SHE vs. SCHX
Compare and contrast key facts about SPDR SSGA Gender Diversity Index ETF (SHE) and Schwab U.S. Large-Cap ETF (SCHX).
SHE and SCHX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHE is a passively managed fund by State Street that tracks the performance of the SSGA Gender Diversity (TR). It was launched on Mar 7, 2016. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009. Both SHE and SCHX 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: SHE or SCHX.
Correlation
The correlation between SHE and SCHX is 0.92, 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
SHE vs. SCHX - Performance Comparison
Key characteristics
SHE:
2.01
SCHX:
2.04
SHE:
2.83
SCHX:
2.71
SHE:
1.37
SCHX:
1.37
SHE:
2.84
SCHX:
3.07
SHE:
10.85
SCHX:
12.57
SHE:
2.29%
SCHX:
2.09%
SHE:
12.33%
SCHX:
12.91%
SHE:
-35.80%
SCHX:
-34.33%
SHE:
-0.03%
SCHX:
0.00%
Returns By Period
In the year-to-date period, SHE achieves a 6.43% return, which is significantly higher than SCHX's 4.40% return.
SHE
6.43%
4.87%
11.52%
23.32%
10.51%
N/A
SCHX
4.40%
2.07%
10.49%
24.80%
16.09%
15.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHE vs. SCHX - Expense Ratio Comparison
SHE has a 0.20% expense ratio, which is higher than SCHX's 0.03% expense ratio. However, 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
SHE vs. SCHX — Risk-Adjusted Performance Rank
SHE
SCHX
SHE vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Gender Diversity Index ETF (SHE) and Schwab U.S. Large-Cap ETF (SCHX). 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
SHE vs. SCHX - Dividend Comparison
SHE's dividend yield for the trailing twelve months is around 1.07%, less than SCHX's 2.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHE SPDR SSGA Gender Diversity Index ETF | 1.07% | 1.14% | 1.37% | 1.54% | 0.99% | 1.24% | 1.91% | 7.39% | 5.37% | 6.41% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.30% | 2.40% | 2.87% | 2.47% | 2.54% | 3.85% | 3.86% | 5.21% | 2.57% | 4.85% | 4.06% | 1.76% |
Drawdowns
SHE vs. SCHX - Drawdown Comparison
The maximum SHE drawdown since its inception was -35.80%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for SHE and SCHX. For additional features, visit the drawdowns tool.
Volatility
SHE vs. SCHX - Volatility Comparison
The current volatility for SPDR SSGA Gender Diversity Index ETF (SHE) is 2.15%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.11%. This indicates that SHE experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.