AMHYX vs. SCHD
Compare and contrast key facts about Invesco High Yield Fund (AMHYX) and Schwab US Dividend Equity ETF (SCHD).
AMHYX is managed by Invesco. It was launched on Jul 11, 1978. 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: AMHYX or SCHD.
Correlation
The correlation between AMHYX and SCHD is 0.42, 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
AMHYX vs. SCHD - Performance Comparison
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Key characteristics
AMHYX:
1.29
SCHD:
0.08
AMHYX:
1.86
SCHD:
0.32
AMHYX:
1.31
SCHD:
1.04
AMHYX:
1.32
SCHD:
0.15
AMHYX:
5.22
SCHD:
0.49
AMHYX:
1.07%
SCHD:
4.96%
AMHYX:
4.36%
SCHD:
16.03%
AMHYX:
-43.75%
SCHD:
-33.37%
AMHYX:
-1.99%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, AMHYX achieves a -0.38% return, which is significantly higher than SCHD's -4.97% return. Over the past 10 years, AMHYX has underperformed SCHD with an annualized return of 3.30%, while SCHD has yielded a comparatively higher 10.39% annualized return.
AMHYX
-0.38%
2.05%
-0.32%
5.90%
5.66%
3.30%
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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AMHYX vs. SCHD - Expense Ratio Comparison
AMHYX has a 1.03% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AMHYX vs. SCHD — Risk-Adjusted Performance Rank
AMHYX
SCHD
AMHYX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco High Yield Fund (AMHYX) 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.
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Dividends
AMHYX vs. SCHD - Dividend Comparison
AMHYX's dividend yield for the trailing twelve months is around 6.12%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMHYX Invesco High Yield Fund | 6.12% | 6.54% | 6.11% | 4.93% | 4.56% | 5.99% | 5.61% | 5.32% | 4.87% | 5.41% | 6.13% | 5.97% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AMHYX vs. SCHD - Drawdown Comparison
The maximum AMHYX drawdown since its inception was -43.75%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AMHYX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
AMHYX vs. SCHD - Volatility Comparison
The current volatility for Invesco High Yield Fund (AMHYX) is 1.13%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 5.61%. This indicates that AMHYX 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.
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