RR vs. SCHD
RR (Richtech Robotics Inc. Class B Common Stock) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past year, RR returned -1.55% vs 23.21% for SCHD. At a 0.15 correlation, their price movements are largely independent.
Performance
RR vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, RR achieves a -40.87% return, which is significantly lower than SCHD's 16.62% return.
RR
- 1D
- -5.45%
- 1M
- -28.73%
- YTD
- -40.87%
- 6M
- -47.67%
- 1Y
- -1.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- -0.94%
- 1M
- -3.38%
- YTD
- 16.62%
- 6M
- 15.65%
- 1Y
- 23.21%
- 3Y*
- 14.25%
- 5Y*
- 8.36%
- 10Y*
- 12.62%
RR vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RR Richtech Robotics Inc. Class B Common Stock | -40.87% | 19.63% | -54.62% | 19.00% |
SCHD Schwab U.S. Dividend Equity ETF | 16.62% | 4.34% | 11.66% | 8.68% |
Correlation
The correlation between RR and SCHD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 2023 | 0.15 |
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Return for Risk
RR vs. SCHD — Risk / Return Rank
RR
SCHD
RR vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Richtech Robotics Inc. Class B Common Stock (RR) 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.
| RR | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 5.05 | -5.07 |
| Martin ratioReturn relative to average drawdown | -0.03 | 12.16 | -12.19 |
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Drawdowns
RR vs. SCHD - Drawdown Comparison
The maximum RR drawdown since its inception was -96.67%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RR and SCHD.
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Drawdown Indicators
| RR | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.67% | -33.37% | -63.30% |
Max Drawdown (1Y)Largest decline over 1 year | -73.37% | -4.61% | -68.76% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -82.79% | -3.38% | -79.41% |
Average DrawdownAverage peak-to-trough decline | -74.81% | -3.31% | -71.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 47.28% | 1.92% | +45.36% |
Volatility
RR vs. SCHD - Volatility Comparison
Richtech Robotics Inc. Class B Common Stock (RR) has a higher volatility of 29.02% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.13%. This indicates that RR'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.
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Volatility by Period
| RR | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.02% | 3.13% | +25.89% |
Volatility (6M)Calculated over the trailing 6-month period | 77.67% | 7.80% | +69.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 118.81% | 11.12% | +107.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 163.02% | 14.36% | +148.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 163.02% | 16.71% | +146.31% |
Dividends
RR vs. SCHD - Dividend Comparison
RR has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.33%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RR Richtech Robotics Inc. Class B Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.33% | 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
RR and SCHD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RR has higher volatility (29.02%) compared to SCHD (3.13%). In terms of maximum drawdown, RR dropped -96.67% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.10 vs -0.01), 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.
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