AWSHX vs. SCHG
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. 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 Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or SCHG.
Correlation
The correlation between AWSHX and SCHG 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
AWSHX vs. SCHG - Performance Comparison
Key characteristics
AWSHX:
1.31
SCHG:
2.22
AWSHX:
1.72
SCHG:
2.86
AWSHX:
1.26
SCHG:
1.40
AWSHX:
1.90
SCHG:
3.13
AWSHX:
8.94
SCHG:
12.34
AWSHX:
1.74%
SCHG:
3.14%
AWSHX:
11.87%
SCHG:
17.45%
AWSHX:
-53.26%
SCHG:
-34.59%
AWSHX:
-7.19%
SCHG:
-2.75%
Returns By Period
In the year-to-date period, AWSHX achieves a 13.71% return, which is significantly lower than SCHG's 37.04% return. Over the past 10 years, AWSHX has underperformed SCHG with an annualized return of 10.39%, while SCHG has yielded a comparatively higher 16.77% annualized return.
AWSHX
13.71%
-4.55%
1.83%
14.51%
10.42%
10.39%
SCHG
37.04%
3.40%
12.88%
37.14%
20.24%
16.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWSHX vs. SCHG - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
AWSHX vs. SCHG - 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 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.
Dividends
AWSHX vs. SCHG - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.00%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.00% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
AWSHX vs. SCHG - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AWSHX and SCHG. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. SCHG - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 6.34% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.07%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.