^N225 vs. SCHD
Compare and contrast key facts about Nikkei 225 (^N225) 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: ^N225 or SCHD.
Correlation
The correlation between ^N225 and SCHD is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
^N225 vs. SCHD - Performance Comparison
Key characteristics
^N225:
0.71
SCHD:
1.02
^N225:
1.06
SCHD:
1.51
^N225:
1.17
SCHD:
1.18
^N225:
0.71
SCHD:
1.55
^N225:
2.55
SCHD:
5.23
^N225:
7.13%
SCHD:
2.21%
^N225:
25.95%
SCHD:
11.28%
^N225:
-81.87%
SCHD:
-33.37%
^N225:
-8.08%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, ^N225 achieves a 15.99% return, which is significantly higher than SCHD's 10.68% return. Over the past 10 years, ^N225 has underperformed SCHD with an annualized return of 8.35%, while SCHD has yielded a comparatively higher 10.89% annualized return.
^N225
15.99%
1.55%
0.63%
16.84%
10.52%
8.35%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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Risk-Adjusted Performance
^N225 vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nikkei 225 (^N225) 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
^N225 vs. SCHD - Drawdown Comparison
The maximum ^N225 drawdown since its inception was -81.87%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ^N225 and SCHD. For additional features, visit the drawdowns tool.
Volatility
^N225 vs. SCHD - Volatility Comparison
Nikkei 225 (^N225) has a higher volatility of 5.69% compared to Schwab US Dividend Equity ETF (SCHD) at 3.54%. This indicates that ^N225'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.