SGA vs. SCHD
Compare and contrast key facts about Saga Communications, Inc. (SGA) and Schwab US Dividend Equity ETF (SCHD).
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: SGA or SCHD.
Correlation
The correlation between SGA and SCHD is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SGA vs. SCHD - Performance Comparison
Key characteristics
SGA:
-1.53
SCHD:
1.27
SGA:
-2.35
SCHD:
1.87
SGA:
0.72
SCHD:
1.22
SGA:
-0.64
SCHD:
1.82
SGA:
-1.27
SCHD:
4.66
SGA:
34.49%
SCHD:
3.11%
SGA:
28.39%
SCHD:
11.39%
SGA:
-96.84%
SCHD:
-33.37%
SGA:
-64.59%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, SGA achieves a 12.29% return, which is significantly higher than SCHD's 3.66% return. Over the past 10 years, SGA has underperformed SCHD with an annualized return of -5.79%, while SCHD has yielded a comparatively higher 11.25% annualized return.
SGA
12.29%
2.96%
-14.78%
-43.32%
-8.63%
-5.79%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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Risk-Adjusted Performance
SGA vs. SCHD — Risk-Adjusted Performance Rank
SGA
SCHD
SGA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Saga Communications, Inc. (SGA) 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
SGA vs. SCHD - Dividend Comparison
SGA's dividend yield for the trailing twelve months is around 13.18%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGA Saga Communications, Inc. | 13.18% | 14.51% | 13.48% | 20.59% | 4.05% | 1.33% | 3.95% | 4.36% | 4.94% | 2.58% | 2.86% | 4.14% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SGA vs. SCHD - Drawdown Comparison
The maximum SGA drawdown since its inception was -96.84%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SGA and SCHD. For additional features, visit the drawdowns tool.
Volatility
SGA vs. SCHD - Volatility Comparison
Saga Communications, Inc. (SGA) has a higher volatility of 5.62% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that SGA'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.