%

Return for Risk

ROBO vs. SCHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ROBO

ROBO Risk / Return Rank: 64
ROBO Sharpe Ratio Rank: 68
ROBO Sortino Ratio Rank: 63
ROBO Omega Ratio Rank: 61
ROBO Calmar Ratio Rank: 63
ROBO Martin Ratio Rank: 65

SCHD

SCHD Risk / Return Rank: 77
SCHD Sharpe Ratio Rank: 72
SCHD Sortino Ratio Rank: 81
SCHD Omega Ratio Rank: 70
SCHD Calmar Ratio Rank: 90
SCHD Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ROBO vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ROBO Global Robotics & Automation Index ETF (ROBO) and Schwab U.S. 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ROBO	SCHD	Difference
Sharpe ratio: Return per unit of total volatility	2.11	2.20	-0.09
Sortino ratio: Return per unit of downside risk	2.77	3.36	-0.59
Omega ratio: Gain probability vs. loss probability	1.35	1.39	-0.04
Calmar ratio: Return relative to maximum drawdown	3.00	5.27	-2.27
Martin ratio: Return relative to average drawdown	11.31	12.86	-1.54

ROBO vs. SCHD - Sharpe Ratio Comparison

The current ROBO Sharpe Ratio is 2.11, which is comparable to the SCHD Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of ROBO and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ROBO vs. SCHD - Drawdown Comparison

The maximum ROBO drawdown since its inception was -43.65%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ROBO and SCHD.

Drawdown Indicators

	ROBO	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-43.65%	-33.37%	-10.28%
Max Drawdown (1Y) Largest decline over 1 year	-17.35%	-4.61%	-12.74%
Max Drawdown (3Y) Largest decline over 3 years	-27.92%	-16.13%	-11.79%
Max Drawdown (5Y) Largest decline over 5 years	-43.65%	-16.85%	-26.80%
Max Drawdown (10Y) Largest decline over 10 years	-43.65%	-33.37%	-10.28%
Current Drawdown Current decline from peak	-4.80%	-2.95%	-1.85%
Average Drawdown Average peak-to-trough decline	-12.91%	-3.31%	-9.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.59%	1.89%	+2.70%

Volatility

ROBO vs. SCHD - Volatility Comparison

ROBO Global Robotics & Automation Index ETF (ROBO) has a higher volatility of 10.88% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.58%. This indicates that ROBO'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.

Volatility by Period

	ROBO	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.88%	3.58%	+7.30%
Volatility (6M) Calculated over the trailing 6-month period	20.09%	7.75%	+12.34%
Volatility (1Y) Calculated over the trailing 1-year period	24.67%	11.07%	+13.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.98%	14.38%	+9.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.32%	16.73%	+6.59%

ROBO vs. SCHD - Expense Ratio Comparison

ROBO has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.

Dividends

ROBO vs. SCHD - Dividend Comparison

ROBO's dividend yield for the trailing twelve months is around 0.34%, less than SCHD's 3.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.34%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
SCHD Schwab U.S. Dividend Equity ETF	3.31%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Frequently Asked Questions

Can I hold both ROBO and SCHD in my portfolio?

ROBO and SCHD have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ROBO or SCHD?

ROBO has higher volatility (10.88%) compared to SCHD (3.58%). In terms of maximum drawdown, ROBO dropped -43.65% vs SCHD's -33.37%.

Which ETF is better, ROBO or SCHD?

On 10-year performance, ROBO leads with 13.24% vs 12.48% for SCHD. On fees, SCHD is cheaper at 0.06% per year. On volatility, SCHD has been the lower-risk option at 3.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROBO or SCHD?

Over the 10-year period, ROBO has performed better with a 13.24% return vs 12.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROBO or SCHD?

SCHD is cheaper with a 0.06% expense ratio, compared with 0.95% for ROBO.

Which ETF pays a higher dividend yield, ROBO or SCHD?

SCHD has the higher dividend yield at 3.31%, compared with 0.34% for ROBO.

What is the main difference between ROBO and SCHD?

ROBO is categorized as Robotics, while SCHD is Dividend. ROBO tracks ROBO Global Robotics and Automation TR Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Exchange Traded Concepts and Charles Schwab. Their fees differ too: 0.95% for ROBO and 0.06% for SCHD.

Which has better risk-adjusted returns?

SCHD currently has the higher Sharpe Ratio (2.20 vs 2.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.