SPFF vs. SCHD
SPFF (Global X SuperIncome Preferred ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - SPFF is a Preferred Stock/Convertible Bonds fund tracking the S&P Enhanced Yield North American Preferred Stock Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, SPFF returned 3.02%/yr vs 12.72%/yr for SCHD. At a 0.42 correlation, their price movements are largely independent. SPFF charges 0.58%/yr vs 0.06%/yr for SCHD.
Performance
SPFF vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, SPFF achieves a 4.37% return, which is significantly lower than SCHD's 17.72% return. Over the past 10 years, SPFF has underperformed SCHD with an annualized return of 3.02%, while SCHD has yielded a comparatively higher 12.72% annualized return.
SPFF
- 1D
- -0.84%
- 1M
- 0.81%
- YTD
- 4.37%
- 6M
- 3.21%
- 1Y
- 15.54%
- 3Y*
- 8.72%
- 5Y*
- 1.64%
- 10Y*
- 3.02%
SCHD
- 1D
- 0.41%
- 1M
- -2.47%
- YTD
- 17.72%
- 6M
- 17.25%
- 1Y
- 24.56%
- 3Y*
- 14.60%
- 5Y*
- 8.71%
- 10Y*
- 12.72%
SPFF vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPFF Global X SuperIncome Preferred ETF | 4.37% | 7.52% | 8.62% | 3.00% | -14.29% | 5.15% | 6.91% | 13.04% | -2.55% | 1.80% |
SCHD Schwab U.S. Dividend Equity ETF | 17.72% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Correlation
The correlation between SPFF and SCHD is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2012 | 0.42 |
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Return for Risk
SPFF vs. SCHD — Risk / Return Rank
SPFF
SCHD
SPFF vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperIncome Preferred ETF (SPFF) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SPFF | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 5.35 | -3.29 |
| Martin ratioReturn relative to average drawdown | 6.19 | 12.94 | -6.74 |
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Drawdowns
SPFF vs. SCHD - Drawdown Comparison
The maximum SPFF drawdown since its inception was -35.92%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SPFF and SCHD.
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Drawdown Indicators
| SPFF | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.92% | -33.37% | -2.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.58% | -4.61% | -2.97% |
Max Drawdown (3Y)Largest decline over 3 years | -12.51% | -16.13% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -22.88% | -16.85% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -33.37% | -2.55% |
Current DrawdownCurrent decline from peak | -2.57% | -2.47% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -3.31% | -0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 1.90% | +0.62% |
Volatility
SPFF vs. SCHD - Volatility Comparison
Global X SuperIncome Preferred ETF (SPFF) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 3.72% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPFF | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.58% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 7.73% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.98% | 11.07% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.02% | 14.36% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.53% | 16.71% | -3.18% |
SPFF vs. SCHD - Expense Ratio Comparison
SPFF has a 0.58% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
SPFF vs. SCHD - Dividend Comparison
SPFF's dividend yield for the trailing twelve months is around 6.49%, more than SCHD's 3.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | 3.30% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
SPFF Global X SuperIncome Preferred ETF | 6.49% | 6.47% | 6.39% | 6.64% | 7.15% | 5.78% | 5.75% | 5.97% | 7.60% | 7.24% | 7.04% | 7.50% |
Frequently Asked Questions
SPFF and SCHD have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPFF has higher volatility (3.72%) compared to SCHD (3.58%). In terms of maximum drawdown, SPFF dropped -35.92% vs SCHD's -33.37%.
On 10-year performance, SCHD leads with 12.72% vs 3.02% for SPFF. On fees, SCHD is cheaper at 0.06% per year. On volatility, SCHD has been the lower-risk option at 3.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, SCHD has performed better with a 12.72% return vs 3.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.58% for SPFF.
SPFF has the higher dividend yield at 6.49%, compared with 3.30% for SCHD.
SPFF is categorized as Preferred Stock/Convertible Bonds, while SCHD is Dividend. SPFF tracks S&P Enhanced Yield North American Preferred Stock Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Global X and Charles Schwab. Their fees differ too: 0.58% for SPFF and 0.06% for SCHD.
SCHD currently has the higher Sharpe Ratio (2.23 vs 1.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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