VVV vs. SCHD
Compare and contrast key facts about Valvoline Inc. (VVV) 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: VVV or SCHD.
Correlation
The correlation between VVV and SCHD is 0.49, 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
VVV vs. SCHD - Performance Comparison
Key characteristics
VVV:
-0.69
SCHD:
0.18
VVV:
-0.82
SCHD:
0.35
VVV:
0.90
SCHD:
1.05
VVV:
-0.61
SCHD:
0.17
VVV:
-1.17
SCHD:
0.60
VVV:
17.68%
SCHD:
4.65%
VVV:
30.12%
SCHD:
15.93%
VVV:
-62.34%
SCHD:
-33.37%
VVV:
-29.08%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, VVV achieves a -6.69% return, which is significantly lower than SCHD's -5.04% return.
VVV
-6.69%
-3.74%
-16.19%
-20.56%
16.38%
N/A
SCHD
-5.04%
-7.75%
-7.25%
4.17%
13.28%
10.33%
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Risk-Adjusted Performance
VVV vs. SCHD — Risk-Adjusted Performance Rank
VVV
SCHD
VVV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Valvoline Inc. (VVV) 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
VVV vs. SCHD - Dividend Comparison
VVV has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 4.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVV Valvoline Inc. | 0.00% | 0.00% | 0.00% | 1.53% | 1.34% | 2.01% | 2.01% | 2.10% | 0.89% | 0.23% | 0.00% | 0.00% |
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
VVV vs. SCHD - Drawdown Comparison
The maximum VVV drawdown since its inception was -62.34%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VVV and SCHD. For additional features, visit the drawdowns tool.
Volatility
VVV vs. SCHD - Volatility Comparison
Valvoline Inc. (VVV) has a higher volatility of 11.98% compared to Schwab US Dividend Equity ETF (SCHD) at 11.11%. This indicates that VVV'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.