WSR vs. SCHD
Compare and contrast key facts about Whitestone REIT (WSR) 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: WSR or SCHD.
Correlation
The correlation between WSR and SCHD is 0.43, 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
WSR vs. SCHD - Performance Comparison
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Key characteristics
WSR:
0.26
SCHD:
0.08
WSR:
0.58
SCHD:
0.32
WSR:
1.07
SCHD:
1.04
WSR:
0.41
SCHD:
0.15
WSR:
0.93
SCHD:
0.49
WSR:
7.25%
SCHD:
4.96%
WSR:
22.67%
SCHD:
16.03%
WSR:
-63.62%
SCHD:
-33.37%
WSR:
-15.91%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, WSR achieves a -9.68% return, which is significantly lower than SCHD's -4.97% return. Over the past 10 years, WSR has underperformed SCHD with an annualized return of 5.58%, while SCHD has yielded a comparatively higher 10.39% annualized return.
WSR
-9.68%
-3.19%
-11.12%
5.95%
20.77%
5.58%
SCHD
-4.97%
-0.54%
-9.89%
1.26%
12.61%
10.39%
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Risk-Adjusted Performance
WSR vs. SCHD — Risk-Adjusted Performance Rank
WSR
SCHD
WSR vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) 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.
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Dividends
WSR vs. SCHD - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 4.08%, which matches SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 4.08% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% | 7.54% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
WSR vs. SCHD - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for WSR and SCHD. For additional features, visit the drawdowns tool.
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Volatility
WSR vs. SCHD - Volatility Comparison
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