Correlation
The correlation between SCHP and SCHD is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
SCHP vs. SCHD
Compare and contrast key facts about Schwab U.S. TIPS ETF (SCHP) and Schwab US Dividend Equity ETF (SCHD).
SCHP and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010. 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 SCHP 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: SCHP or SCHD.
Performance
SCHP vs. SCHD - Performance Comparison
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Key characteristics
SCHP:
1.15
SCHD:
0.29
SCHP:
1.52
SCHD:
0.46
SCHP:
1.19
SCHD:
1.06
SCHP:
0.54
SCHD:
0.25
SCHP:
3.29
SCHD:
0.76
SCHP:
1.60%
SCHD:
5.29%
SCHP:
4.79%
SCHD:
16.47%
SCHP:
-14.26%
SCHD:
-33.37%
SCHP:
-4.64%
SCHD:
-10.19%
Returns By Period
In the year-to-date period, SCHP achieves a 2.88% return, which is significantly higher than SCHD's -3.83% return. Over the past 10 years, SCHP has underperformed SCHD with an annualized return of 2.37%, while SCHD has yielded a comparatively higher 10.50% annualized return.
SCHP
2.88%
-0.97%
1.58%
5.46%
0.48%
1.43%
2.37%
SCHD
-3.83%
0.97%
-9.92%
4.76%
3.30%
12.11%
10.50%
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SCHP vs. SCHD - Expense Ratio Comparison
SCHP has a 0.05% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHP vs. SCHD — Risk-Adjusted Performance Rank
SCHP
SCHD
SCHP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) 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
SCHP vs. SCHD - Dividend Comparison
SCHP's dividend yield for the trailing twelve months is around 3.29%, less than SCHD's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHP Schwab U.S. TIPS ETF | 3.29% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
SCHD Schwab US Dividend Equity ETF | 3.99% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SCHP vs. SCHD - Drawdown Comparison
The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SCHP and SCHD.
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Volatility
SCHP vs. SCHD - Volatility Comparison
The current volatility for Schwab U.S. TIPS ETF (SCHP) is 1.63%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.89%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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