SBUX vs. SCHD
Compare and contrast key facts about Starbucks Corporation (SBUX) and Schwab US Dividend Equity ETF (SCHD).
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: SBUX or SCHD.
Correlation
The correlation between SBUX and SCHD is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SBUX vs. SCHD - Performance Comparison
Key characteristics
SBUX:
-0.06
SCHD:
0.23
SBUX:
0.24
SCHD:
0.43
SBUX:
1.04
SCHD:
1.06
SBUX:
-0.06
SCHD:
0.23
SBUX:
-0.22
SCHD:
0.84
SBUX:
11.24%
SCHD:
4.38%
SBUX:
43.34%
SCHD:
15.99%
SBUX:
-81.91%
SCHD:
-33.37%
SBUX:
-27.68%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, SBUX achieves a -7.60% return, which is significantly lower than SCHD's -5.04% return. Over the past 10 years, SBUX has underperformed SCHD with an annualized return of 7.23%, while SCHD has yielded a comparatively higher 10.35% annualized return.
SBUX
-7.60%
-12.54%
-12.67%
-3.10%
4.34%
7.23%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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Risk-Adjusted Performance
SBUX vs. SCHD — Risk-Adjusted Performance Rank
SBUX
SCHD
SBUX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) 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
SBUX vs. SCHD - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.81%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 2.81% | 2.54% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 0.87% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SBUX vs. SCHD - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SBUX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SBUX vs. SCHD - Volatility Comparison
Starbucks Corporation (SBUX) has a higher volatility of 19.50% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that SBUX'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.