USAC vs. SCHD
Compare and contrast key facts about USA Compression Partners, LP (USAC) 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: USAC or SCHD.
Correlation
The correlation between USAC and SCHD is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USAC vs. SCHD - Performance Comparison
Key characteristics
USAC:
-0.22
SCHD:
1.20
USAC:
-0.16
SCHD:
1.76
USAC:
0.98
SCHD:
1.21
USAC:
-0.25
SCHD:
1.69
USAC:
-0.43
SCHD:
5.86
USAC:
12.53%
SCHD:
2.30%
USAC:
24.69%
SCHD:
11.25%
USAC:
-78.96%
SCHD:
-33.37%
USAC:
-18.46%
SCHD:
-6.72%
Returns By Period
In the year-to-date period, USAC achieves a 3.01% return, which is significantly lower than SCHD's 11.54% return. Over the past 10 years, USAC has outperformed SCHD with an annualized return of 16.12%, while SCHD has yielded a comparatively lower 10.86% annualized return.
USAC
3.01%
-9.69%
-5.50%
-2.37%
18.14%
16.12%
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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Risk-Adjusted Performance
USAC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USA Compression Partners, LP (USAC) 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
USAC vs. SCHD - Dividend Comparison
USAC's dividend yield for the trailing twelve months is around 9.75%, more than SCHD's 3.64% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Compression Partners, LP | 9.75% | 9.20% | 10.75% | 12.03% | 15.44% | 11.58% | 16.18% | 12.70% | 12.14% | 18.06% | 11.90% | 4.66% |
Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
USAC vs. SCHD - Drawdown Comparison
The maximum USAC drawdown since its inception was -78.96%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for USAC and SCHD. For additional features, visit the drawdowns tool.
Volatility
USAC vs. SCHD - Volatility Comparison
USA Compression Partners, LP (USAC) has a higher volatility of 5.94% compared to Schwab US Dividend Equity ETF (SCHD) at 3.88%. This indicates that USAC'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.