Correlation
The correlation between RQIIX and SCHD is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
RQIIX vs. SCHD
Compare and contrast key facts about RESQ Strategic Income Fund (RQIIX) and Schwab US Dividend Equity ETF (SCHD).
RQIIX is managed by RESQ Funds. It was launched on Dec 19, 2013. 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: RQIIX or SCHD.
Performance
RQIIX vs. SCHD - Performance Comparison
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Key characteristics
RQIIX:
-0.28
SCHD:
0.35
RQIIX:
-0.29
SCHD:
0.56
RQIIX:
0.97
SCHD:
1.07
RQIIX:
-0.13
SCHD:
0.33
RQIIX:
-0.45
SCHD:
0.99
RQIIX:
8.50%
SCHD:
5.36%
RQIIX:
13.79%
SCHD:
16.40%
RQIIX:
-34.84%
SCHD:
-33.37%
RQIIX:
-27.80%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, RQIIX achieves a -0.82% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, RQIIX has underperformed SCHD with an annualized return of -2.75%, while SCHD has yielded a comparatively higher 10.58% annualized return.
RQIIX
-0.82%
-1.72%
-8.12%
-4.33%
-2.78%
-3.59%
-2.75%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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RQIIX vs. SCHD - Expense Ratio Comparison
RQIIX has a 1.80% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RQIIX vs. SCHD — Risk-Adjusted Performance Rank
RQIIX
SCHD
RQIIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RESQ Strategic Income Fund (RQIIX) 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
RQIIX vs. SCHD - Dividend Comparison
RQIIX's dividend yield for the trailing twelve months is around 2.33%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RQIIX RESQ Strategic Income Fund | 2.33% | 2.93% | 1.90% | 1.02% | 0.00% | 0.39% | 0.78% | 1.23% | 1.01% | 0.21% | 0.50% | 6.06% |
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
RQIIX vs. SCHD - Drawdown Comparison
The maximum RQIIX drawdown since its inception was -34.84%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RQIIX and SCHD.
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Volatility
RQIIX vs. SCHD - Volatility Comparison
The current volatility for RESQ Strategic Income Fund (RQIIX) is 1.95%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that RQIIX 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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