SFY vs. SCHD
Compare and contrast key facts about SoFi Select 500 ETF (SFY) and Schwab US Dividend Equity ETF (SCHD).
SFY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SFY is a passively managed fund by Toroso Investments that tracks the performance of the Solactive SoFi US 500 Growth Index. It was launched on Apr 11, 2019. 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 SFY 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: SFY or SCHD.
Key characteristics
| SFY | SCHD | |
|---|---|---|
| YTD Return | 9.33% | 3.59% |
| 1Y Return | 30.34% | 14.88% |
| 3Y Return (Ann) | 7.94% | 3.84% |
| 5Y Return (Ann) | 14.69% | 12.18% |
| Sharpe Ratio | 2.47 | 1.27 |
| Daily Std Dev | 12.43% | 11.22% |
| Max Drawdown | -33.25% | -33.37% |
| Current Drawdown | -0.59% | -2.95% |
Correlation
The correlation between SFY and SCHD is 0.78, 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
SFY vs. SCHD - Performance Comparison
In the year-to-date period, SFY achieves a 9.33% return, which is significantly higher than SCHD's 3.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SFY vs. SCHD - Expense Ratio Comparison
SFY has a 0.00% expense ratio, which is lower than SCHD's 0.06% 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
SFY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) 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
SFY vs. SCHD - Dividend Comparison
SFY's dividend yield for the trailing twelve months is around 1.28%, less than SCHD's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFY SoFi Select 500 ETF | 1.28% | 1.40% | 1.61% | 0.90% | 1.18% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.42% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
SFY vs. SCHD - Drawdown Comparison
The maximum SFY drawdown since its inception was -33.25%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SFY and SCHD. For additional features, visit the drawdowns tool.
Volatility
SFY vs. SCHD - Volatility Comparison
SoFi Select 500 ETF (SFY) has a higher volatility of 4.60% compared to Schwab US Dividend Equity ETF (SCHD) at 3.59%. This indicates that SFY'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.