XMAG vs. SCHD
Compare and contrast key facts about Defiance Large Cap ex-Mag 7 ETF (XMAG) and Schwab US Dividend Equity ETF (SCHD).
XMAG and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XMAG is a passively managed fund by Defiance that tracks the performance of the BITA US 500 ex Magnificent 7 Index. It was launched on Oct 21, 2024. 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 XMAG 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: XMAG or SCHD.
Correlation
The correlation between XMAG and SCHD is 0.52, 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
XMAG vs. SCHD - Performance Comparison
Key characteristics
XMAG:
20.78%
SCHD:
15.93%
XMAG:
-16.17%
SCHD:
-33.37%
XMAG:
-7.21%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, XMAG achieves a -0.83% return, which is significantly higher than SCHD's -5.04% return.
XMAG
-0.83%
-1.03%
-0.18%
N/A
N/A
N/A
SCHD
-5.04%
-7.75%
-7.25%
4.17%
13.28%
10.33%
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XMAG vs. SCHD - Expense Ratio Comparison
XMAG has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
XMAG vs. SCHD — Risk-Adjusted Performance Rank
XMAG
SCHD
XMAG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Large Cap ex-Mag 7 ETF (XMAG) 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.
Not enough dataDividends
XMAG vs. SCHD - Dividend Comparison
XMAG's dividend yield for the trailing twelve months is around 0.24%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XMAG Defiance Large Cap ex-Mag 7 ETF | 0.24% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
XMAG vs. SCHD - Drawdown Comparison
The maximum XMAG drawdown since its inception was -16.17%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XMAG and SCHD. For additional features, visit the drawdowns tool.
Volatility
XMAG vs. SCHD - Volatility Comparison
Defiance Large Cap ex-Mag 7 ETF (XMAG) has a higher volatility of 12.44% compared to Schwab US Dividend Equity ETF (SCHD) at 11.11%. This indicates that XMAG'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.