SGLC vs. SCHD
Compare and contrast key facts about SGI U.S. Large Cap Core ETF (SGLC) and Schwab US Dividend Equity ETF (SCHD).
SGLC and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGLC is an actively managed fund by Summit Global Investments. It was launched on Mar 30, 2023. 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: SGLC or SCHD.
Correlation
The correlation between SGLC and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SGLC vs. SCHD - Performance Comparison
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Key characteristics
SGLC:
0.09
SCHD:
0.08
SGLC:
0.29
SCHD:
0.32
SGLC:
1.04
SCHD:
1.04
SGLC:
0.10
SCHD:
0.15
SGLC:
0.36
SCHD:
0.49
SGLC:
5.81%
SCHD:
4.96%
SGLC:
21.01%
SCHD:
16.03%
SGLC:
-20.24%
SCHD:
-33.37%
SGLC:
-9.96%
SCHD:
-11.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with SGLC having a -4.80% return and SCHD slightly lower at -4.97%.
SGLC
-4.80%
6.91%
-7.74%
1.40%
N/A
N/A
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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SGLC vs. SCHD - Expense Ratio Comparison
SGLC has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SGLC vs. SCHD — Risk-Adjusted Performance Rank
SGLC
SCHD
SGLC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Cap Core ETF (SGLC) 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.
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Dividends
SGLC vs. SCHD - Dividend Comparison
SGLC's dividend yield for the trailing twelve months is around 9.12%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGLC SGI U.S. Large Cap Core ETF | 9.12% | 8.68% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SGLC vs. SCHD - Drawdown Comparison
The maximum SGLC drawdown since its inception was -20.24%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SGLC and SCHD. For additional features, visit the drawdowns tool.
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Volatility
SGLC vs. SCHD - Volatility Comparison
SGI U.S. Large Cap Core ETF (SGLC) has a higher volatility of 6.94% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that SGLC'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.
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