Correlation
The correlation between ZDIVX and SCHD is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
ZDIVX vs. SCHD
Compare and contrast key facts about Zacks Dividend Fund (ZDIVX) and Schwab US Dividend Equity ETF (SCHD).
ZDIVX is managed by Zacks. It was launched on Jan 31, 2014. 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: ZDIVX or SCHD.
Performance
ZDIVX vs. SCHD - Performance Comparison
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Key characteristics
ZDIVX:
0.79
SCHD:
0.35
ZDIVX:
1.11
SCHD:
0.56
ZDIVX:
1.16
SCHD:
1.07
ZDIVX:
0.81
SCHD:
0.33
ZDIVX:
3.03
SCHD:
0.99
ZDIVX:
3.76%
SCHD:
5.36%
ZDIVX:
15.49%
SCHD:
16.40%
ZDIVX:
-35.27%
SCHD:
-33.37%
ZDIVX:
-3.20%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, ZDIVX achieves a 2.92% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, ZDIVX has underperformed SCHD with an annualized return of 6.58%, while SCHD has yielded a comparatively higher 10.58% annualized return.
ZDIVX
2.92%
3.69%
-3.20%
12.15%
4.38%
9.14%
6.58%
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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ZDIVX vs. SCHD - Expense Ratio Comparison
ZDIVX has a 1.30% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ZDIVX vs. SCHD — Risk-Adjusted Performance Rank
ZDIVX
SCHD
ZDIVX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Dividend Fund (ZDIVX) 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
ZDIVX vs. SCHD - Dividend Comparison
ZDIVX's dividend yield for the trailing twelve months is around 5.53%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZDIVX Zacks Dividend Fund | 5.53% | 5.89% | 6.01% | 6.32% | 3.97% | 2.81% | 2.51% | 6.66% | 3.30% | 1.60% | 2.85% | 1.10% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ZDIVX vs. SCHD - Drawdown Comparison
The maximum ZDIVX drawdown since its inception was -35.27%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ZDIVX and SCHD.
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Volatility
ZDIVX vs. SCHD - Volatility Comparison
The current volatility for Zacks Dividend Fund (ZDIVX) is 4.03%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that ZDIVX 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.
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