AGQIX vs. SCHD
Compare and contrast key facts about AGF Emerging Markets Equity Fund (AGQIX) and Schwab US Dividend Equity ETF (SCHD).
AGQIX is managed by AGF Investments. It was launched on Jan 2, 2020. 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: AGQIX or SCHD.
Correlation
The correlation between AGQIX and SCHD is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AGQIX vs. SCHD - Performance Comparison
Key characteristics
Returns By Period
AGQIX
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
3.15%
0.68%
4.27%
13.92%
11.66%
11.18%
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AGQIX vs. SCHD - Expense Ratio Comparison
AGQIX has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AGQIX vs. SCHD — Risk-Adjusted Performance Rank
AGQIX
SCHD
AGQIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGF Emerging Markets Equity Fund (AGQIX) 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
AGQIX vs. SCHD - Dividend Comparison
AGQIX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGQIX AGF Emerging Markets Equity Fund | 99.95% | 99.95% | 1.97% | 1.64% | 0.41% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AGQIX vs. SCHD - Drawdown Comparison
Volatility
AGQIX vs. SCHD - Volatility Comparison
The current volatility for AGF Emerging Markets Equity Fund (AGQIX) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.33%. This indicates that AGQIX 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.