SFLR vs. SCHB
Compare and contrast key facts about Innovator Equity Managed Floor ETF (SFLR) and Schwab U.S. Broad Market ETF (SCHB).
SFLR and SCHB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFLR is an actively managed fund by Innovator. It was launched on Nov 8, 2022. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFLR or SCHB.
Correlation
The correlation between SFLR and SCHB is 0.93, 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
SFLR vs. SCHB - Performance Comparison
Key characteristics
SFLR:
0.70
SCHB:
0.58
SFLR:
1.00
SCHB:
0.93
SFLR:
1.14
SCHB:
1.14
SFLR:
0.68
SCHB:
0.58
SFLR:
2.26
SCHB:
2.23
SFLR:
3.68%
SCHB:
5.03%
SFLR:
11.81%
SCHB:
19.39%
SFLR:
-12.13%
SCHB:
-35.27%
SFLR:
-7.15%
SCHB:
-9.04%
Returns By Period
In the year-to-date period, SFLR achieves a -3.56% return, which is significantly higher than SCHB's -4.83% return.
SFLR
-3.56%
5.43%
-1.61%
6.52%
N/A
N/A
SCHB
-4.83%
10.63%
-3.00%
8.82%
15.51%
11.58%
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SFLR vs. SCHB - Expense Ratio Comparison
SFLR has a 0.89% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
SFLR vs. SCHB — Risk-Adjusted Performance Rank
SFLR
SCHB
SFLR vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Managed Floor ETF (SFLR) and Schwab U.S. Broad Market ETF (SCHB). 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
SFLR vs. SCHB - Dividend Comparison
SFLR's dividend yield for the trailing twelve months is around 0.43%, less than SCHB's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFLR Innovator Equity Managed Floor ETF | 0.43% | 0.42% | 1.16% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.32% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
SFLR vs. SCHB - Drawdown Comparison
The maximum SFLR drawdown since its inception was -12.13%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for SFLR and SCHB. For additional features, visit the drawdowns tool.
Volatility
SFLR vs. SCHB - Volatility Comparison
The current volatility for Innovator Equity Managed Floor ETF (SFLR) is 4.61%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 11.20%. This indicates that SFLR experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.