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

Key characteristics


AGTHXSCHD
YTD Return12.75%6.21%
1Y Return44.43%16.75%
3Y Return (Ann)7.90%6.45%
5Y Return (Ann)14.71%12.79%
10Y Return (Ann)13.33%11.66%
Sharpe Ratio2.461.47
Daily Std Dev17.91%11.53%
Max Drawdown-65.31%-33.37%
Current Drawdown-0.20%0.00%

Correlation

0.76
-1.001.00

The correlation between AGTHX and SCHD is 0.76, 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

AGTHX vs. SCHD - Performance Comparison

In the year-to-date period, AGTHX achieves a 12.75% return, which is significantly higher than SCHD's 6.21% return. Over the past 10 years, AGTHX has outperformed SCHD with an annualized return of 13.33%, while SCHD has yielded a comparatively lower 11.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


300.00%350.00%400.00%450.00%OctoberNovemberDecember2024FebruaryMarch
475.53%
371.17%
AGTHX
SCHD

Compare stocks, funds, or ETFs


American Funds The Growth Fund of America Class A

Schwab US Dividend Equity ETF

AGTHX vs. SCHD - Expense Ratio Comparison

AGTHX has a 0.61% expense ratio, which is higher than SCHD's 0.06% expense ratio.

AGTHX
American Funds The Growth Fund of America Class A
0.50%1.00%1.50%2.00%0.61%
0.50%1.00%1.50%2.00%0.06%

Risk-Adjusted Performance

AGTHX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AGTHX
American Funds The Growth Fund of America Class A
2.46
SCHD
Schwab US Dividend Equity ETF
1.47

AGTHX vs. SCHD - Sharpe Ratio Comparison

The current AGTHX Sharpe Ratio is 2.46, which is higher than the SCHD Sharpe Ratio of 1.47. The chart below compares the 12-month rolling Sharpe Ratio of AGTHX and SCHD.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
2.46
1.47
AGTHX
SCHD

Dividends

AGTHX vs. SCHD - Dividend Comparison

AGTHX's dividend yield for the trailing twelve months is around 6.04%, more than SCHD's 3.33% yield.


TTM20232022202120202019201820172016201520142013
AGTHX
American Funds The Growth Fund of America Class A
6.04%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%6.71%
SCHD
Schwab US Dividend Equity ETF
3.33%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

AGTHX vs. SCHD - Drawdown Comparison

The maximum AGTHX drawdown since its inception was -65.31%, which is greater than SCHD's maximum drawdown of -33.37%. The drawdown chart below compares losses from any high point along the way for AGTHX and SCHD


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.20%
0
AGTHX
SCHD

Volatility

AGTHX vs. SCHD - Volatility Comparison

American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 3.78% compared to Schwab US Dividend Equity ETF (SCHD) at 2.69%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
3.78%
2.69%
AGTHX
SCHD