SDIVX vs. SCHD
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and Schwab US Dividend Equity ETF (SCHD).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDIVX or SCHD.
Correlation
The correlation between SDIVX and SCHD is 0.74, 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
SDIVX vs. SCHD - Performance Comparison
Key characteristics
SDIVX:
-0.60
SCHD:
0.23
SDIVX:
-0.49
SCHD:
0.43
SDIVX:
0.83
SCHD:
1.06
SDIVX:
-0.62
SCHD:
0.23
SDIVX:
-2.45
SCHD:
0.84
SDIVX:
7.69%
SCHD:
4.38%
SDIVX:
31.44%
SCHD:
15.99%
SDIVX:
-59.45%
SCHD:
-33.37%
SDIVX:
-30.44%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, SDIVX achieves a -24.36% return, which is significantly lower than SCHD's -5.04% return. Over the past 10 years, SDIVX has underperformed SCHD with an annualized return of 0.76%, while SCHD has yielded a comparatively higher 10.35% annualized return.
SDIVX
-24.36%
-29.39%
-25.70%
-19.89%
1.84%
0.76%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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SDIVX vs. SCHD - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SDIVX vs. SCHD — Risk-Adjusted Performance Rank
SDIVX
SCHD
SDIVX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) 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.
Dividends
SDIVX vs. SCHD - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 7.22%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 7.22% | 4.53% | 6.75% | 5.34% | 6.26% | 3.01% | 2.62% | 2.75% | 2.51% | 2.34% | 2.92% | 2.35% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SDIVX vs. SCHD - Drawdown Comparison
The maximum SDIVX drawdown since its inception was -59.45%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SDIVX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SDIVX vs. SCHD - Volatility Comparison
Stock Dividend Fund (SDIVX) has a higher volatility of 34.66% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.