SNA vs. SCHD
Compare and contrast key facts about Snap-on Incorporated (SNA) and Schwab U.S. 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.
Performance
SNA vs. SCHD - Performance Comparison
Loading graphics...
SNA vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNA Snap-on Incorporated | 7.18% | 4.28% | 20.67% | 29.70% | 8.91% | 28.83% | 4.03% | 19.54% | -14.86% | 3.64% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, SNA achieves a 7.18% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, SNA has underperformed SCHD with an annualized return of 11.36%, while SCHD has yielded a comparatively higher 12.25% annualized return.
SNA
- 1D
- 1.05%
- 1M
- -5.79%
- YTD
- 7.18%
- 6M
- 7.78%
- 1Y
- 11.02%
- 3Y*
- 17.16%
- 5Y*
- 12.49%
- 10Y*
- 11.36%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SNA vs. SCHD — Risk / Return Rank
SNA
SCHD
SNA vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Snap-on Incorporated (SNA) and Schwab U.S. 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.
| SNA | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.88 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.32 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.05 | -0.23 |
Martin ratioReturn relative to average drawdown | 2.47 | 3.55 | -1.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SNA | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.88 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.58 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.74 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.84 | -0.43 |
Correlation
The correlation between SNA and SCHD is 0.68, 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.
Dividends
SNA vs. SCHD - Dividend Comparison
SNA's dividend yield for the trailing twelve months is around 2.50%, less than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNA Snap-on Incorporated | 2.50% | 2.57% | 2.27% | 2.33% | 2.57% | 2.37% | 2.61% | 2.32% | 2.35% | 1.69% | 1.48% | 1.28% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
SNA vs. SCHD - Drawdown Comparison
The maximum SNA drawdown since its inception was -65.76%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SNA and SCHD.
Loading graphics...
Drawdown Indicators
| SNA | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.76% | -33.37% | -32.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -12.74% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.04% | -16.85% | -6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -47.38% | -33.37% | -14.01% |
Current DrawdownCurrent decline from peak | -5.79% | -3.43% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -13.92% | -3.34% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.81% | 3.75% | +1.06% |
Volatility
SNA vs. SCHD - Volatility Comparison
Snap-on Incorporated (SNA) has a higher volatility of 5.30% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that SNA'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.
Loading graphics...
Volatility by Period
| SNA | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 2.33% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 7.96% | +4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 15.69% | +8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.65% | 14.40% | +9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.05% | 16.70% | +10.35% |