PortfoliosLab logo
RSSS vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RSSS and SCHD is 0.07, 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

RSSS vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Research Solutions, Inc. (RSSS) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

RSSS:

0.10

SCHD:

0.35

Sortino Ratio

RSSS:

0.38

SCHD:

0.56

Omega Ratio

RSSS:

1.04

SCHD:

1.07

Calmar Ratio

RSSS:

0.03

SCHD:

0.33

Martin Ratio

RSSS:

0.08

SCHD:

0.99

Ulcer Index

RSSS:

18.24%

SCHD:

5.36%

Daily Std Dev

RSSS:

46.21%

SCHD:

16.40%

Max Drawdown

RSSS:

-86.93%

SCHD:

-33.37%

Current Drawdown

RSSS:

-33.49%

SCHD:

-9.75%

Returns By Period

In the year-to-date period, RSSS achieves a -33.49% return, which is significantly lower than SCHD's -3.35% return. Both investments have delivered pretty close results over the past 10 years, with RSSS having a 10.15% annualized return and SCHD not far ahead at 10.58%.


RSSS

YTD

-33.49%

1M

-0.72%

6M

-20.46%

1Y

5.75%

3Y*

10.78%

5Y*

-1.85%

10Y*

10.15%

SCHD

YTD

-3.35%

1M

1.79%

6M

-9.75%

1Y

3.76%

3Y*

3.71%

5Y*

12.22%

10Y*

10.58%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Research Solutions, Inc.

Schwab US Dividend Equity ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

RSSS vs. SCHD — Risk-Adjusted Performance Rank

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

RSSS
The Risk-Adjusted Performance Rank of RSSS is 5050
Overall Rank
The Sharpe Ratio Rank of RSSS is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of RSSS is 4747
Sortino Ratio Rank
The Omega Ratio Rank of RSSS is 4545
Omega Ratio Rank
The Calmar Ratio Rank of RSSS is 5252
Calmar Ratio Rank
The Martin Ratio Rank of RSSS is 5151
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 3232
Overall Rank
The Sharpe Ratio Rank of SCHD is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 3030
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 3030
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3636
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RSSS vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Research Solutions, Inc. (RSSS) 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.


The current RSSS Sharpe Ratio is 0.10, which is lower than the SCHD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of RSSS and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

RSSS vs. SCHD - Dividend Comparison

RSSS has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.


TTM20242023202220212020201920182017201620152014
RSSS
Research Solutions, Inc.
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 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

RSSS vs. SCHD - Drawdown Comparison

The maximum RSSS drawdown since its inception was -86.93%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RSSS and SCHD.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

RSSS vs. SCHD - Volatility Comparison

Research Solutions, Inc. (RSSS) has a higher volatility of 15.03% compared to Schwab US Dividend Equity ETF (SCHD) at 4.90%. This indicates that RSSS'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.


Loading data...