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SUM vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SUM and SCHD is 0.51, 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.

SUM vs. SCHD

Last updated May 30, 2025

Compare and contrast key facts about Summit Materials, Inc. (SUM) and Schwab US Dividend Equity ETF (SCHD).

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.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUM or SCHD.

Performance

SUM vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Summit Materials, Inc. (SUM) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

SUM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

-3.27%

1M

1.16%

6M

-9.40%

1Y

6.77%

3Y*

3.50%

5Y*

12.24%

10Y*

10.57%

*Annualized

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Summit Materials, Inc.

Schwab US Dividend Equity ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SUM vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SUM
The Risk-Adjusted Performance Rank of SUM is 8585
Overall Rank
The Sharpe Ratio Rank of SUM is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of SUM is 8383
Sortino Ratio Rank
The Omega Ratio Rank of SUM is 8181
Omega Ratio Rank
The Calmar Ratio Rank of SUM is 9292
Calmar Ratio Rank
The Martin Ratio Rank of SUM is 8080
Martin Ratio Rank
SCHD
The Risk-Adjusted Performance Rank of SCHD is 3131
Overall Rank
The Sharpe Ratio Rank of SCHD is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3232
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SUM vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Summit Materials, Inc. (SUM) 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SUM vs. SCHD - Dividend Comparison

SUM has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.

TTM20242023202220212020201920182017201620152014
SUM
Summit Materials, Inc.		0.00%0.00%0.00%0.00%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

SUM vs. SCHD - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SUM vs. SCHD - Volatility Comparison

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