ULTA vs. SCHD
Compare and contrast key facts about Ulta Beauty, Inc. (ULTA) and Schwab US Dividend Equity ETF (SCHD).
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: ULTA or SCHD.
Correlation
The correlation between ULTA and SCHD is 0.43, 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
ULTA vs. SCHD - Performance Comparison
Key characteristics
ULTA:
-0.34
SCHD:
0.94
ULTA:
-0.27
SCHD:
1.41
ULTA:
0.96
SCHD:
1.17
ULTA:
-0.27
SCHD:
1.33
ULTA:
-0.43
SCHD:
4.19
ULTA:
27.75%
SCHD:
2.53%
ULTA:
34.27%
SCHD:
11.26%
ULTA:
-87.89%
SCHD:
-33.37%
ULTA:
-24.33%
SCHD:
-6.83%
Returns By Period
In the year-to-date period, ULTA achieves a -1.33% return, which is significantly lower than SCHD's -0.22% return. Over the past 10 years, ULTA has outperformed SCHD with an annualized return of 12.96%, while SCHD has yielded a comparatively lower 11.19% annualized return.
ULTA
-1.33%
8.57%
10.13%
-9.43%
11.43%
12.96%
SCHD
-0.22%
-5.71%
7.91%
11.30%
11.11%
11.19%
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Risk-Adjusted Performance
ULTA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) 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
ULTA vs. SCHD - Dividend Comparison
ULTA has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.65%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULTA Ulta Beauty, Inc. | 0.00% | 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 | 3.65% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ULTA vs. SCHD - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ULTA and SCHD. For additional features, visit the drawdowns tool.
Volatility
ULTA vs. SCHD - Volatility Comparison
Ulta Beauty, Inc. (ULTA) has a higher volatility of 11.47% compared to Schwab US Dividend Equity ETF (SCHD) at 3.50%. This indicates that ULTA'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.