Performance
SCHD vs. DGRO - Performance Comparison
In the year-to-date period, SCHD achieves a 11.52% return, which is significantly lower than DGRO's 16.44% return. Both investments have delivered pretty close results over the past 10 years, with SCHD having a 11.41% annualized return and DGRO not far ahead at 11.88%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SCHD
DGRO
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SCHD vs. DGRO - Expense Ratio Comparison
SCHD has a 0.06% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHD vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and iShares Core Dividend Growth ETF (DGRO). 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.
SCHD vs. DGRO - Sharpe Ratio Comparison
The current SCHD Sharpe Ratio is 1.49, which is lower than the DGRO Sharpe Ratio of 2.15. The chart below compares the 12-month rolling Sharpe Ratio of SCHD and DGRO.
SCHD
DGRO
Dividends
SCHD vs. DGRO - Dividend Comparison
SCHD's dividend yield for the trailing twelve months is around 3.40%, more than DGRO's 2.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
DGRO iShares Core Dividend Growth ETF | 2.20% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
SCHD vs. DGRO - Drawdown Comparison
The maximum SCHD drawdown since its inception was -33.37%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SCHD and DGRO. For additional features, visit the drawdowns tool.
SCHD
DGRO
Volatility
SCHD vs. DGRO - Volatility Comparison
Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 3.02% compared to iShares Core Dividend Growth ETF (DGRO) at 2.64%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
SCHD
DGRO
