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ACIIX vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


ACIIXSCHD
YTD Return12.13%11.68%
1Y Return14.75%17.50%
3Y Return (Ann)5.26%6.09%
5Y Return (Ann)7.82%13.40%
10Y Return (Ann)8.60%11.47%
Sharpe Ratio1.791.55
Daily Std Dev8.40%11.73%
Max Drawdown-39.18%-33.37%
Current Drawdown0.00%-0.17%

Correlation

-0.50.00.51.00.9

The correlation between ACIIX and SCHD is 0.93, 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

The year-to-date returns for both stocks are quite close, with ACIIX having a 12.13% return and SCHD slightly lower at 11.68%. Over the past 10 years, ACIIX has underperformed SCHD with an annualized return of 8.60%, while SCHD has yielded a comparatively higher 11.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


200.00%250.00%300.00%350.00%400.00%MarchAprilMayJuneJulyAugust
251.17%
395.45%
ACIIX
SCHD

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Century Equity Income Fund Class I

Schwab US Dividend Equity ETF

ACIIX vs. SCHD - Expense Ratio Comparison

ACIIX has a 0.72% expense ratio, which is higher than SCHD's 0.06% expense ratio.


ACIIX
American Century Equity Income Fund Class I
Expense ratio chart for ACIIX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

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.


ACIIX
Sharpe ratio
The chart of Sharpe ratio for ACIIX, currently valued at 1.79, compared to the broader market-1.000.001.002.003.004.005.001.79
Sortino ratio
The chart of Sortino ratio for ACIIX, currently valued at 2.48, compared to the broader market-2.000.002.004.006.008.0010.0012.002.48
Omega ratio
The chart of Omega ratio for ACIIX, currently valued at 1.33, compared to the broader market1.001.502.002.503.003.504.001.33
Calmar ratio
The chart of Calmar ratio for ACIIX, currently valued at 1.50, compared to the broader market0.005.0010.0015.0020.001.50
Martin ratio
The chart of Martin ratio for ACIIX, currently valued at 6.32, compared to the broader market0.0020.0040.0060.0080.006.32
SCHD
Sharpe ratio
The chart of Sharpe ratio for SCHD, currently valued at 1.55, compared to the broader market-1.000.001.002.003.004.005.001.55
Sortino ratio
The chart of Sortino ratio for SCHD, currently valued at 2.26, compared to the broader market-2.000.002.004.006.008.0010.0012.002.26
Omega ratio
The chart of Omega ratio for SCHD, currently valued at 1.27, compared to the broader market1.001.502.002.503.003.504.001.27
Calmar ratio
The chart of Calmar ratio for SCHD, currently valued at 1.37, compared to the broader market0.005.0010.0015.0020.001.37
Martin ratio
The chart of Martin ratio for SCHD, currently valued at 5.83, compared to the broader market0.0020.0040.0060.0080.005.83

ACIIX vs. SCHD - Sharpe Ratio Comparison

The current ACIIX Sharpe Ratio is 1.79, which roughly equals the SCHD Sharpe Ratio of 1.55. The chart below compares the 12-month rolling Sharpe Ratio of ACIIX and SCHD.


Rolling 12-month Sharpe Ratio0.501.001.502.00MarchAprilMayJuneJulyAugust
1.79
1.55
ACIIX
SCHD

Dividends

ACIIX vs. SCHD - Dividend Comparison

ACIIX's dividend yield for the trailing twelve months is around 7.54%, more than SCHD's 3.39% yield.


TTM20232022202120202019201820172016201520142013
ACIIX
American Century Equity Income Fund Class I
7.54%8.21%8.96%7.02%2.18%7.57%9.05%12.14%8.08%10.70%10.26%8.97%
SCHD
Schwab US Dividend Equity ETF
3.39%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

ACIIX vs. SCHD - Drawdown Comparison

The maximum ACIIX drawdown since its inception was -39.18%, 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.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%MarchAprilMayJuneJulyAugust0
-0.17%
ACIIX
SCHD

Volatility

ACIIX vs. SCHD - Volatility Comparison

The current volatility for American Century Equity Income Fund Class I (ACIIX) is 3.07%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.22%. This indicates that ACIIX 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.


1.00%2.00%3.00%4.00%5.00%MarchAprilMayJuneJulyAugust
3.07%
4.22%
ACIIX
SCHD