TRMB vs. SCHD

In the year-to-date period, TRMB achieves a -3.59% return, which is significantly higher than SCHD's -4.97% return. Both investments have delivered pretty close results over the past 10 years, with TRMB having a 10.67% annualized return and SCHD not far behind at 10.39%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Trimble Inc. (TRMB) 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.

The current TRMB Sharpe Ratio is 0.58, which is higher than the SCHD Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of TRMB and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRMB has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.04%.

The maximum TRMB drawdown since its inception was -87.23%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TRMB and SCHD. For additional features, visit the drawdowns tool.

Trimble Inc. (TRMB) has a higher volatility of 11.13% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that TRMB's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.