UEVM vs. SCHD
Compare and contrast key facts about VictoryShares USAA MSCI Emerging Markets Value Momentum ETF (UEVM) and Schwab US Dividend Equity ETF (SCHD).
UEVM and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UEVM is a passively managed fund by Crestview that tracks the performance of the MSCI EM Select Value Momentum Blend. It was launched on Oct 24, 2017. 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. Both UEVM and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UEVM or SCHD.
Correlation
The correlation between UEVM and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UEVM vs. SCHD - Performance Comparison
Key characteristics
UEVM:
0.40
SCHD:
0.15
UEVM:
0.68
SCHD:
0.32
UEVM:
1.09
SCHD:
1.04
UEVM:
0.40
SCHD:
0.15
UEVM:
1.14
SCHD:
0.50
UEVM:
6.53%
SCHD:
4.85%
UEVM:
18.63%
SCHD:
16.02%
UEVM:
-45.44%
SCHD:
-33.37%
UEVM:
-5.80%
SCHD:
-11.57%
Returns By Period
In the year-to-date period, UEVM achieves a 2.75% return, which is significantly higher than SCHD's -5.30% return.
UEVM
2.75%
14.44%
0.98%
8.22%
10.67%
N/A
SCHD
-5.30%
2.81%
-10.08%
2.08%
12.56%
10.27%
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UEVM vs. SCHD - Expense Ratio Comparison
UEVM has a 0.45% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
UEVM vs. SCHD — Risk-Adjusted Performance Rank
UEVM
SCHD
UEVM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI Emerging Markets Value Momentum ETF (UEVM) 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
UEVM vs. SCHD - Dividend Comparison
UEVM's dividend yield for the trailing twelve months is around 5.85%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF | 5.85% | 5.79% | 4.71% | 3.46% | 4.49% | 2.19% | 2.79% | 2.34% | 0.53% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
UEVM vs. SCHD - Drawdown Comparison
The maximum UEVM drawdown since its inception was -45.44%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UEVM and SCHD. For additional features, visit the drawdowns tool.
Volatility
UEVM vs. SCHD - Volatility Comparison
The current volatility for VictoryShares USAA MSCI Emerging Markets Value Momentum ETF (UEVM) is 7.79%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.81%. This indicates that UEVM 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.