AIVSX vs. SCHD
Compare and contrast key facts about American Funds Investment Company of America Class A (AIVSX) and Schwab US Dividend Equity ETF (SCHD).
AIVSX is managed by American Funds. It was launched on Jan 1, 1934. 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: AIVSX or SCHD.
Correlation
The correlation between AIVSX and SCHD is 0.85, 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
AIVSX vs. SCHD - Performance Comparison
Key characteristics
AIVSX:
0.68
SCHD:
0.23
AIVSX:
1.05
SCHD:
0.43
AIVSX:
1.15
SCHD:
1.06
AIVSX:
0.72
SCHD:
0.23
AIVSX:
3.00
SCHD:
0.84
AIVSX:
4.16%
SCHD:
4.38%
AIVSX:
18.38%
SCHD:
15.99%
AIVSX:
-50.43%
SCHD:
-33.37%
AIVSX:
-9.71%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, AIVSX achieves a -4.47% return, which is significantly higher than SCHD's -5.04% return. Over the past 10 years, AIVSX has outperformed SCHD with an annualized return of 10.92%, while SCHD has yielded a comparatively lower 10.35% annualized return.
AIVSX
-4.47%
-4.83%
-2.83%
10.84%
16.04%
10.92%
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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AIVSX vs. SCHD - Expense Ratio Comparison
AIVSX has a 0.57% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AIVSX vs. SCHD — Risk-Adjusted Performance Rank
AIVSX
SCHD
AIVSX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Investment Company of America Class A (AIVSX) 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
AIVSX vs. SCHD - Dividend Comparison
AIVSX's dividend yield for the trailing twelve months is around 1.13%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.13% | 1.07% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.08% | 11.76% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AIVSX vs. SCHD - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.43%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AIVSX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AIVSX vs. SCHD - Volatility Comparison
American Funds Investment Company of America Class A (AIVSX) has a higher volatility of 13.26% compared to Schwab US Dividend Equity ETF (SCHD) at 11.25%. This indicates that AIVSX'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.