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.
Performance
AGTHX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, AGTHX achieves a 29.24% return, which is significantly higher than SCHD's 18.85% return. Over the past 10 years, AGTHX has outperformed SCHD with an annualized return of 13.53%, while SCHD has yielded a comparatively lower 11.69% annualized return.
AGTHX
29.24%
3.95%
13.69%
36.92%
15.23%
13.53%
SCHD
18.85%
3.78%
14.95%
27.79%
13.14%
11.69%
Key characteristics
| AGTHX | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.46 | 2.49 |
| Sortino Ratio | 3.24 | 3.58 |
| Omega Ratio | 1.44 | 1.44 |
| Calmar Ratio | 2.13 | 3.79 |
| Martin Ratio | 15.80 | 13.58 |
| Ulcer Index | 2.35% | 2.05% |
| Daily Std Dev | 15.06% | 11.15% |
| Max Drawdown | -65.35% | -33.37% |
| Current Drawdown | -0.95% | 0.00% |
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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.
Correlation
The correlation between AGTHX 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.
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.
Dividends
AGTHX vs. SCHD - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 5.27%, more than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 5.27% | 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 -65.35%, 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. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. SCHD - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 4.60% compared to Schwab US Dividend Equity ETF (SCHD) at 3.67%. 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.