UFO vs. SCHD
Compare and contrast key facts about Procure Space ETF (UFO) and Schwab US Dividend Equity ETF (SCHD).
UFO and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UFO is a passively managed fund by ProcureAM that tracks the performance of the S-Network Space Index. It was launched on Apr 11, 2019. 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 UFO 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: UFO or SCHD.
Key characteristics
| UFO | SCHD | |
|---|---|---|
| YTD Return | 12.45% | 17.75% |
| 1Y Return | 36.22% | 31.70% |
| 3Y Return (Ann) | -10.59% | 7.26% |
| 5Y Return (Ann) | -3.30% | 12.80% |
| Sharpe Ratio | 1.45 | 2.67 |
| Sortino Ratio | 2.18 | 3.84 |
| Omega Ratio | 1.25 | 1.47 |
| Calmar Ratio | 0.73 | 2.80 |
| Martin Ratio | 3.83 | 14.83 |
| Ulcer Index | 9.57% | 2.04% |
| Daily Std Dev | 25.35% | 11.32% |
| Max Drawdown | -50.33% | -33.37% |
| Current Drawdown | -30.76% | 0.00% |
Correlation
The correlation between UFO and SCHD is 0.66, 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
UFO vs. SCHD - Performance Comparison
In the year-to-date period, UFO achieves a 12.45% return, which is significantly lower than SCHD's 17.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UFO vs. SCHD - Expense Ratio Comparison
UFO has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
UFO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Procure Space ETF (UFO) 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
UFO vs. SCHD - Dividend Comparison
UFO's dividend yield for the trailing twelve months is around 1.28%, less than SCHD's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFO Procure Space ETF | 1.28% | 1.90% | 3.19% | 1.00% | 1.07% | 0.44% | 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
UFO vs. SCHD - Drawdown Comparison
The maximum UFO drawdown since its inception was -50.33%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UFO and SCHD. For additional features, visit the drawdowns tool.
Volatility
UFO vs. SCHD - Volatility Comparison
Procure Space ETF (UFO) has a higher volatility of 6.40% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. This indicates that UFO'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.