^GSPTXDV vs. SCHD
Compare and contrast key facts about S&P/TSX Dividend Aristocrats (^GSPTXDV) 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: ^GSPTXDV or SCHD.
Correlation
The correlation between ^GSPTXDV and SCHD is 0.66, 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
^GSPTXDV vs. SCHD - Performance Comparison
Key characteristics
^GSPTXDV:
1.22
SCHD:
0.14
^GSPTXDV:
1.58
SCHD:
0.35
^GSPTXDV:
1.22
SCHD:
1.05
^GSPTXDV:
0.99
SCHD:
0.17
^GSPTXDV:
3.17
SCHD:
0.57
^GSPTXDV:
3.99%
SCHD:
4.90%
^GSPTXDV:
10.95%
SCHD:
16.03%
^GSPTXDV:
-46.09%
SCHD:
-33.37%
^GSPTXDV:
-4.20%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, ^GSPTXDV achieves a 0.33% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, ^GSPTXDV has underperformed SCHD with an annualized return of 3.11%, while SCHD has yielded a comparatively higher 10.38% annualized return.
^GSPTXDV
0.33%
9.92%
-2.65%
13.72%
10.68%
3.11%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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Risk-Adjusted Performance
^GSPTXDV vs. SCHD — Risk-Adjusted Performance Rank
^GSPTXDV
SCHD
^GSPTXDV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P/TSX Dividend Aristocrats (^GSPTXDV) 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
^GSPTXDV vs. SCHD - Drawdown Comparison
The maximum ^GSPTXDV drawdown since its inception was -46.09%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ^GSPTXDV and SCHD. For additional features, visit the drawdowns tool.
Volatility
^GSPTXDV vs. SCHD - Volatility Comparison
The current volatility for S&P/TSX Dividend Aristocrats (^GSPTXDV) is 5.17%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.36%. This indicates that ^GSPTXDV 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.