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.
Key characteristics
| AIVSX | SCHD | |
|---|---|---|
| YTD Return | 26.02% | 17.47% |
| 1Y Return | 35.64% | 27.61% |
| 3Y Return (Ann) | 11.52% | 6.96% |
| 5Y Return (Ann) | 15.42% | 12.74% |
| 10Y Return (Ann) | 12.07% | 11.66% |
| Sharpe Ratio | 3.15 | 2.70 |
| Sortino Ratio | 4.20 | 3.89 |
| Omega Ratio | 1.59 | 1.48 |
| Calmar Ratio | 5.63 | 3.71 |
| Martin Ratio | 25.34 | 14.94 |
| Ulcer Index | 1.51% | 2.04% |
| Daily Std Dev | 12.13% | 11.25% |
| Max Drawdown | -50.56% | -33.37% |
| Current Drawdown | -0.54% | -0.51% |
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
In the year-to-date period, AIVSX achieves a 26.02% return, which is significantly higher than SCHD's 17.47% return. Both investments have delivered pretty close results over the past 10 years, with AIVSX having a 12.07% annualized return and SCHD not far behind at 11.66%. 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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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 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 1.16%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVSX American Funds Investment Company of America Class A | 1.16% | 1.44% | 1.50% | 1.20% | 1.40% | 1.93% | 2.17% | 1.68% | 1.89% | 3.06% | 11.66% | 9.04% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AIVSX vs. SCHD - Drawdown Comparison
The maximum AIVSX drawdown since its inception was -50.56%, 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) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.47% and 3.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.