Correlation
The correlation between RYH and SCHD is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
RYH vs. SCHD
Compare and contrast key facts about Invesco S&P 500® Equal Weight Health Care ETF (RYH) and Schwab US Dividend Equity ETF (SCHD).
RYH and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RYH is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index Health Care. It was launched on Nov 7, 2006. 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. Both RYH and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYH or SCHD.
Performance
RYH vs. SCHD - Performance Comparison
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Key characteristics
Returns By Period
RYH
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-3.05%
0.73%
-8.88%
4.08%
4.05%
11.62%
10.79%
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RYH vs. SCHD - Expense Ratio Comparison
RYH has a 0.40% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
RYH vs. SCHD — Risk-Adjusted Performance Rank
RYH
SCHD
RYH vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Health Care ETF (RYH) 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
RYH vs. SCHD - Dividend Comparison
RYH has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.96%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYH Invesco S&P 500® Equal Weight Health Care ETF | 0.00% | 0.00% | 0.69% | 0.64% | 0.50% | 0.51% | 0.54% | 0.53% | 0.47% | 0.48% | 0.49% | 0.43% |
SCHD Schwab US Dividend Equity ETF | 3.96% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
RYH vs. SCHD - Drawdown Comparison
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Volatility
RYH vs. SCHD - Volatility Comparison
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