WPC vs. SCHP
Compare and contrast key facts about W. P. Carey Inc. (WPC) and Schwab U.S. TIPS ETF (SCHP).
SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or SCHP.
Correlation
The correlation between WPC and SCHP is 0.10, 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
WPC vs. SCHP - Performance Comparison
Key characteristics
WPC:
0.66
SCHP:
1.19
WPC:
1.06
SCHP:
1.69
WPC:
1.13
SCHP:
1.21
WPC:
0.42
SCHP:
0.48
WPC:
1.88
SCHP:
3.39
WPC:
7.15%
SCHP:
1.53%
WPC:
20.38%
SCHP:
4.36%
WPC:
-52.45%
SCHP:
-14.26%
WPC:
-18.45%
SCHP:
-5.55%
Returns By Period
In the year-to-date period, WPC achieves a 12.33% return, which is significantly higher than SCHP's 1.90% return. Over the past 10 years, WPC has outperformed SCHP with an annualized return of 4.71%, while SCHP has yielded a comparatively lower 2.32% annualized return.
WPC
12.33%
7.61%
7.41%
14.45%
-0.89%
4.71%
SCHP
1.90%
1.35%
0.58%
5.30%
1.72%
2.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WPC vs. SCHP — Risk-Adjusted Performance Rank
WPC
SCHP
WPC vs. SCHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and Schwab U.S. TIPS ETF (SCHP). 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
WPC vs. SCHP - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.70%, more than SCHP's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.70% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
SCHP Schwab U.S. TIPS ETF | 2.93% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
Drawdowns
WPC vs. SCHP - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for WPC and SCHP. For additional features, visit the drawdowns tool.
Volatility
WPC vs. SCHP - Volatility Comparison
W. P. Carey Inc. (WPC) has a higher volatility of 7.55% compared to Schwab U.S. TIPS ETF (SCHP) at 1.18%. This indicates that WPC's price experiences larger fluctuations and is considered to be riskier than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.