VALSX vs. SCHD
Compare and contrast key facts about Value Line Select Growth Fund (VALSX) and Schwab US Dividend Equity ETF (SCHD).
VALSX is managed by Value Line. It was launched on May 31, 1956. 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: VALSX or SCHD.
Correlation
The correlation between VALSX and SCHD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VALSX vs. SCHD - Performance Comparison
Key characteristics
VALSX:
0.55
SCHD:
0.23
VALSX:
0.87
SCHD:
0.43
VALSX:
1.12
SCHD:
1.06
VALSX:
0.59
SCHD:
0.23
VALSX:
2.21
SCHD:
0.84
VALSX:
4.12%
SCHD:
4.38%
VALSX:
16.70%
SCHD:
15.99%
VALSX:
-55.08%
SCHD:
-33.37%
VALSX:
-7.47%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, VALSX achieves a -0.17% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, VALSX has outperformed SCHD with an annualized return of 12.05%, while SCHD has yielded a comparatively lower 10.35% annualized return.
VALSX
-0.17%
-1.59%
-2.70%
7.89%
14.49%
12.05%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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VALSX vs. SCHD - Expense Ratio Comparison
VALSX has a 1.13% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VALSX vs. SCHD — Risk-Adjusted Performance Rank
VALSX
SCHD
VALSX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line Select Growth Fund (VALSX) 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
VALSX vs. SCHD - Dividend Comparison
VALSX's dividend yield for the trailing twelve months is around 11.18%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALSX Value Line Select Growth Fund | 11.18% | 11.16% | 9.98% | 12.14% | 14.47% | 27.15% | 6.81% | 10.12% | 7.12% | 6.84% | 17.21% | 7.25% |
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
VALSX vs. SCHD - Drawdown Comparison
The maximum VALSX drawdown since its inception was -55.08%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VALSX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VALSX vs. SCHD - Volatility Comparison
Value Line Select Growth Fund (VALSX) has a higher volatility of 11.84% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that VALSX'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.