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

SWN vs. SCHD

Last updated May 10, 2025

Compare and contrast key facts about Southwestern Energy Company (SWN) 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: SWN or SCHD.

Correlation

The correlation between SWN and SCHD is 0.34, 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

SWN vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Southwestern Energy Company (SWN) 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

SWN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

-4.97%

1M

-0.54%

6M

-9.89%

1Y

1.26%

5Y*

12.61%

10Y*

10.39%

*Annualized

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Risk-Adjusted Performance

SWN vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SWN
The Risk-Adjusted Performance Rank of SWN is 4343
Overall Rank
The Sharpe Ratio Rank of SWN is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of SWN is 4040
Sortino Ratio Rank
The Omega Ratio Rank of SWN is 3838
Omega Ratio Rank
The Calmar Ratio Rank of SWN is 4242
Calmar Ratio Rank
The Martin Ratio Rank of SWN is 4646
Martin Ratio Rank
SCHD
The Risk-Adjusted Performance Rank of SCHD is 2727
Overall Rank
The Sharpe Ratio Rank of SCHD is 2323
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 3131
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.

SWN vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Southwestern Energy Company (SWN) 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

SWN vs. SCHD - Dividend Comparison

SWN has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.04%.

TTM20242023202220212020201920182017201620152014
SWN
Southwestern Energy Company		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		4.04%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

SWN vs. SCHD - Drawdown Comparison

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Volatility

SWN vs. SCHD - Volatility Comparison

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