STRF vs. SCHD
STRF (Strategy 10.00% Series A Perpetual Strife Preferred Stock) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past year, STRF returned -12.05% vs 23.51% for SCHD. At a 0.19 correlation, their price movements are largely independent.
Performance
STRF vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, STRF achieves a 1.79% return, which is significantly lower than SCHD's 20.66% return.
STRF
- 1D
- -1.06%
- 1M
- 5.32%
- 6M
- -1.37%
- YTD
- 1.79%
- 1Y
- -12.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.49%
- 1M
- -0.00%
- 6M
- 16.13%
- YTD
- 20.66%
- 1Y
- 23.51%
- 3Y*
- 14.13%
- 5Y*
- 9.00%
- 10Y*
- 12.34%
STRF vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 1.79% | 14.48% |
SCHD Schwab U.S. Dividend Equity ETF | 20.66% | 2.39% |
Correlation
The correlation between STRF and SCHD is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2025 | 0.19 |
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Return for Risk
STRF vs. SCHD — Risk / Return Rank
STRF
SCHD
STRF vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) 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.
| STRF | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.64 | ||
| Sortino ratioReturn per unit of downside risk | -3.87 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.38 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 5.12 | -5.69 |
| Martin ratioReturn relative to average drawdown | -1.11 | 12.47 | -13.58 |
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Drawdowns
STRF vs. SCHD - Drawdown Comparison
The maximum STRF drawdown since its inception was -24.48%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for STRF and SCHD.
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Drawdown Indicators
| STRF | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.48% | -33.37% | +8.89% |
Max Drawdown (1Y)Largest decline over 1 year | -21.19% | -4.61% | -16.58% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -14.90% | -0.03% | -14.87% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -3.31% | -7.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.64% | 1.89% | +9.75% |
Volatility
STRF vs. SCHD - Volatility Comparison
Strategy 10.00% Series A Perpetual Strife Preferred Stock (STRF) has a higher volatility of 12.52% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.54%. This indicates that STRF'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.
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Volatility by Period
| STRF | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.52% | 3.54% | +8.98% |
Volatility (6M)Calculated over the trailing 6-month period | 18.18% | 7.70% | +10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 10.93% | +14.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.16% | 14.36% | +11.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 16.70% | +9.46% |
Dividends
STRF vs. SCHD - Dividend Comparison
STRF's dividend yield for the trailing twelve months is around 13.15%, more than SCHD's 3.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | 3.22% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
STRF Strategy 10.00% Series A Perpetual Strife Preferred Stock | 13.15% | 7.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STRF and SCHD have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRF has higher volatility (12.52%) compared to SCHD (3.54%). In terms of maximum drawdown, STRF dropped -24.48% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.17 vs -0.47), 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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