BFFAX vs. SCHD
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and Schwab US Dividend Equity ETF (SCHD).
BFFAX is managed by American Funds. It was launched on May 28, 1974. 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: BFFAX or SCHD.
Correlation
The correlation between BFFAX and SCHD is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BFFAX vs. SCHD - Performance Comparison
Key characteristics
BFFAX:
0.90
SCHD:
1.27
BFFAX:
1.31
SCHD:
1.87
BFFAX:
1.16
SCHD:
1.22
BFFAX:
0.32
SCHD:
1.82
BFFAX:
2.23
SCHD:
4.66
BFFAX:
2.13%
SCHD:
3.11%
BFFAX:
5.29%
SCHD:
11.39%
BFFAX:
-19.76%
SCHD:
-33.37%
BFFAX:
-9.48%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, BFFAX achieves a 0.93% return, which is significantly lower than SCHD's 3.66% return.
BFFAX
0.93%
0.93%
-0.58%
4.84%
-0.36%
N/A
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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BFFAX vs. SCHD - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BFFAX vs. SCHD — Risk-Adjusted Performance Rank
BFFAX
SCHD
BFFAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) 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
BFFAX vs. SCHD - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.66%, more than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.66% | 4.68% | 3.95% | 3.09% | 1.79% | 2.21% | 2.66% | 2.73% | 2.01% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BFFAX vs. SCHD - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -19.76%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BFFAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
BFFAX vs. SCHD - Volatility Comparison
The current volatility for American Funds The Bond Fund of America Class F-3 (BFFAX) is 1.38%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.27%. This indicates that BFFAX 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.