USCA vs. SCHD
Compare and contrast key facts about Xtrackers MSCI USA Climate Action Equity ETF (USCA) and Schwab US Dividend Equity ETF (SCHD).
USCA and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USCA is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA Climate Action Index - Benchmark TR Gross. It was launched on Apr 3, 2023. 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 USCA 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: USCA or SCHD.
Correlation
The correlation between USCA and SCHD is 0.60, 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
USCA vs. SCHD - Performance Comparison
Key characteristics
USCA:
1.87
SCHD:
1.23
USCA:
2.56
SCHD:
1.82
USCA:
1.34
SCHD:
1.21
USCA:
2.77
SCHD:
1.76
USCA:
11.36
SCHD:
4.51
USCA:
2.11%
SCHD:
3.11%
USCA:
12.87%
SCHD:
11.39%
USCA:
-9.98%
SCHD:
-33.37%
USCA:
-2.21%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, USCA achieves a 2.68% return, which is significantly lower than SCHD's 3.26% return.
USCA
2.68%
-0.41%
8.75%
20.95%
N/A
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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USCA vs. SCHD - Expense Ratio Comparison
USCA has a 0.07% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
USCA vs. SCHD — Risk-Adjusted Performance Rank
USCA
SCHD
USCA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Climate Action Equity ETF (USCA) 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
USCA vs. SCHD - Dividend Comparison
USCA's dividend yield for the trailing twelve months is around 1.19%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCA Xtrackers MSCI USA Climate Action Equity ETF | 1.19% | 1.22% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
USCA vs. SCHD - Drawdown Comparison
The maximum USCA drawdown since its inception was -9.98%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for USCA and SCHD. For additional features, visit the drawdowns tool.
Volatility
USCA vs. SCHD - Volatility Comparison
Xtrackers MSCI USA Climate Action Equity ETF (USCA) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.06% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.