ABNFX vs. SCHZ

In the year-to-date period, ABNFX achieves a 2.12% return, which is significantly lower than SCHZ's 2.54% return. Over the past 10 years, ABNFX has outperformed SCHZ with an annualized return of 1.79%, while SCHZ has yielded a comparatively lower 1.49% annualized return.

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ABNFX has a 0.35% expense ratio, which is higher than SCHZ's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America® Class F-2 (ABNFX) and Schwab U.S. Aggregate Bond ETF (SCHZ). 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.

The current ABNFX Sharpe Ratio is 1.13, which is comparable to the SCHZ Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of ABNFX and SCHZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ABNFX's dividend yield for the trailing twelve months is around 4.16%, more than SCHZ's 4.03% yield.

The maximum ABNFX drawdown since its inception was -17.11%, smaller than the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for ABNFX and SCHZ.

American Funds The Bond Fund of America® Class F-2 (ABNFX) and Schwab U.S. Aggregate Bond ETF (SCHZ) have volatilities of 1.48% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.