SWKRX vs. SCHD
Compare and contrast key facts about Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and Schwab US Dividend Equity ETF (SCHD).
SWKRX is managed by Charles Schwab. It was launched on Mar 27, 2008. 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: SWKRX or SCHD.
Correlation
The correlation between SWKRX and SCHD is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWKRX vs. SCHD - Performance Comparison
Key characteristics
SWKRX:
1.28
SCHD:
1.27
SWKRX:
1.81
SCHD:
1.87
SWKRX:
1.23
SCHD:
1.22
SWKRX:
0.64
SCHD:
1.82
SWKRX:
3.80
SCHD:
4.66
SWKRX:
2.15%
SCHD:
3.11%
SWKRX:
6.40%
SCHD:
11.39%
SWKRX:
-20.18%
SCHD:
-33.37%
SWKRX:
-3.85%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, SWKRX achieves a 2.99% return, which is significantly lower than SCHD's 3.66% return. Over the past 10 years, SWKRX has underperformed SCHD with an annualized return of 2.05%, while SCHD has yielded a comparatively higher 11.25% annualized return.
SWKRX
2.99%
1.38%
0.97%
8.06%
1.04%
2.05%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWKRX vs. SCHD - Expense Ratio Comparison
SWKRX has a 0.00% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWKRX vs. SCHD — Risk-Adjusted Performance Rank
SWKRX
SCHD
SWKRX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) 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.
Dividends
SWKRX vs. SCHD - Dividend Comparison
SWKRX's dividend yield for the trailing twelve months is around 4.65%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWKRX Schwab Monthly Income Fund - Enhanced Payout | 4.65% | 4.77% | 4.74% | 2.99% | 2.83% | 2.00% | 2.68% | 2.43% | 2.72% | 2.23% | 2.42% | 2.50% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
SWKRX vs. SCHD - Drawdown Comparison
The maximum SWKRX drawdown since its inception was -20.18%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SWKRX and SCHD. For additional features, visit the drawdowns tool.
Volatility
SWKRX vs. SCHD - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) is 1.81%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that SWKRX 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.