^NQROBO vs. SCHD
Compare and contrast key facts about Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) 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: ^NQROBO or SCHD.
Correlation
The correlation between ^NQROBO and SCHD is 0.81, 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.
Performance
^NQROBO vs. SCHD - Performance Comparison
Key characteristics
^NQROBO:
-0.16
SCHD:
0.18
^NQROBO:
-0.06
SCHD:
0.36
^NQROBO:
0.99
SCHD:
1.05
^NQROBO:
-0.09
SCHD:
0.18
^NQROBO:
-0.45
SCHD:
0.63
^NQROBO:
8.22%
SCHD:
4.49%
^NQROBO:
23.43%
SCHD:
16.01%
^NQROBO:
-44.12%
SCHD:
-33.37%
^NQROBO:
-29.70%
SCHD:
-11.06%
Returns By Period
In the year-to-date period, ^NQROBO achieves a -8.10% return, which is significantly lower than SCHD's -4.75% return.
^NQROBO
-8.10%
0.23%
-5.74%
-1.49%
5.45%
N/A
SCHD
-4.75%
-6.49%
-7.26%
3.70%
12.33%
10.39%
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Risk-Adjusted Performance
^NQROBO vs. SCHD — Risk-Adjusted Performance Rank
^NQROBO
SCHD
^NQROBO vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) 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
^NQROBO vs. SCHD - Drawdown Comparison
The maximum ^NQROBO drawdown since its inception was -44.12%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ^NQROBO and SCHD. For additional features, visit the drawdowns tool.
Volatility
^NQROBO vs. SCHD - Volatility Comparison
Nasdaq CTA Artificial Intelligence & Robotics (^NQROBO) has a higher volatility of 13.80% compared to Schwab US Dividend Equity ETF (SCHD) at 11.23%. This indicates that ^NQROBO'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.