ABNFX vs. SCHZ
Compare and contrast key facts about American Funds The Bond Fund of America® Class F-2 (ABNFX) and Schwab U.S. Aggregate Bond ETF (SCHZ).
ABNFX is managed by American Funds. It was launched on Aug 4, 2008. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate. It was launched on Jul 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABNFX or SCHZ.
Correlation
The correlation between ABNFX and SCHZ is 0.86, 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
ABNFX vs. SCHZ - Performance Comparison
Key characteristics
ABNFX:
0.62
SCHZ:
0.81
ABNFX:
0.89
SCHZ:
1.20
ABNFX:
1.11
SCHZ:
1.14
ABNFX:
0.22
SCHZ:
0.44
ABNFX:
1.60
SCHZ:
2.16
ABNFX:
2.09%
SCHZ:
2.04%
ABNFX:
5.38%
SCHZ:
5.36%
ABNFX:
-19.92%
SCHZ:
-17.16%
ABNFX:
-9.58%
SCHZ:
-3.61%
Returns By Period
The year-to-date returns for both stocks are quite close, with ABNFX having a 1.28% return and SCHZ slightly lower at 1.27%. Over the past 10 years, ABNFX has underperformed SCHZ with an annualized return of 1.29%, while SCHZ has yielded a comparatively higher 2.39% annualized return.
ABNFX
1.28%
1.46%
0.32%
3.62%
-0.30%
1.29%
SCHZ
1.27%
1.45%
0.61%
4.69%
0.55%
2.39%
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ABNFX vs. SCHZ - Expense Ratio Comparison
ABNFX has a 0.35% expense ratio, which is higher than SCHZ's 0.04% expense ratio.
Risk-Adjusted Performance
ABNFX vs. SCHZ — Risk-Adjusted Performance Rank
ABNFX
SCHZ
ABNFX vs. SCHZ - Risk-Adjusted Performance Comparison
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.
Dividends
ABNFX vs. SCHZ - Dividend Comparison
ABNFX's dividend yield for the trailing twelve months is around 4.53%, less than SCHZ's 5.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.53% | 4.56% | 3.84% | 2.97% | 1.68% | 2.12% | 2.57% | 2.66% | 2.10% | 1.97% | 2.23% | 2.40% |
SCHZ Schwab U.S. Aggregate Bond ETF | 5.27% | 5.27% | 4.64% | 3.54% | 3.08% | 3.24% | 3.27% | 4.65% | 4.01% | 2.80% | 3.53% | 3.21% |
Drawdowns
ABNFX vs. SCHZ - Drawdown Comparison
The maximum ABNFX drawdown since its inception was -19.92%, which is greater than SCHZ's maximum drawdown of -17.16%. Use the drawdown chart below to compare losses from any high point for ABNFX and SCHZ. For additional features, visit the drawdowns tool.
Volatility
ABNFX vs. SCHZ - Volatility Comparison
American Funds The Bond Fund of America® Class F-2 (ABNFX) and Schwab U.S. Aggregate Bond ETF (SCHZ) have volatilities of 1.43% and 1.41%, 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.