Correlation
The correlation between CGIAX and SCHD is 0.76, 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.
CGIAX vs. SCHD
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and Schwab US Dividend Equity ETF (SCHD).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. 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: CGIAX or SCHD.
Performance
CGIAX vs. SCHD - Performance Comparison
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Key characteristics
CGIAX:
0.87
SCHD:
0.35
CGIAX:
1.11
SCHD:
0.56
CGIAX:
1.15
SCHD:
1.07
CGIAX:
0.91
SCHD:
0.33
CGIAX:
2.79
SCHD:
0.99
CGIAX:
4.08%
SCHD:
5.36%
CGIAX:
14.87%
SCHD:
16.40%
CGIAX:
-35.79%
SCHD:
-33.37%
CGIAX:
-0.60%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, CGIAX achieves a 16.91% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, CGIAX has underperformed SCHD with an annualized return of 5.45%, while SCHD has yielded a comparatively higher 10.58% annualized return.
CGIAX
16.91%
5.57%
14.17%
12.22%
10.37%
11.15%
5.45%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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CGIAX vs. SCHD - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CGIAX vs. SCHD — Risk-Adjusted Performance Rank
CGIAX
SCHD
CGIAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) 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.
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Dividends
CGIAX vs. SCHD - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 2.77%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 2.77% | 3.34% | 2.27% | 3.99% | 6.91% | 1.35% | 2.35% | 2.74% | 1.80% | 2.29% | 3.18% | 6.59% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CGIAX vs. SCHD - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.79%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CGIAX and SCHD.
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Volatility
CGIAX vs. SCHD - Volatility Comparison
The current volatility for American Funds International Growth and Income Fund (CGIAX) is 2.73%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that CGIAX 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.
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