ANCFX vs. SCHD
Compare and contrast key facts about American Funds Fundamental Investors Class A (ANCFX) and Schwab US Dividend Equity ETF (SCHD).
ANCFX is managed by American Funds. It was launched on Jan 8, 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: ANCFX or SCHD.
Key characteristics
| ANCFX | SCHD | |
|---|---|---|
| YTD Return | 7.27% | 0.36% |
| 1Y Return | 25.40% | 6.30% |
| 3Y Return (Ann) | 7.39% | 3.75% |
| 5Y Return (Ann) | 11.92% | 10.71% |
| 10Y Return (Ann) | 11.62% | 10.83% |
| Sharpe Ratio | 2.13 | 0.54 |
| Daily Std Dev | 12.10% | 11.69% |
| Max Drawdown | -52.56% | -33.37% |
| Current Drawdown | -3.86% | -5.98% |
Correlation
The correlation between ANCFX and SCHD is 0.86, 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
ANCFX vs. SCHD - Performance Comparison
In the year-to-date period, ANCFX achieves a 7.27% return, which is significantly higher than SCHD's 0.36% return. Over the past 10 years, ANCFX has outperformed SCHD with an annualized return of 11.62%, while SCHD has yielded a comparatively lower 10.83% 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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ANCFX vs. SCHD - Expense Ratio Comparison
Risk-Adjusted Performance
ANCFX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors Class A (ANCFX) 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
ANCFX vs. SCHD - Dividend Comparison
ANCFX's dividend yield for the trailing twelve months is around 5.42%, more than SCHD's 3.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCFX American Funds Fundamental Investors Class A | 5.42% | 5.80% | 4.98% | 10.97% | 2.61% | 7.34% | 10.96% | 7.68% | 4.66% | 6.28% | 9.83% | 3.46% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
ANCFX vs. SCHD - Drawdown Comparison
The maximum ANCFX drawdown since its inception was -52.56%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ANCFX and SCHD. For additional features, visit the drawdowns tool.
Volatility
ANCFX vs. SCHD - Volatility Comparison
American Funds Fundamental Investors Class A (ANCFX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.69% and 3.79%, 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.