SCHD vs. SCHP
Compare and contrast key facts about Schwab US Dividend Equity ETF (SCHD) and Schwab U.S. TIPS ETF (SCHP).
SCHD and SCHP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both SCHD and SCHP 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: SCHD or SCHP.
Correlation
The correlation between SCHD and SCHP is -0.07. 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.
Performance
SCHD vs. SCHP - Performance Comparison
Key characteristics
SCHD:
0.21
SCHP:
1.44
SCHD:
0.40
SCHP:
2.04
SCHD:
1.05
SCHP:
1.26
SCHD:
0.21
SCHP:
0.63
SCHD:
0.77
SCHP:
4.35
SCHD:
4.32%
SCHP:
1.54%
SCHD:
15.97%
SCHP:
4.64%
SCHD:
-33.37%
SCHP:
-14.26%
SCHD:
-12.33%
SCHP:
-4.50%
Returns By Period
In the year-to-date period, SCHD achieves a -6.12% return, which is significantly lower than SCHP's 3.03% return. Over the past 10 years, SCHD has outperformed SCHP with an annualized return of 10.20%, while SCHP has yielded a comparatively lower 2.23% annualized return.
SCHD
-6.12%
-8.69%
-8.46%
1.83%
12.95%
10.20%
SCHP
3.03%
0.14%
1.84%
6.56%
1.46%
2.23%
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SCHD vs. SCHP - Expense Ratio Comparison
SCHD has a 0.06% expense ratio, which is higher than SCHP's 0.05% expense ratio. However, 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
SCHD vs. SCHP — Risk-Adjusted Performance Rank
SCHD
SCHP
SCHD vs. SCHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and Schwab U.S. TIPS ETF (SCHP). 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
SCHD vs. SCHP - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 4.09%, more than SCHP's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 4.09% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
SCHP Schwab U.S. TIPS ETF | 3.20% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
Drawdowns
SCHD vs. SCHP - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for SCHD and SCHP. For additional features, visit the drawdowns tool.
Volatility
SCHD vs. SCHP - Volatility Comparison
Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 11.16% compared to Schwab U.S. TIPS ETF (SCHP) at 2.16%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.