SGOV vs. SCHD
Compare and contrast key facts about iShares 0-3 Month Treasury Bond ETF (SGOV) and Schwab US Dividend Equity ETF (SCHD).
SGOV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020. 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 SGOV 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: SGOV or SCHD.
Correlation
The correlation between SGOV and SCHD is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SGOV vs. SCHD - Performance Comparison
Key characteristics
SGOV:
21.24
SCHD:
0.23
SGOV:
484.27
SCHD:
0.43
SGOV:
485.27
SCHD:
1.06
SGOV:
496.03
SCHD:
0.23
SGOV:
7,874.19
SCHD:
0.84
SGOV:
0.00%
SCHD:
4.38%
SGOV:
0.23%
SCHD:
15.99%
SGOV:
-0.03%
SCHD:
-33.37%
SGOV:
0.00%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, SGOV achieves a 1.31% return, which is significantly higher than SCHD's -5.04% return.
SGOV
1.31%
0.34%
2.19%
4.91%
N/A
N/A
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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SGOV vs. SCHD - Expense Ratio Comparison
SGOV has a 0.03% 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
SGOV vs. SCHD — Risk-Adjusted Performance Rank
SGOV
SCHD
SGOV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) 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
SGOV vs. SCHD - Dividend Comparison
SGOV's dividend yield for the trailing twelve months is around 4.79%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV iShares 0-3 Month Treasury Bond ETF | 4.79% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SGOV vs. SCHD - Drawdown Comparison
The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SGOV and SCHD. For additional features, visit the drawdowns tool.
Volatility
SGOV vs. SCHD - Volatility Comparison
The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.06%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.25%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.