TRES vs. SCHD
Compare and contrast key facts about Defiance Treasury Alternative Yield ETF (TRES) and Schwab US Dividend Equity ETF (SCHD).
TRES and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TRES is an actively managed fund by Defiance. It was launched on Jan 24, 2024. 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: TRES or SCHD.
Key characteristics
| TRES | SCHD |
|---|
Correlation
The correlation between TRES and SCHD is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TRES vs. SCHD - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRES vs. SCHD - Expense Ratio Comparison
TRES has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TRES vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Treasury Alternative Yield ETF (TRES) 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.
Not enough dataDividends
TRES vs. SCHD - Dividend Comparison
TRES has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.36%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRES Defiance Treasury Alternative Yield ETF | 5.38% | 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 | 3.36% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
TRES vs. SCHD - Drawdown Comparison
Volatility
TRES vs. SCHD - Volatility Comparison
The current volatility for Defiance Treasury Alternative Yield ETF (TRES) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.57%. This indicates that TRES 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.