SGRP vs. SCHD
Compare and contrast key facts about SPAR Group, Inc. (SGRP) 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: SGRP or SCHD.
Correlation
The correlation between SGRP and SCHD is 0.10, 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
SGRP vs. SCHD - Performance Comparison
Key characteristics
SGRP:
0.78
SCHD:
1.19
SGRP:
2.18
SCHD:
1.76
SGRP:
1.33
SCHD:
1.21
SGRP:
0.80
SCHD:
1.70
SGRP:
3.08
SCHD:
4.36
SGRP:
25.11%
SCHD:
3.10%
SGRP:
98.99%
SCHD:
11.38%
SGRP:
-99.23%
SCHD:
-33.37%
SGRP:
-93.44%
SCHD:
-3.68%
Returns By Period
In the year-to-date period, SGRP achieves a -4.12% return, which is significantly lower than SCHD's 3.15% return. Over the past 10 years, SGRP has underperformed SCHD with an annualized return of 2.45%, while SCHD has yielded a comparatively higher 11.18% annualized return.
SGRP
-4.12%
1.64%
14.11%
78.69%
7.62%
2.45%
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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Risk-Adjusted Performance
SGRP vs. SCHD — Risk-Adjusted Performance Rank
SGRP
SCHD
SGRP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPAR Group, Inc. (SGRP) 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
SGRP vs. SCHD - Dividend Comparison
SGRP has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRP SPAR Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SGRP vs. SCHD - Drawdown Comparison
The maximum SGRP drawdown since its inception was -99.23%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SGRP and SCHD. For additional features, visit the drawdowns tool.
Volatility
SGRP vs. SCHD - Volatility Comparison
SPAR Group, Inc. (SGRP) has a higher volatility of 9.10% compared to Schwab US Dividend Equity ETF (SCHD) at 3.33%. This indicates that SGRP'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.