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:
1.69
WPC:
0.89
SCHP:
2.44
WPC:
1.36
SCHP:
1.30
WPC:
1.17
SCHP:
0.70
WPC:
0.57
SCHP:
4.98
WPC:
2.54
SCHP:
1.51%
WPC:
7.17%
SCHP:
4.45%
WPC:
20.49%
SCHP:
-14.26%
WPC:
-52.45%
SCHP:
-2.95%
WPC:
-17.04%
Returns By Period
In the year-to-date period, SCHP achieves a 4.70% return, which is significantly lower than WPC's 14.29% return. Over the past 10 years, SCHP has underperformed WPC with an annualized return of 2.44%, while WPC has yielded a comparatively higher 5.10% annualized return.
SCHP
4.70%
1.27%
1.91%
7.52%
1.95%
2.44%
WPC
14.29%
-3.41%
3.74%
18.67%
10.89%
5.10%
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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 3.15%, less than WPC's 5.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHP Schwab U.S. TIPS ETF | 3.15% | 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. | 5.73% | 6.41% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 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 1.30%, while W. P. Carey Inc. (WPC) has a volatility of 5.67%. 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.