SCHV vs. DJD
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Invesco Dow Jones Industrial Average Dividend ETF (DJD).
SCHV and DJD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009. DJD is a passively managed fund by Invesco that tracks the performance of the Dow Jones Industrial Average Yield Weight. It was launched on Dec 16, 2015. Both SCHV and DJD 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: SCHV or DJD.
Correlation
The correlation between SCHV and DJD is 0.84, 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
SCHV vs. DJD - Performance Comparison
Key characteristics
SCHV:
0.61
DJD:
0.72
SCHV:
0.94
DJD:
1.10
SCHV:
1.13
DJD:
1.15
SCHV:
0.63
DJD:
0.84
SCHV:
2.55
DJD:
3.32
SCHV:
3.78%
DJD:
3.12%
SCHV:
15.79%
DJD:
14.35%
SCHV:
-37.08%
DJD:
-34.66%
SCHV:
-9.76%
DJD:
-8.59%
Returns By Period
In the year-to-date period, SCHV achieves a -3.29% return, which is significantly lower than DJD's -1.80% return.
SCHV
-3.29%
-5.00%
-6.05%
8.07%
15.65%
11.19%
DJD
-1.80%
-5.68%
-4.57%
9.27%
12.95%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCHV vs. DJD - Expense Ratio Comparison
SCHV has a 0.04% expense ratio, which is lower than DJD's 0.07% 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
SCHV vs. DJD — Risk-Adjusted Performance Rank
SCHV
DJD
SCHV vs. DJD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value ETF (SCHV) and Invesco Dow Jones Industrial Average Dividend ETF (DJD). 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
SCHV vs. DJD - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 2.38%, less than DJD's 2.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 2.38% | 2.25% | 2.42% | 2.38% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 3.96% | 2.69% | 2.38% |
DJD Invesco Dow Jones Industrial Average Dividend ETF | 2.95% | 3.00% | 3.49% | 3.16% | 2.82% | 3.47% | 2.80% | 2.66% | 3.26% | 3.65% | 0.16% | 0.00% |
Drawdowns
SCHV vs. DJD - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, which is greater than DJD's maximum drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for SCHV and DJD. For additional features, visit the drawdowns tool.
Volatility
SCHV vs. DJD - Volatility Comparison
Schwab U.S. Large-Cap Value ETF (SCHV) has a higher volatility of 11.62% compared to Invesco Dow Jones Industrial Average Dividend ETF (DJD) at 9.59%. This indicates that SCHV's price experiences larger fluctuations and is considered to be riskier than DJD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.