SCHP vs. WPC
Compare and contrast key facts about Schwab U.S. TIPS ETF (SCHP) and W. P. Carey Inc. (WPC).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHP or WPC.
Correlation
The correlation between SCHP and WPC is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SCHP vs. WPC - Performance Comparison
Key characteristics
SCHP:
0.66
WPC:
-0.49
SCHP:
0.93
WPC:
-0.55
SCHP:
1.11
WPC:
0.93
SCHP:
0.28
WPC:
-0.32
SCHP:
1.92
WPC:
-0.93
SCHP:
1.55%
WPC:
10.92%
SCHP:
4.51%
WPC:
20.81%
SCHP:
-14.26%
WPC:
-52.45%
SCHP:
-6.88%
WPC:
-25.66%
Returns By Period
In the year-to-date period, SCHP achieves a 0.46% return, which is significantly lower than WPC's 2.40% return. Over the past 10 years, SCHP has underperformed WPC with an annualized return of 2.02%, while WPC has yielded a comparatively higher 3.60% annualized return.
SCHP
0.46%
0.62%
0.84%
2.92%
1.78%
2.02%
WPC
2.40%
4.52%
-2.68%
-9.62%
-1.82%
3.60%
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
SCHP vs. WPC — Risk-Adjusted Performance Rank
SCHP
WPC
SCHP vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and W. P. Carey Inc. (WPC). 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
SCHP vs. WPC - Dividend Comparison
SCHP's dividend yield for the trailing twelve months is around 2.98%, less than WPC's 6.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHP Schwab U.S. TIPS ETF | 2.98% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
WPC W. P. Carey Inc. | 6.26% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
Drawdowns
SCHP vs. WPC - Drawdown Comparison
The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum WPC drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for SCHP and WPC. For additional features, visit the drawdowns tool.
Volatility
SCHP vs. WPC - Volatility Comparison
The current volatility for Schwab U.S. TIPS ETF (SCHP) is 1.32%, while W. P. Carey Inc. (WPC) has a volatility of 6.12%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.