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.
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.
Performance
TRES vs. SCHD - Performance Comparison
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Key characteristics
Returns By Period
TRES
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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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 Rank
TRES
SCHD
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.
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Dividends
TRES vs. SCHD - Dividend Comparison
TRES has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRES Defiance Treasury Alternative Yield ETF | 1.84% | 5.38% | 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 | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TRES vs. SCHD - Drawdown Comparison
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Volatility
TRES vs. SCHD - Volatility Comparison
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