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

Key characteristics


AHITXSCHD
YTD Return1.68%6.21%
1Y Return13.14%16.75%
3Y Return (Ann)3.28%6.45%
5Y Return (Ann)4.60%12.79%
10Y Return (Ann)4.12%11.66%
Sharpe Ratio2.791.47
Daily Std Dev4.66%11.53%
Max Drawdown-34.94%-33.37%
Current Drawdown-0.10%0.00%

Correlation

0.41
-1.001.00

The correlation between AHITX and SCHD is 0.41, 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

AHITX vs. SCHD - Performance Comparison

In the year-to-date period, AHITX achieves a 1.68% return, which is significantly lower than SCHD's 6.21% return. Over the past 10 years, AHITX has underperformed SCHD with an annualized return of 4.12%, while SCHD has yielded a comparatively higher 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.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%OctoberNovemberDecember2024FebruaryMarch
91.93%
371.17%
AHITX
SCHD

Compare stocks, funds, or ETFs


American Funds American High-Income Trust

Schwab US Dividend Equity ETF

AHITX vs. SCHD - Expense Ratio Comparison

AHITX has a 0.69% expense ratio, which is higher than SCHD's 0.06% expense ratio.

AHITX
American Funds American High-Income Trust
0.50%1.00%1.50%2.00%0.69%
0.50%1.00%1.50%2.00%0.06%

Risk-Adjusted Performance

AHITX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust (AHITX) 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
AHITX
American Funds American High-Income Trust
2.79
SCHD
Schwab US Dividend Equity ETF
1.47

AHITX vs. SCHD - Sharpe Ratio Comparison

The current AHITX Sharpe Ratio is 2.79, which is higher than the SCHD Sharpe Ratio of 1.47. The chart below compares the 12-month rolling Sharpe Ratio of AHITX and SCHD.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.79
1.47
AHITX
SCHD

Dividends

AHITX vs. SCHD - Dividend Comparison

AHITX's dividend yield for the trailing twelve months is around 6.48%, more than SCHD's 3.33% yield.


TTM20232022202120202019201820172016201520142013
AHITX
American Funds American High-Income Trust
6.48%6.42%5.53%4.26%5.82%6.18%6.32%5.46%5.60%6.95%6.37%6.27%
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

AHITX vs. SCHD - Drawdown Comparison

The maximum AHITX drawdown since its inception was -34.94%, roughly equal to the maximum SCHD drawdown of -33.37%. The drawdown chart below compares losses from any high point along the way for AHITX and SCHD


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.10%
0
AHITX
SCHD

Volatility

AHITX vs. SCHD - Volatility Comparison

The current volatility for American Funds American High-Income Trust (AHITX) is 0.75%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 2.69%. This indicates that AHITX 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.


1.00%2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
0.75%
2.69%
AHITX
SCHD