XSEP vs. SCHD
Compare and contrast key facts about FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) and Schwab US Dividend Equity ETF (SCHD).
XSEP and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSEP is an actively managed fund by FT Vest. It was launched on Sep 20, 2022. 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: XSEP or SCHD.
Key characteristics
| XSEP | SCHD | |
|---|---|---|
| YTD Return | 6.50% | 12.56% |
| 1Y Return | 11.04% | 18.96% |
| Sharpe Ratio | 2.72 | 1.58 |
| Daily Std Dev | 4.07% | 11.80% |
| Max Drawdown | -3.48% | -33.37% |
| Current Drawdown | 0.00% | -0.46% |
Correlation
The correlation between XSEP and SCHD is 0.70, 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
XSEP vs. SCHD - Performance Comparison
In the year-to-date period, XSEP achieves a 6.50% return, which is significantly lower than SCHD's 12.56% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XSEP vs. SCHD - Expense Ratio Comparison
XSEP has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
XSEP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) 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.
Dividends
XSEP vs. SCHD - Dividend Comparison
XSEP has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSEP FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September | 0.00% | 0.00% | 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 | 2.59% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
XSEP vs. SCHD - Drawdown Comparison
The maximum XSEP drawdown since its inception was -3.48%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XSEP and SCHD. For additional features, visit the drawdowns tool.
Volatility
XSEP vs. SCHD - Volatility Comparison
The current volatility for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) is 0.27%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.09%. This indicates that XSEP experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.