VETZ vs. SCHD
Compare and contrast key facts about Academy Veteran Impact ETF (VETZ) and Schwab US Dividend Equity ETF (SCHD).
VETZ and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VETZ is an actively managed fund by Academy. It was launched on Aug 1, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VETZ or SCHD.
Correlation
The correlation between VETZ and SCHD is 0.22, 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
VETZ vs. SCHD - Performance Comparison
Key characteristics
VETZ:
1.02
SCHD:
1.23
VETZ:
1.50
SCHD:
1.82
VETZ:
1.18
SCHD:
1.21
VETZ:
1.23
SCHD:
1.76
VETZ:
3.07
SCHD:
4.51
VETZ:
1.91%
SCHD:
3.11%
VETZ:
5.74%
SCHD:
11.39%
VETZ:
-5.16%
SCHD:
-33.37%
VETZ:
-1.22%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, VETZ achieves a 1.78% return, which is significantly lower than SCHD's 3.26% return.
VETZ
1.78%
1.88%
-0.02%
6.21%
N/A
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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VETZ vs. SCHD - Expense Ratio Comparison
VETZ has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
VETZ vs. SCHD — Risk-Adjusted Performance Rank
VETZ
SCHD
VETZ vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Academy Veteran Impact ETF (VETZ) 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
VETZ vs. SCHD - Dividend Comparison
VETZ's dividend yield for the trailing twelve months is around 5.84%, more than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VETZ Academy Veteran Impact ETF | 5.84% | 5.89% | 1.88% | 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
VETZ vs. SCHD - Drawdown Comparison
The maximum VETZ drawdown since its inception was -5.16%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VETZ and SCHD. For additional features, visit the drawdowns tool.
Volatility
VETZ vs. SCHD - Volatility Comparison
The current volatility for Academy Veteran Impact ETF (VETZ) is 1.46%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.10%. This indicates that VETZ experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.