CGIAX vs. SCHR
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and Schwab Intermediate-Term U.S. Treasury ETF (SCHR).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. SCHR is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (3-10 Y). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGIAX or SCHR.
Correlation
The correlation between CGIAX and SCHR is -0.15. 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
CGIAX vs. SCHR - Performance Comparison
Key characteristics
CGIAX:
0.92
SCHR:
1.25
CGIAX:
1.32
SCHR:
1.88
CGIAX:
1.17
SCHR:
1.22
CGIAX:
0.97
SCHR:
0.68
CGIAX:
2.78
SCHR:
2.96
CGIAX:
3.92%
SCHR:
1.94%
CGIAX:
11.87%
SCHR:
4.60%
CGIAX:
-35.79%
SCHR:
-14.93%
CGIAX:
-2.18%
SCHR:
-2.63%
Returns By Period
In the year-to-date period, CGIAX achieves a 7.15% return, which is significantly higher than SCHR's 0.78% return. Over the past 10 years, CGIAX has outperformed SCHR with an annualized return of 4.06%, while SCHR has yielded a comparatively lower 2.33% annualized return.
CGIAX
7.15%
6.85%
2.24%
9.15%
3.80%
4.06%
SCHR
0.78%
0.99%
-0.40%
5.16%
0.98%
2.33%
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CGIAX vs. SCHR - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is higher than SCHR's 0.05% expense ratio.
Risk-Adjusted Performance
CGIAX vs. SCHR — Risk-Adjusted Performance Rank
CGIAX
SCHR
CGIAX vs. SCHR - 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 Intermediate-Term U.S. Treasury ETF (SCHR). 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
CGIAX vs. SCHR - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 2.42%, less than SCHR's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 2.42% | 2.59% | 2.27% | 2.82% | 2.51% | 1.35% | 2.35% | 2.74% | 1.80% | 2.29% | 3.18% | 7.10% |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | 5.36% | 5.64% | 4.24% | 3.00% | 1.24% | 2.27% | 3.07% | 3.42% | 2.61% | 2.29% | 2.49% | 2.27% |
Drawdowns
CGIAX vs. SCHR - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.79%, which is greater than SCHR's maximum drawdown of -14.93%. Use the drawdown chart below to compare losses from any high point for CGIAX and SCHR. For additional features, visit the drawdowns tool.
Volatility
CGIAX vs. SCHR - Volatility Comparison
American Funds International Growth and Income Fund (CGIAX) has a higher volatility of 3.12% compared to Schwab Intermediate-Term U.S. Treasury ETF (SCHR) at 1.08%. This indicates that CGIAX's price experiences larger fluctuations and is considered to be riskier than SCHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.