AGTHX vs. SCHD
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Schwab U.S. Dividend Equity ETF (SCHD).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. 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.
Performance
AGTHX vs. SCHD - Performance Comparison
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AGTHX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | -7.11% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
SCHD Schwab U.S. Dividend Equity ETF | 12.35% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, AGTHX achieves a -7.11% return, which is significantly lower than SCHD's 12.35% return. Over the past 10 years, AGTHX has outperformed SCHD with an annualized return of 14.44%, while SCHD has yielded a comparatively lower 12.30% annualized return.
AGTHX
- 1D
- 1.04%
- 1M
- -4.03%
- YTD
- -7.11%
- 6M
- -6.60%
- 1Y
- 16.86%
- 3Y*
- 20.68%
- 5Y*
- 9.18%
- 10Y*
- 14.44%
SCHD
- 1D
- 0.16%
- 1M
- -2.44%
- YTD
- 12.35%
- 6M
- 13.88%
- 1Y
- 13.89%
- 3Y*
- 11.70%
- 5Y*
- 8.35%
- 10Y*
- 12.30%
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AGTHX vs. SCHD - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
AGTHX vs. SCHD — Risk / Return Rank
AGTHX
SCHD
AGTHX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and Schwab U.S. 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.
| AGTHX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.89 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.34 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.09 | +0.28 |
Martin ratioReturn relative to average drawdown | 5.11 | 3.69 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGTHX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.89 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.58 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.74 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.84 | -0.16 |
Correlation
The correlation between AGTHX and SCHD is 0.70, 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.
Dividends
AGTHX vs. SCHD - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 11.51%, more than SCHD's 3.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 11.51% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
SCHD Schwab U.S. Dividend Equity ETF | 3.45% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
AGTHX vs. SCHD - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AGTHX and SCHD.
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Drawdown Indicators
| AGTHX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -33.37% | -18.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -9.02% | -4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -16.85% | -19.53% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -33.37% | -3.01% |
Current DrawdownCurrent decline from peak | -9.77% | -3.27% | -6.50% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -3.34% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.76% | -0.07% |
Volatility
AGTHX vs. SCHD - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.78% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.35%. This indicates that AGTHX'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.
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Volatility by Period
| AGTHX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 2.35% | +4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 7.93% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 15.69% | +5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 14.40% | +5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 16.69% | +2.95% |