ACIIX vs. SCHD
Compare and contrast key facts about American Century Equity Income Fund Class I (ACIIX) and Schwab US Dividend Equity ETF (SCHD).
ACIIX is managed by American Century Investments. It was launched on Jul 8, 1998. 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: ACIIX or SCHD.
Correlation
The correlation between ACIIX and SCHD is 0.91, 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
ACIIX vs. SCHD - Performance Comparison
Key characteristics
ACIIX:
0.08
SCHD:
0.98
ACIIX:
0.17
SCHD:
1.46
ACIIX:
1.03
SCHD:
1.17
ACIIX:
0.07
SCHD:
1.38
ACIIX:
0.33
SCHD:
4.48
ACIIX:
3.08%
SCHD:
2.46%
ACIIX:
12.12%
SCHD:
11.30%
ACIIX:
-44.18%
SCHD:
-33.37%
ACIIX:
-13.81%
SCHD:
-6.93%
Returns By Period
Over the past 10 years, ACIIX has underperformed SCHD with an annualized return of 1.93%, while SCHD has yielded a comparatively higher 11.03% annualized return.
ACIIX
0.00%
-13.81%
-2.72%
1.02%
0.49%
1.93%
SCHD
11.29%
-6.93%
7.47%
11.29%
10.98%
11.03%
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ACIIX vs. SCHD - Expense Ratio Comparison
ACIIX has a 0.72% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
ACIIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) 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
ACIIX vs. SCHD - Dividend Comparison
ACIIX's dividend yield for the trailing twelve months is around 2.09%, less than SCHD's 3.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 2.09% | 2.74% | 2.52% | 2.06% | 2.18% | 2.46% | 3.10% | 2.07% | 2.16% | 2.78% | 2.69% |
SCHD Schwab US Dividend Equity ETF | 3.65% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
ACIIX vs. SCHD - Drawdown Comparison
The maximum ACIIX drawdown since its inception was -44.18%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ACIIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
ACIIX vs. SCHD - Volatility Comparison
American Century Equity Income Fund Class I (ACIIX) has a higher volatility of 9.40% compared to Schwab US Dividend Equity ETF (SCHD) at 3.46%. This indicates that ACIIX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.