SCHAX vs. SCHD
Compare and contrast key facts about Franklin Multi-Asset Growth Fund (SCHAX) and Schwab US Dividend Equity ETF (SCHD).
SCHAX is managed by Franklin Templeton. It was launched on Feb 4, 1996. 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: SCHAX or SCHD.
Correlation
The correlation between SCHAX and SCHD is 0.85, 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.
Performance
SCHAX vs. SCHD - Performance Comparison
Key characteristics
SCHAX:
0.85
SCHD:
1.23
SCHAX:
1.17
SCHD:
1.82
SCHAX:
1.16
SCHD:
1.21
SCHAX:
1.05
SCHD:
1.76
SCHAX:
3.83
SCHD:
4.51
SCHAX:
2.72%
SCHD:
3.11%
SCHAX:
12.26%
SCHD:
11.39%
SCHAX:
-59.27%
SCHD:
-33.37%
SCHAX:
-5.01%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, SCHAX achieves a 2.86% return, which is significantly lower than SCHD's 3.26% return. Over the past 10 years, SCHAX has underperformed SCHD with an annualized return of 1.41%, while SCHD has yielded a comparatively higher 11.15% annualized return.
SCHAX
2.86%
-0.94%
1.02%
8.63%
3.80%
1.41%
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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SCHAX vs. SCHD - Expense Ratio Comparison
SCHAX has a 0.43% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SCHAX vs. SCHD — Risk-Adjusted Performance Rank
SCHAX
SCHD
SCHAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Growth Fund (SCHAX) 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
SCHAX vs. SCHD - Dividend Comparison
SCHAX's dividend yield for the trailing twelve months is around 1.15%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHAX Franklin Multi-Asset Growth Fund | 1.15% | 1.18% | 1.04% | 1.81% | 3.61% | 1.02% | 1.42% | 2.07% | 1.23% | 1.02% | 0.94% | 1.09% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SCHAX vs. SCHD - Drawdown Comparison
The maximum SCHAX drawdown since its inception was -59.27%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SCHAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SCHAX vs. SCHD - Volatility Comparison
Franklin Multi-Asset Growth Fund (SCHAX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.13% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.