CGXU vs. SCHD
Compare and contrast key facts about Capital Group International Focus Equity ETF (CGXU) and Schwab US Dividend Equity ETF (SCHD).
CGXU and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CGXU is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. 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: CGXU or SCHD.
Correlation
The correlation between CGXU 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.
Performance
CGXU vs. SCHD - Performance Comparison
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Key characteristics
CGXU:
0.06
SCHD:
0.19
CGXU:
0.25
SCHD:
0.42
CGXU:
1.03
SCHD:
1.06
CGXU:
0.07
SCHD:
0.22
CGXU:
0.23
SCHD:
0.71
CGXU:
6.56%
SCHD:
5.02%
CGXU:
20.56%
SCHD:
16.24%
CGXU:
-25.64%
SCHD:
-33.37%
CGXU:
-4.45%
SCHD:
-9.26%
Returns By Period
In the year-to-date period, CGXU achieves a 5.96% return, which is significantly higher than SCHD's -2.83% return.
CGXU
5.96%
13.16%
1.62%
1.21%
N/A
N/A
SCHD
-2.83%
3.99%
-7.32%
3.02%
13.75%
10.50%
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CGXU vs. SCHD - Expense Ratio Comparison
CGXU has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CGXU vs. SCHD — Risk-Adjusted Performance Rank
CGXU
SCHD
CGXU vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Focus Equity ETF (CGXU) 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
CGXU vs. SCHD - Dividend Comparison
CGXU's dividend yield for the trailing twelve months is around 0.95%, less than SCHD's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 0.95% | 1.01% | 0.99% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.95% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CGXU vs. SCHD - Drawdown Comparison
The maximum CGXU drawdown since its inception was -25.64%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CGXU and SCHD. For additional features, visit the drawdowns tool.
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Volatility
CGXU vs. SCHD - Volatility Comparison
The current volatility for Capital Group International Focus Equity ETF (CGXU) is 4.34%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.86%. This indicates that CGXU 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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