AWSHX vs. SCHD
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Schwab US Dividend Equity ETF (SCHD).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. 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: AWSHX or SCHD.
Performance
AWSHX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, AWSHX achieves a 20.84% return, which is significantly higher than SCHD's 18.85% return. Both investments have delivered pretty close results over the past 10 years, with AWSHX having a 11.19% annualized return and SCHD not far ahead at 11.69%.
AWSHX
20.84%
1.24%
10.72%
27.03%
12.44%
11.19%
SCHD
18.85%
3.78%
14.95%
27.79%
13.14%
11.69%
Key characteristics
| AWSHX | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.49 |
| Sortino Ratio | 3.54 | 3.58 |
| Omega Ratio | 1.48 | 1.44 |
| Calmar Ratio | 4.78 | 3.79 |
| Martin Ratio | 17.12 | 13.58 |
| Ulcer Index | 1.58% | 2.05% |
| Daily Std Dev | 10.50% | 11.15% |
| Max Drawdown | -53.26% | -33.37% |
| Current Drawdown | -0.86% | 0.00% |
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AWSHX vs. SCHD - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between AWSHX and SCHD is 0.91, 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.
Risk-Adjusted Performance
AWSHX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) 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
AWSHX vs. SCHD - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.47%, less than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.47% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
SCHD Schwab US Dividend Equity ETF | 3.33% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AWSHX vs. SCHD - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AWSHX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. SCHD - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.42%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.67%. This indicates that AWSHX 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.