SPOK vs. SCHX
Compare and contrast key facts about Spok Holdings, Inc. (SPOK) and Schwab U.S. Large-Cap ETF (SCHX).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPOK or SCHX.
Correlation
The correlation between SPOK and SCHX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SPOK vs. SCHX - Performance Comparison
Key characteristics
SPOK:
0.39
SCHX:
2.10
SPOK:
0.74
SCHX:
2.78
SPOK:
1.10
SCHX:
1.39
SPOK:
0.59
SCHX:
3.15
SPOK:
1.08
SCHX:
13.38
SPOK:
10.24%
SCHX:
2.01%
SPOK:
28.59%
SCHX:
12.85%
SPOK:
-90.60%
SCHX:
-34.33%
SPOK:
-7.08%
SCHX:
-2.95%
Returns By Period
In the year-to-date period, SPOK achieves a -2.74% return, which is significantly lower than SCHX's 0.78% return. Over the past 10 years, SPOK has underperformed SCHX with an annualized return of 4.89%, while SCHX has yielded a comparatively higher 15.80% annualized return.
SPOK
-2.74%
-6.75%
2.82%
11.37%
16.01%
4.89%
SCHX
0.78%
-1.98%
7.27%
26.46%
16.21%
15.80%
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Risk-Adjusted Performance
SPOK vs. SCHX — Risk-Adjusted Performance Rank
SPOK
SCHX
SPOK vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spok Holdings, Inc. (SPOK) 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
SPOK vs. SCHX - Dividend Comparison
SPOK's dividend yield for the trailing twelve months is around 8.02%, more than SCHX's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPOK Spok Holdings, Inc. | 8.02% | 7.80% | 8.09% | 15.29% | 5.36% | 4.49% | 4.09% | 3.77% | 3.19% | 3.61% | 3.41% | 2.88% |
SCHX Schwab U.S. Large-Cap ETF | 2.35% | 2.37% | 3.50% | 4.24% | 2.42% | 4.11% | 1.82% | 4.10% | 5.10% | 4.85% | 4.09% | 2.63% |
Drawdowns
SPOK vs. SCHX - Drawdown Comparison
The maximum SPOK drawdown since its inception was -90.60%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for SPOK and SCHX. For additional features, visit the drawdowns tool.
Volatility
SPOK vs. SCHX - Volatility Comparison
Spok Holdings, Inc. (SPOK) has a higher volatility of 6.55% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.67%. This indicates that SPOK's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.