TIBAX vs. SCHD
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and Schwab US Dividend Equity ETF (SCHD).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. 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: TIBAX or SCHD.
Correlation
The correlation between TIBAX and SCHD is 0.78, 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
TIBAX vs. SCHD - Performance Comparison
Key characteristics
TIBAX:
1.52
SCHD:
1.02
TIBAX:
2.12
SCHD:
1.51
TIBAX:
1.28
SCHD:
1.18
TIBAX:
2.45
SCHD:
1.55
TIBAX:
7.34
SCHD:
5.23
TIBAX:
1.77%
SCHD:
2.21%
TIBAX:
8.58%
SCHD:
11.28%
TIBAX:
-46.73%
SCHD:
-33.37%
TIBAX:
-5.31%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, TIBAX achieves a 10.06% return, which is significantly lower than SCHD's 10.68% return. Over the past 10 years, TIBAX has underperformed SCHD with an annualized return of 6.81%, while SCHD has yielded a comparatively higher 10.89% annualized return.
TIBAX
10.06%
-1.32%
2.52%
12.48%
7.68%
6.81%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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TIBAX vs. SCHD - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TIBAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) 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
TIBAX vs. SCHD - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 5.37%, more than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 5.37% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% | 5.20% | 4.61% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
TIBAX vs. SCHD - Drawdown Comparison
The maximum TIBAX drawdown since its inception was -46.73%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TIBAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
TIBAX vs. SCHD - Volatility Comparison
The current volatility for Thornburg Investment Income Builder Fund (TIBAX) is 2.91%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.57%. This indicates that TIBAX 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.