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:
0.56
SCHX:
1.92
SPOK:
0.97
SCHX:
2.57
SPOK:
1.12
SCHX:
1.35
SPOK:
0.81
SCHX:
2.89
SPOK:
1.49
SCHX:
11.83
SPOK:
10.24%
SCHX:
2.09%
SPOK:
27.22%
SCHX:
12.87%
SPOK:
-90.60%
SCHX:
-34.33%
SPOK:
-1.28%
SCHX:
-0.41%
Returns By Period
In the year-to-date period, SPOK achieves a 5.79% return, which is significantly higher than SCHX's 4.31% return. Over the past 10 years, SPOK has underperformed SCHX with an annualized return of 5.50%, while SCHX has yielded a comparatively higher 15.70% annualized return.
SPOK
5.79%
6.19%
19.28%
17.96%
19.50%
5.50%
SCHX
4.31%
1.00%
11.05%
25.42%
16.39%
15.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 7.37%, more than SCHX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPOK Spok Holdings, Inc. | 7.37% | 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 | 2.28% | 2.38% | 2.87% | 2.31% | 3.04% | 4.92% | 2.57% | 2.45% | 3.40% | 2.83% | 4.18% | 4.45% |
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 5.12% compared to Schwab U.S. Large-Cap ETF (SCHX) at 2.90%. 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.