SDY vs. SCHD
Compare and contrast key facts about SPDR S&P Dividend ETF (SDY) and Schwab US Dividend Equity ETF (SCHD).
SDY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005. 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. Both SDY and SCHD 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: SDY or SCHD.
Correlation
The correlation between SDY and SCHD is 0.92, 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
SDY vs. SCHD - Performance Comparison
Key characteristics
SDY:
0.92
SCHD:
1.02
SDY:
1.31
SCHD:
1.51
SDY:
1.16
SCHD:
1.18
SDY:
1.24
SCHD:
1.55
SDY:
4.79
SCHD:
5.23
SDY:
1.98%
SCHD:
2.21%
SDY:
10.33%
SCHD:
11.28%
SDY:
-54.75%
SCHD:
-33.37%
SDY:
-7.65%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, SDY achieves a 8.32% return, which is significantly lower than SCHD's 10.68% return. Over the past 10 years, SDY has underperformed SCHD with an annualized return of 8.85%, while SCHD has yielded a comparatively higher 10.89% annualized return.
SDY
8.32%
-5.24%
4.43%
8.76%
7.12%
8.85%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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SDY vs. SCHD - Expense Ratio Comparison
SDY has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SDY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Dividend ETF (SDY) 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
SDY vs. SCHD - Dividend Comparison
SDY's dividend yield for the trailing twelve months is around 2.36%, less than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDY SPDR S&P Dividend ETF | 2.36% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% | 4.74% | 3.95% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
SDY vs. SCHD - Drawdown Comparison
The maximum SDY drawdown since its inception was -54.75%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SDY and SCHD. For additional features, visit the drawdowns tool.
Volatility
SDY vs. SCHD - Volatility Comparison
SPDR S&P Dividend ETF (SDY) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.42% and 3.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.