Correlation
The correlation between STXD and SCHD is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
STXD vs. SCHD
Compare and contrast key facts about Strive 1000 Dividend Growth ETF (STXD) and Schwab US Dividend Equity ETF (SCHD).
STXD and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXD is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Nov 9, 2022. 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 STXD 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: STXD or SCHD.
Performance
STXD vs. SCHD - Performance Comparison
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Key characteristics
STXD:
0.71
SCHD:
0.35
STXD:
1.01
SCHD:
0.56
STXD:
1.13
SCHD:
1.07
STXD:
0.71
SCHD:
0.33
STXD:
2.92
SCHD:
0.99
STXD:
3.62%
SCHD:
5.36%
STXD:
16.75%
SCHD:
16.40%
STXD:
-14.87%
SCHD:
-33.37%
STXD:
-1.50%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, STXD achieves a 2.82% return, which is significantly higher than SCHD's -3.35% return.
STXD
2.82%
4.66%
-0.85%
11.73%
N/A
N/A
N/A
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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STXD vs. SCHD - Expense Ratio Comparison
STXD has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
STXD vs. SCHD — Risk-Adjusted Performance Rank
STXD
SCHD
STXD vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Dividend Growth ETF (STXD) 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.
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Dividends
STXD vs. SCHD - Dividend Comparison
STXD's dividend yield for the trailing twelve months is around 1.11%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STXD Strive 1000 Dividend Growth ETF | 1.11% | 1.23% | 1.27% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
STXD vs. SCHD - Drawdown Comparison
The maximum STXD drawdown since its inception was -14.87%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for STXD and SCHD.
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Volatility
STXD vs. SCHD - Volatility Comparison
The current volatility for Strive 1000 Dividend Growth ETF (STXD) is 4.50%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that STXD experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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