AGPIX vs. SCHD
Compare and contrast key facts about AGF Global Sustainable Equity Fund (AGPIX) and Schwab US Dividend Equity ETF (SCHD).
AGPIX is managed by AGF Investments. It was launched on Nov 14, 2017. 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: AGPIX or SCHD.
Key characteristics
| AGPIX | SCHD | |
|---|---|---|
| YTD Return | -34.49% | 1.92% |
| 1Y Return | -31.47% | 9.90% |
| 3Y Return (Ann) | -16.49% | 4.60% |
| 5Y Return (Ann) | -0.68% | 11.33% |
| Sharpe Ratio | -0.83 | 0.86 |
| Daily Std Dev | 38.18% | 11.57% |
| Max Drawdown | -50.34% | -33.37% |
| Current Drawdown | -50.34% | -4.51% |
Correlation
The correlation between AGPIX and SCHD is 0.74, 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
AGPIX vs. SCHD - Performance Comparison
In the year-to-date period, AGPIX achieves a -34.49% return, which is significantly lower than SCHD's 1.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGPIX vs. SCHD - Expense Ratio Comparison
AGPIX has a 0.80% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AGPIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGF Global Sustainable Equity Fund (AGPIX) 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
AGPIX vs. SCHD - Dividend Comparison
AGPIX's dividend yield for the trailing twelve months is around 0.18%, less than SCHD's 3.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGPIX AGF Global Sustainable Equity Fund | 0.18% | 0.12% | 2.00% | 1.95% | 0.39% | 0.15% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.47% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AGPIX vs. SCHD - Drawdown Comparison
The maximum AGPIX drawdown since its inception was -50.34%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AGPIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AGPIX vs. SCHD - Volatility Comparison
AGF Global Sustainable Equity Fund (AGPIX) has a higher volatility of 44.03% compared to Schwab US Dividend Equity ETF (SCHD) at 3.54%. This indicates that AGPIX'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.