AMFFX vs. SCHG
Compare and contrast key facts about American Mutual Fund Class F-1 (AMFFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AMFFX is an actively managed fund by American Funds. It was launched on Feb 21, 1950. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
AMFFX vs. SCHG - Performance Comparison
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AMFFX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMFFX American Mutual Fund Class F-1 | -3.16% | 15.99% | 14.87% | 9.36% | -4.54% | 25.04% | 4.73% | 21.48% | -2.37% | 17.44% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, AMFFX achieves a -3.16% return, which is significantly higher than SCHG's -10.59% return. Over the past 10 years, AMFFX has underperformed SCHG with an annualized return of 10.42%, while SCHG has yielded a comparatively higher 16.83% annualized return.
AMFFX
- 1D
- -0.11%
- 1M
- -7.93%
- YTD
- -3.16%
- 6M
- -1.61%
- 1Y
- 9.70%
- 3Y*
- 11.90%
- 5Y*
- 9.33%
- 10Y*
- 10.42%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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AMFFX vs. SCHG - Expense Ratio Comparison
AMFFX has a 0.64% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
AMFFX vs. SCHG — Risk / Return Rank
AMFFX
SCHG
AMFFX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Mutual Fund Class F-1 (AMFFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| AMFFX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.75 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.23 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.03 | -0.11 |
Martin ratioReturn relative to average drawdown | 4.00 | 3.54 | +0.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMFFX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.75 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.57 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.79 | -0.25 |
Correlation
The correlation between AMFFX and SCHG is 0.82, 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.
Dividends
AMFFX vs. SCHG - Dividend Comparison
AMFFX's dividend yield for the trailing twelve months is around 7.80%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFFX American Mutual Fund Class F-1 | 7.80% | 7.53% | 6.26% | 3.72% | 4.84% | 4.73% | 1.95% | 4.56% | 6.38% | 5.89% | 4.78% | 6.48% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
AMFFX vs. SCHG - Drawdown Comparison
The maximum AMFFX drawdown since its inception was -48.76%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AMFFX and SCHG.
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Drawdown Indicators
| AMFFX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.76% | -34.59% | -14.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -16.41% | +6.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.32% | -34.59% | +19.27% |
Max Drawdown (10Y)Largest decline over 10 years | -29.83% | -34.59% | +4.76% |
Current DrawdownCurrent decline from peak | -7.93% | -13.34% | +5.41% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -5.22% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 4.78% | -2.43% |
Volatility
AMFFX vs. SCHG - Volatility Comparison
The current volatility for American Mutual Fund Class F-1 (AMFFX) is 3.37%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that AMFFX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMFFX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 6.67% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.33% | 12.51% | -5.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 22.43% | -8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 22.32% | -9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 21.51% | -7.41% |