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ARDGX vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ARDGX and SCHD is 0.90, 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.


-0.50.00.51.00.9

Performance

ARDGX vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Dividend Growth Fund (ARDGX) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

140.00%160.00%180.00%200.00%220.00%240.00%260.00%JulyAugustSeptemberOctoberNovemberDecember
232.71%
153.32%
ARDGX
SCHD

Key characteristics

Sharpe Ratio

ARDGX:

1.51

SCHD:

1.20

Sortino Ratio

ARDGX:

2.12

SCHD:

1.76

Omega Ratio

ARDGX:

1.27

SCHD:

1.21

Calmar Ratio

ARDGX:

2.32

SCHD:

1.69

Martin Ratio

ARDGX:

7.73

SCHD:

5.86

Ulcer Index

ARDGX:

1.94%

SCHD:

2.30%

Daily Std Dev

ARDGX:

9.91%

SCHD:

11.25%

Max Drawdown

ARDGX:

-38.17%

SCHD:

-33.37%

Current Drawdown

ARDGX:

-5.39%

SCHD:

-6.72%

Returns By Period

In the year-to-date period, ARDGX achieves a 13.02% return, which is significantly higher than SCHD's 11.54% return.


ARDGX

YTD

13.02%

1M

-2.90%

6M

7.95%

1Y

14.10%

5Y*

5.80%

10Y*

N/A

SCHD

YTD

11.54%

1M

-4.06%

6M

7.86%

1Y

12.63%

5Y*

10.97%

10Y*

10.86%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ARDGX vs. SCHD - Expense Ratio Comparison

ARDGX has a 1.22% expense ratio, which is higher than SCHD's 0.06% expense ratio.


ARDGX
Archer Dividend Growth Fund
Expense ratio chart for ARDGX: current value at 1.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.22%
Expense ratio chart for SCHD: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Risk-Adjusted Performance

ARDGX vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) 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.


Sharpe ratio
The chart of Sharpe ratio for ARDGX, currently valued at 1.51, compared to the broader market-1.000.001.002.003.004.001.511.20
The chart of Sortino ratio for ARDGX, currently valued at 2.12, compared to the broader market-2.000.002.004.006.008.0010.002.121.76
The chart of Omega ratio for ARDGX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.21
The chart of Calmar ratio for ARDGX, currently valued at 2.32, compared to the broader market0.002.004.006.008.0010.0012.0014.002.321.69
The chart of Martin ratio for ARDGX, currently valued at 7.73, compared to the broader market0.0020.0040.0060.007.735.86
ARDGX
SCHD

The current ARDGX Sharpe Ratio is 1.51, which is comparable to the SCHD Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of ARDGX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.51
1.20
ARDGX
SCHD

Dividends

ARDGX vs. SCHD - Dividend Comparison

ARDGX's dividend yield for the trailing twelve months is around 2.29%, less than SCHD's 3.64% yield.


TTM20232022202120202019201820172016201520142013
ARDGX
Archer Dividend Growth Fund
2.29%3.18%2.38%1.93%3.04%2.86%3.07%2.69%0.85%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%2.47%

Drawdowns

ARDGX vs. SCHD - Drawdown Comparison

The maximum ARDGX drawdown since its inception was -38.17%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for ARDGX and SCHD. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.39%
-6.72%
ARDGX
SCHD

Volatility

ARDGX vs. SCHD - Volatility Comparison

Archer Dividend Growth Fund (ARDGX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.74% and 3.88%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
3.74%
3.88%
ARDGX
SCHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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