XPAY vs. SCHD
Compare and contrast key facts about Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) and Schwab US Dividend Equity ETF (SCHD).
XPAY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XPAY is an actively managed fund by Roundhill. It was launched on Oct 30, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XPAY or SCHD.
Correlation
The correlation between XPAY and SCHD is 0.55, 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
XPAY vs. SCHD - Performance Comparison
Key characteristics
XPAY:
24.15%
SCHD:
15.99%
XPAY:
-18.20%
SCHD:
-33.37%
XPAY:
-9.78%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, XPAY achieves a -5.94% return, which is significantly lower than SCHD's -5.19% return.
XPAY
-5.94%
-3.16%
N/A
N/A
N/A
N/A
SCHD
-5.19%
-7.66%
-7.13%
3.11%
13.15%
10.28%
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XPAY vs. SCHD - Expense Ratio Comparison
XPAY has a 0.49% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
XPAY vs. SCHD — Risk-Adjusted Performance Rank
XPAY
SCHD
XPAY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) 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
XPAY vs. SCHD - Dividend Comparison
XPAY's dividend yield for the trailing twelve months is around 11.50%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPAY Roundhill S&P 500 Target 20 Managed Distribution ETF | 11.50% | 3.40% | 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
XPAY vs. SCHD - Drawdown Comparison
The maximum XPAY drawdown since its inception was -18.20%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XPAY and SCHD. For additional features, visit the drawdowns tool.
Volatility
XPAY vs. SCHD - Volatility Comparison
Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) has a higher volatility of 13.94% compared to Schwab US Dividend Equity ETF (SCHD) at 11.20%. This indicates that XPAY'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.