VRTX vs. SCHD
Compare and contrast key facts about Vertex Pharmaceuticals Incorporated (VRTX) 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: VRTX or SCHD.
Correlation
The correlation between VRTX and SCHD is 0.36, 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
VRTX vs. SCHD - Performance Comparison
Key characteristics
VRTX:
1.36
SCHD:
2.03
VRTX:
2.16
SCHD:
2.96
VRTX:
1.28
SCHD:
1.36
VRTX:
2.55
SCHD:
3.78
VRTX:
5.55
SCHD:
10.93
VRTX:
6.11%
SCHD:
2.07%
VRTX:
24.88%
SCHD:
11.16%
VRTX:
-91.77%
SCHD:
-33.37%
VRTX:
-8.27%
SCHD:
-2.51%
Returns By Period
The year-to-date returns for both investments are quite close, with VRTX having a 16.49% return and SCHD slightly higher at 16.58%. Over the past 10 years, VRTX has outperformed SCHD with an annualized return of 14.92%, while SCHD has yielded a comparatively lower 11.86% annualized return.
VRTX
16.49%
-8.27%
-1.92%
35.36%
16.65%
14.92%
SCHD
16.58%
-1.00%
13.24%
22.38%
12.41%
11.86%
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Risk-Adjusted Performance
VRTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertex Pharmaceuticals Incorporated (VRTX) 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
VRTX vs. SCHD - Dividend Comparison
VRTX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 2.54%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTX Vertex Pharmaceuticals Incorporated | 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 | 2.54% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VRTX vs. SCHD - Drawdown Comparison
The maximum VRTX drawdown since its inception was -91.77%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VRTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VRTX vs. SCHD - Volatility Comparison
Vertex Pharmaceuticals Incorporated (VRTX) has a higher volatility of 9.18% compared to Schwab US Dividend Equity ETF (SCHD) at 2.79%. This indicates that VRTX'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.