SNOY vs. SCHD
Compare and contrast key facts about YieldMax SNOW Option Income Strategy ETF (SNOY) and Schwab US Dividend Equity ETF (SCHD).
SNOY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SNOY is an actively managed fund by YieldMax. It was launched on Jun 10, 2024. 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: SNOY or SCHD.
Correlation
The correlation between SNOY and SCHD is 0.53, 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
SNOY vs. SCHD - Performance Comparison
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Key characteristics
SNOY:
46.38%
SCHD:
16.03%
SNOY:
-26.18%
SCHD:
-33.37%
SNOY:
-7.71%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, SNOY achieves a 10.19% return, which is significantly higher than SCHD's -4.97% return.
SNOY
10.19%
16.59%
31.86%
N/A
N/A
N/A
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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SNOY vs. SCHD - Expense Ratio Comparison
SNOY has a 0.99% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SNOY vs. SCHD — Risk-Adjusted Performance Rank
SNOY
SCHD
SNOY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax SNOW Option Income Strategy ETF (SNOY) 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
SNOY vs. SCHD - Dividend Comparison
SNOY's dividend yield for the trailing twelve months is around 55.60%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNOY YieldMax SNOW Option Income Strategy ETF | 55.60% | 33.32% | 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 | 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
SNOY vs. SCHD - Drawdown Comparison
The maximum SNOY drawdown since its inception was -26.18%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SNOY and SCHD. For additional features, visit the drawdowns tool.
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Volatility
SNOY vs. SCHD - Volatility Comparison
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