TEQI vs. SCHD
Compare and contrast key facts about T. Rowe Price Equity Income ETF (TEQI) and Schwab US Dividend Equity ETF (SCHD).
TEQI and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TEQI is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020. 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: TEQI or SCHD.
Correlation
The correlation between TEQI and SCHD is 0.93, 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
TEQI vs. SCHD - Performance Comparison
Key characteristics
TEQI:
1.62
SCHD:
1.19
TEQI:
2.33
SCHD:
1.76
TEQI:
1.28
SCHD:
1.21
TEQI:
2.22
SCHD:
1.70
TEQI:
6.97
SCHD:
4.36
TEQI:
2.43%
SCHD:
3.10%
TEQI:
10.51%
SCHD:
11.38%
TEQI:
-17.82%
SCHD:
-33.37%
TEQI:
-0.92%
SCHD:
-3.68%
Returns By Period
In the year-to-date period, TEQI achieves a 5.91% return, which is significantly higher than SCHD's 3.15% return.
TEQI
5.91%
2.36%
6.26%
17.55%
N/A
N/A
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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TEQI vs. SCHD - Expense Ratio Comparison
TEQI has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TEQI vs. SCHD — Risk-Adjusted Performance Rank
TEQI
SCHD
TEQI vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income ETF (TEQI) 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
TEQI vs. SCHD - Dividend Comparison
TEQI's dividend yield for the trailing twelve months is around 1.76%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQI T. Rowe Price Equity Income ETF | 1.76% | 1.86% | 2.12% | 2.32% | 3.03% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TEQI vs. SCHD - Drawdown Comparison
The maximum TEQI drawdown since its inception was -17.82%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TEQI and SCHD. For additional features, visit the drawdowns tool.
Volatility
TEQI vs. SCHD - Volatility Comparison
The current volatility for T. Rowe Price Equity Income ETF (TEQI) is 2.56%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.33%. This indicates that TEQI 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.