WOMN vs. SCHD
Compare and contrast key facts about Impact Shares YWCA Women’s Empowerment ETF (WOMN) and Schwab US Dividend Equity ETF (SCHD).
WOMN and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WOMN is a passively managed fund by Impact Shares that tracks the performance of the Morningstar Women’s Empowerment Index. It was launched on Aug 24, 2018. 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 WOMN 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: WOMN or SCHD.
Key characteristics
| WOMN | SCHD | |
|---|---|---|
| YTD Return | 7.90% | 6.10% |
| 1Y Return | 29.27% | 20.12% |
| 3Y Return (Ann) | 9.00% | 4.70% |
| 5Y Return (Ann) | 17.15% | 12.87% |
| Sharpe Ratio | 2.47 | 1.64 |
| Daily Std Dev | 11.62% | 11.22% |
| Max Drawdown | -32.20% | -33.37% |
| Current Drawdown | -0.61% | -0.60% |
Correlation
The correlation between WOMN and SCHD is 0.76, 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
WOMN vs. SCHD - Performance Comparison
In the year-to-date period, WOMN achieves a 7.90% return, which is significantly higher than SCHD's 6.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WOMN vs. SCHD - Expense Ratio Comparison
WOMN has a 0.75% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
WOMN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impact Shares YWCA Women’s Empowerment ETF (WOMN) 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
WOMN vs. SCHD - Dividend Comparison
WOMN's dividend yield for the trailing twelve months is around 1.68%, less than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOMN Impact Shares YWCA Women’s Empowerment ETF | 1.68% | 1.80% | 8.82% | 3.10% | 6.15% | 1.11% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.33% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
WOMN vs. SCHD - Drawdown Comparison
The maximum WOMN drawdown since its inception was -32.20%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for WOMN and SCHD. For additional features, visit the drawdowns tool.
Volatility
WOMN vs. SCHD - Volatility Comparison
Impact Shares YWCA Women’s Empowerment ETF (WOMN) has a higher volatility of 2.76% compared to Schwab US Dividend Equity ETF (SCHD) at 2.48%. This indicates that WOMN'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.