SCBFY vs. SCHD
Compare and contrast key facts about Standard Chartered PLC (SCBFY) 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: SCBFY or SCHD.
Correlation
The correlation between SCBFY and SCHD is 0.45, 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
SCBFY vs. SCHD - Performance Comparison
Key characteristics
SCBFY:
3.55
SCHD:
1.27
SCBFY:
4.18
SCHD:
1.87
SCBFY:
1.57
SCHD:
1.22
SCBFY:
4.59
SCHD:
1.82
SCBFY:
26.88
SCHD:
4.66
SCBFY:
3.91%
SCHD:
3.11%
SCBFY:
29.64%
SCHD:
11.39%
SCBFY:
-55.03%
SCHD:
-33.37%
SCBFY:
0.00%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, SCBFY achieves a 18.44% return, which is significantly higher than SCHD's 3.66% return.
SCBFY
18.44%
9.40%
47.75%
102.59%
15.42%
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SCBFY vs. SCHD — Risk-Adjusted Performance Rank
SCBFY
SCHD
SCBFY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Standard Chartered PLC (SCBFY) 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
SCBFY vs. SCHD - Dividend Comparison
SCBFY's dividend yield for the trailing twelve months is around 2.03%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCBFY Standard Chartered PLC | 2.03% | 2.40% | 2.36% | 1.74% | 1.95% | 3.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SCBFY vs. SCHD - Drawdown Comparison
The maximum SCBFY drawdown since its inception was -55.03%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SCBFY and SCHD. For additional features, visit the drawdowns tool.
Volatility
SCBFY vs. SCHD - Volatility Comparison
Standard Chartered PLC (SCBFY) has a higher volatility of 6.22% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that SCBFY'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.