WU vs. SCHD
Compare and contrast key facts about The Western Union Company (WU) 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: WU or SCHD.
Correlation
The correlation between WU and SCHD is 0.53, 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
WU vs. SCHD - Performance Comparison
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Key characteristics
WU:
-0.77
SCHD:
0.19
WU:
-0.96
SCHD:
0.42
WU:
0.88
SCHD:
1.06
WU:
-0.37
SCHD:
0.22
WU:
-1.56
SCHD:
0.71
WU:
13.21%
SCHD:
5.02%
WU:
27.40%
SCHD:
16.24%
WU:
-63.10%
SCHD:
-33.37%
WU:
-52.47%
SCHD:
-9.26%
Returns By Period
In the year-to-date period, WU achieves a -6.34% return, which is significantly lower than SCHD's -2.83% return. Over the past 10 years, WU has underperformed SCHD with an annualized return of -3.07%, while SCHD has yielded a comparatively higher 10.50% annualized return.
WU
-6.34%
-0.10%
-4.32%
-21.05%
-6.27%
-3.07%
SCHD
-2.83%
3.99%
-7.32%
3.02%
13.75%
10.50%
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Risk-Adjusted Performance
WU vs. SCHD — Risk-Adjusted Performance Rank
WU
SCHD
WU vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Western Union Company (WU) 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
WU vs. SCHD - Dividend Comparison
WU's dividend yield for the trailing twelve months is around 9.68%, more than SCHD's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WU The Western Union Company | 9.68% | 8.87% | 7.89% | 6.83% | 5.27% | 4.10% | 2.99% | 4.45% | 3.68% | 2.95% | 3.46% | 2.79% |
SCHD Schwab US Dividend Equity ETF | 3.95% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
WU vs. SCHD - Drawdown Comparison
The maximum WU drawdown since its inception was -63.10%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for WU and SCHD. For additional features, visit the drawdowns tool.
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Volatility
WU vs. SCHD - Volatility Comparison
The Western Union Company (WU) has a higher volatility of 7.01% compared to Schwab US Dividend Equity ETF (SCHD) at 4.86%. This indicates that WU'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.
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