AGTHX vs. SCHD
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or SCHD.
Key characteristics
AGTHX | SCHD | |
---|---|---|
YTD Return | 12.75% | 6.21% |
1Y Return | 44.43% | 16.75% |
3Y Return (Ann) | 7.90% | 6.45% |
5Y Return (Ann) | 14.71% | 12.79% |
10Y Return (Ann) | 13.33% | 11.66% |
Sharpe Ratio | 2.46 | 1.47 |
Daily Std Dev | 17.91% | 11.53% |
Max Drawdown | -65.31% | -33.37% |
Current Drawdown | -0.20% | 0.00% |
Correlation
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.
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AGTHX vs. SCHD - Expense Ratio Comparison
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
American Funds The Growth Fund of America Class A | 2.46 | ||||
Schwab US Dividend Equity ETF | 1.47 |
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
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.