SCHD vs VOO comparison¶
SCHD vs VOO performance comment¶
Market Performance Metrics Overview¶
| Metrics | Data1 (SCHD) | Data2 (VOO) |
|---|---|---|
| High | 77.23 | 449.19 |
| Low | 74.91 | 428.64 |
| Close | 76.40 | 445.99 |
| Start Price | 76.69 | 434.01 |
| Gain % | -0.38% | 2.76% |
| Annualized Gain % | -5.75% | 41.98% |
| Annualized Volatility % | 9.21% | 10.01% |
| Max Drawdown % | -2.04% | -1.06% |
| Sharpe Ratio | -0.65 | 4.62 |
The selected metrics provide an overview of the performance of the two markets, SCHD and VOO, over the specified 60-day period.
Gain and Annualized Gain¶
SCHD experienced a -0.38% gain over 60 days, while VOO saw a 2.76% gain. The Annualized Gain % takes into account compounding effects over a year, and it indicates that VOO had a substantially higher annualized gain at 41.98% compared to SCHD's -5.75%.
Volatility and Max Drawdown¶
The Annualized Volatility % measures the fluctuation in the market prices, with VOO experiencing a slightly higher volatility of 10.01% compared to SCHD's 9.21%. Max Drawdown represents the peak-to-trough decline during a specific period and VOO had a lower drawdown of -1.06% compared to SCHD's -2.04%.
Sharpe Ratio¶
The Sharpe Ratio helps assess the return of an investment compared to its risk. While SCHD had a negative Sharpe Ratio of -0.65, indicating a lower return relative to its risk, VOO boasted a significantly higher and positive Sharpe Ratio of 4.62, suggesting a better risk-adjusted return compared to SCHD.
In summary, despite SCHD's lower volatility, VOO outperformed with higher gains and a superior risk-adjusted return, as depicted by its Sharpe Ratio. However, investors should consider their risk tolerance and investment objectives when making decisions based on these metrics.
SCHD YTD Return (Daily)¶
Comment on YTD Total Returns Results of SCHD¶
Year-to-Date Performance¶
The YTD Open for SCHD was 75.86 and reached a high of 77.23, with a low of 74.91. The YTD Close was 76.4, resulting in a YTD Gain of -0.38%. The YTD Annualized Gain was -5.75%, with an Annualized Volatility of 9.21%. The Max Drawdown for the year was -2.04%. The Sharpe Ratio for the YTD is -0.65, indicating a negative risk-adjusted return.
Last Year Performance¶
The Annualized Gain for the last year was 4.68%, with an Annualized Volatility of 12.88%. The Max Drawdown for the last year was -11.97%, resulting in a positive Sharpe Ratio of 0.42.
Historical Performance¶
Excluding the current year, the Historical Annualized Gain was 13.50%, with an Annualized Volatility of 15.80%. The Max Drawdown in the data (excluding the current year) was -33.37%.
Market Volatility and Risk¶
The Average Sharpe Ratio for All Years (Excluding Last) was 0.85, indicating a generally positive risk-adjusted return. The Current Average Annualized Volatility is 8.57%, lower than the Average Annualized Volatility a Month Ago, which was 11.50%.
Current Market Condition¶
The Current Last Close for SCHD is 76.40, with a Last 5 Days Gain of 1.22%. The Moving Average (MA) 200 stands at 71.44, the MA 50 at 73.92, and the MA 5 at 76.51. The current price is above all the MA values, indicating a bullish trend in the market. In conclusion, the SCHD performance over the past year has been relatively stable, with a positive annualized gain and lower volatility compared to historical data. The current market condition suggests a bullish trend, with the price well above the moving averages, potentially indicating further upside potential in the near future.
SCHD Annual Dividends¶
| Year | Annual Dividend | Dividend Yield |
|---|---|---|
| 2023 | $2.66 | 3.64% |
| 2022 | $2.56 | 3.34% |
| 2021 | $2.25 | 2.87% |
| 2020 | $2.03 | 3.11% |
| 2019 | $1.72 | 3.0% |
SCHD Montly Dividends¶
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.0 | 0.0 | $0.6 | 0.0 | 0.0 | $0.66 | 0.0 | 0.0 | $0.65 | 0.0 | 0.0 | $0.74 |
| 2022 | 0.0 | 0.0 | $0.52 | 0.0 | 0.0 | $0.7 | 0.0 | 0.0 | $0.64 | 0.0 | 0.0 | $0.7 |
| 2021 | 0.0 | 0.0 | $0.5 | 0.0 | 0.0 | $0.54 | 0.0 | 0.0 | $0.59 | 0.0 | 0.0 | $0.62 |
| 2020 | 0.0 | 0.0 | $0.44 | 0.0 | 0.0 | $0.44 | 0.0 | 0.0 | $0.54 | 0.0 | 0.0 | $0.6 |
| 2019 | 0.0 | 0.0 | $0.35 | 0.0 | 0.0 | $0.42 | 0.0 | 0.0 | $0.49 | 0.0 | 0.0 | $0.47 |
| 2018 | 0.0 | 0.0 | $0.26 | 0.0 | 0.0 | $0.41 | 0.0 | 0.0 | $0.37 | 0.0 | 0.0 | $0.41 |
| 2017 | 0.0 | 0.0 | $0.33 | 0.0 | 0.0 | $0.33 | 0.0 | 0.0 | $0.34 | 0.0 | 0.0 | $0.34 |
| 2016 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.32 | 0.0 | 0.0 | $0.24 | 0.0 | 0.0 | $0.4 |
| 2015 | 0.0 | 0.0 | $0.27 | 0.0 | 0.0 | $0.31 | 0.0 | 0.0 | $0.3 | 0.0 | 0.0 | $0.27 |
| 2014 | 0.0 | 0.0 | $0.25 | 0.0 | 0.0 | $0.27 | 0.0 | 0.0 | $0.25 | 0.0 | 0.0 | $0.28 |
| 2013 | 0.0 | 0.0 | $0.2 | 0.0 | 0.0 | $0.22 | 0.0 | 0.0 | $0.23 | 0.0 | 0.0 | $0.25 |
| 2012 | 0.0 | 0.0 | $0.14 | 0.0 | 0.0 | $0.21 | 0.0 | 0.0 | $0.21 | 0.0 | 0.0 | $0.26 |
| 2011 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | $0.12 |
Published: 2024-01-25
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