TBG vs. SCHD
Compare and contrast key facts about TBG Dividend Focus ETF (TBG) and Schwab US Dividend Equity ETF (SCHD).
TBG and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023. 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: TBG or SCHD.
Correlation
The correlation between TBG and SCHD is 0.86, 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
TBG vs. SCHD - Performance Comparison
Key characteristics
TBG:
1.90
SCHD:
1.11
TBG:
2.70
SCHD:
1.63
TBG:
1.34
SCHD:
1.19
TBG:
3.10
SCHD:
1.58
TBG:
9.62
SCHD:
4.56
TBG:
2.15%
SCHD:
2.76%
TBG:
10.92%
SCHD:
11.39%
TBG:
-6.67%
SCHD:
-33.37%
TBG:
-5.19%
SCHD:
-5.94%
Returns By Period
In the year-to-date period, TBG achieves a 0.27% return, which is significantly lower than SCHD's 0.73% return.
TBG
0.27%
-2.69%
8.93%
20.34%
N/A
N/A
SCHD
0.73%
-2.17%
3.46%
12.27%
10.85%
11.16%
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TBG vs. SCHD - Expense Ratio Comparison
TBG has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TBG vs. SCHD — Risk-Adjusted Performance Rank
TBG
SCHD
TBG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) 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
TBG vs. SCHD - Dividend Comparison
TBG's dividend yield for the trailing twelve months is around 2.33%, less than SCHD's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBG TBG Dividend Focus ETF | 2.33% | 2.34% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.62% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TBG vs. SCHD - Drawdown Comparison
The maximum TBG drawdown since its inception was -6.67%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TBG and SCHD. For additional features, visit the drawdowns tool.
Volatility
TBG vs. SCHD - Volatility Comparison
TBG Dividend Focus ETF (TBG) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 4.11% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.