AABTX vs. SCHD
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and Schwab US Dividend Equity ETF (SCHD).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. 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: AABTX or SCHD.
Correlation
The correlation between AABTX and SCHD is 0.88, 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
AABTX vs. SCHD - Performance Comparison
Key characteristics
AABTX:
0.91
SCHD:
0.14
AABTX:
1.27
SCHD:
0.35
AABTX:
1.19
SCHD:
1.05
AABTX:
1.02
SCHD:
0.17
AABTX:
3.50
SCHD:
0.57
AABTX:
1.86%
SCHD:
4.90%
AABTX:
7.01%
SCHD:
16.03%
AABTX:
-43.94%
SCHD:
-33.37%
AABTX:
-1.67%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, AABTX achieves a 2.78% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, AABTX has underperformed SCHD with an annualized return of 3.19%, while SCHD has yielded a comparatively higher 10.38% annualized return.
AABTX
2.78%
5.02%
-0.99%
6.34%
4.43%
3.19%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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AABTX vs. SCHD - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AABTX vs. SCHD — Risk-Adjusted Performance Rank
AABTX
SCHD
AABTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) 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.
Dividends
AABTX vs. SCHD - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 2.87%, less than SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 2.87% | 2.95% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AABTX vs. SCHD - Drawdown Comparison
The maximum AABTX drawdown since its inception was -43.94%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AABTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AABTX vs. SCHD - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 3.06%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.36%. This indicates that AABTX 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.