^DWRTF vs. SCHD
Compare and contrast key facts about Dow Jones U.S. Select REIT Index (^DWRTF) 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: ^DWRTF or SCHD.
Correlation
The correlation between ^DWRTF and SCHD is 0.62, 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
^DWRTF vs. SCHD - Performance Comparison
Key characteristics
^DWRTF:
0.33
SCHD:
1.20
^DWRTF:
0.56
SCHD:
1.76
^DWRTF:
1.07
SCHD:
1.21
^DWRTF:
0.18
SCHD:
1.69
^DWRTF:
1.22
SCHD:
5.86
^DWRTF:
4.41%
SCHD:
2.30%
^DWRTF:
16.05%
SCHD:
11.25%
^DWRTF:
-44.52%
SCHD:
-33.37%
^DWRTF:
-19.14%
SCHD:
-6.72%
Returns By Period
In the year-to-date period, ^DWRTF achieves a 3.50% return, which is significantly lower than SCHD's 11.54% return. Over the past 10 years, ^DWRTF has underperformed SCHD with an annualized return of 0.85%, while SCHD has yielded a comparatively higher 10.86% annualized return.
^DWRTF
3.50%
-5.57%
7.21%
4.20%
-0.23%
0.85%
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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Risk-Adjusted Performance
^DWRTF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Select REIT Index (^DWRTF) 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.
Drawdowns
^DWRTF vs. SCHD - Drawdown Comparison
The maximum ^DWRTF drawdown since its inception was -44.52%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ^DWRTF and SCHD. For additional features, visit the drawdowns tool.
Volatility
^DWRTF vs. SCHD - Volatility Comparison
Dow Jones U.S. Select REIT Index (^DWRTF) has a higher volatility of 5.31% compared to Schwab US Dividend Equity ETF (SCHD) at 3.88%. This indicates that ^DWRTF'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.