RSBT vs. SCHD
Compare and contrast key facts about Return Stacked Bonds & Managed Futures ETF (RSBT) and Schwab US Dividend Equity ETF (SCHD).
RSBT and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSBT is an actively managed fund by Return Stacked. It was launched on Feb 7, 2023. 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: RSBT or SCHD.
Correlation
The correlation between RSBT and SCHD is 0.28, 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.
Performance
RSBT vs. SCHD - Performance Comparison
Key characteristics
RSBT:
-0.19
SCHD:
1.12
RSBT:
-0.16
SCHD:
1.66
RSBT:
0.98
SCHD:
1.20
RSBT:
-0.14
SCHD:
1.59
RSBT:
-0.41
SCHD:
5.29
RSBT:
6.47%
SCHD:
2.39%
RSBT:
14.00%
SCHD:
11.23%
RSBT:
-18.78%
SCHD:
-33.37%
RSBT:
-16.28%
SCHD:
-5.70%
Returns By Period
In the year-to-date period, RSBT achieves a -1.86% return, which is significantly lower than SCHD's 12.76% return.
RSBT
-1.86%
0.53%
-7.58%
-4.28%
N/A
N/A
SCHD
12.76%
-5.44%
9.08%
12.54%
11.19%
11.00%
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RSBT vs. SCHD - Expense Ratio Comparison
RSBT has a 0.97% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RSBT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Bonds & Managed Futures ETF (RSBT) 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
RSBT vs. SCHD - Dividend Comparison
RSBT has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSBT Return Stacked Bonds & Managed Futures ETF | 0.00% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.61% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
RSBT vs. SCHD - Drawdown Comparison
The maximum RSBT drawdown since its inception was -18.78%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RSBT and SCHD. For additional features, visit the drawdowns tool.
Volatility
RSBT vs. SCHD - Volatility Comparison
The current volatility for Return Stacked Bonds & Managed Futures ETF (RSBT) is 2.86%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.47%. This indicates that RSBT 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.