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 -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WPC vs. SCHP - Performance Comparison
Key characteristics
WPC:
0.69
SCHP:
1.56
WPC:
1.09
SCHP:
2.21
WPC:
1.13
SCHP:
1.28
WPC:
0.48
SCHP:
0.68
WPC:
2.01
SCHP:
4.72
WPC:
7.30%
SCHP:
1.54%
WPC:
21.47%
SCHP:
4.65%
WPC:
-52.45%
SCHP:
-14.26%
WPC:
-17.94%
SCHP:
-4.07%
Returns By Period
In the year-to-date period, WPC achieves a 13.04% return, which is significantly higher than SCHP's 3.50% return. Over the past 10 years, WPC has outperformed SCHP with an annualized return of 5.49%, while SCHP has yielded a comparatively lower 2.27% annualized return.
WPC
13.04%
-0.06%
6.91%
14.22%
7.25%
5.49%
SCHP
3.50%
0.37%
2.19%
7.25%
1.55%
2.27%
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 5.79%, more than SCHP's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.79% | 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 | 3.19% | 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 10.09% compared to Schwab U.S. TIPS ETF (SCHP) at 2.19%. 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.