AHITX vs. SCHD
Compare and contrast key facts about American Funds American High-Income Trust (AHITX) and Schwab US Dividend Equity ETF (SCHD).
AHITX is managed by American Funds. It was launched on Feb 19, 1988. 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: AHITX or SCHD.
Key characteristics
| AHITX | SCHD | |
|---|---|---|
| YTD Return | 8.95% | 16.94% |
| 1Y Return | 15.16% | 26.08% |
| 3Y Return (Ann) | 3.76% | 6.78% |
| 5Y Return (Ann) | 5.82% | 12.63% |
| 10Y Return (Ann) | 4.82% | 11.59% |
| Sharpe Ratio | 4.04 | 2.44 |
| Sortino Ratio | 7.21 | 3.51 |
| Omega Ratio | 2.01 | 1.43 |
| Calmar Ratio | 3.96 | 3.30 |
| Martin Ratio | 31.78 | 13.27 |
| Ulcer Index | 0.47% | 2.04% |
| Daily Std Dev | 3.69% | 11.07% |
| Max Drawdown | -34.94% | -33.37% |
| Current Drawdown | -0.30% | -0.96% |
Correlation
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 8.95% return, which is significantly lower than SCHD's 16.94% return. Over the past 10 years, AHITX has underperformed SCHD with an annualized return of 4.82%, while SCHD has yielded a comparatively higher 11.59% 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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AHITX vs. SCHD - Expense Ratio Comparison
AHITX has a 0.69% expense ratio, which is higher than SCHD's 0.06% expense ratio.
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.
Dividends
AHITX vs. SCHD - Dividend Comparison
AHITX's dividend yield for the trailing twelve months is around 6.21%, more than SCHD's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AHITX American Funds American High-Income Trust | 6.21% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% | 6.27% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 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%. Use the drawdown chart below to compare losses from any high point for AHITX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AHITX vs. SCHD - Volatility Comparison
The current volatility for American Funds American High-Income Trust (AHITX) is 0.74%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.44%. 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.