SOXX vs. SCHD
Compare and contrast key facts about iShares PHLX Semiconductor ETF (SOXX) and Schwab US Dividend Equity ETF (SCHD).
SOXX and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001. 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 SOXX 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: SOXX or SCHD.
Correlation
The correlation between SOXX and SCHD is 0.85, 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
SOXX vs. SCHD - Performance Comparison
Key characteristics
SOXX:
-0.20
SCHD:
0.23
SOXX:
0.01
SCHD:
0.43
SOXX:
1.00
SCHD:
1.06
SOXX:
-0.21
SCHD:
0.23
SOXX:
-0.50
SCHD:
0.84
SOXX:
17.27%
SCHD:
4.38%
SOXX:
43.49%
SCHD:
15.99%
SOXX:
-70.21%
SCHD:
-33.37%
SOXX:
-30.69%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, SOXX achieves a -14.95% return, which is significantly lower than SCHD's -5.04% return. Over the past 10 years, SOXX has outperformed SCHD with an annualized return of 20.64%, while SCHD has yielded a comparatively lower 10.35% annualized return.
SOXX
-14.95%
-10.36%
-19.25%
-11.66%
20.05%
20.64%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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SOXX vs. SCHD - Expense Ratio Comparison
SOXX has a 0.46% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
SOXX vs. SCHD — Risk-Adjusted Performance Rank
SOXX
SCHD
SOXX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares PHLX Semiconductor ETF (SOXX) 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
SOXX vs. SCHD - Dividend Comparison
SOXX's dividend yield for the trailing twelve months is around 0.81%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOXX iShares PHLX Semiconductor ETF | 0.81% | 0.67% | 0.78% | 1.25% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% | 1.56% |
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
SOXX vs. SCHD - Drawdown Comparison
The maximum SOXX drawdown since its inception was -70.21%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SOXX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SOXX vs. SCHD - Volatility Comparison
iShares PHLX Semiconductor ETF (SOXX) has a higher volatility of 26.06% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that SOXX'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.