DGIFX vs. SCHD
Compare and contrast key facts about Disciplined Growth Investors Fund (DGIFX) and Schwab US Dividend Equity ETF (SCHD).
DGIFX is managed by DGI. It was launched on Aug 11, 2011. 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: DGIFX or SCHD.
Correlation
The correlation between DGIFX and SCHD is 0.74, 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
DGIFX vs. SCHD - Performance Comparison
Key characteristics
DGIFX:
-0.50
SCHD:
1.27
DGIFX:
-0.48
SCHD:
1.87
DGIFX:
0.91
SCHD:
1.22
DGIFX:
-0.45
SCHD:
1.82
DGIFX:
-0.73
SCHD:
4.66
DGIFX:
14.82%
SCHD:
3.11%
DGIFX:
21.47%
SCHD:
11.39%
DGIFX:
-33.74%
SCHD:
-33.37%
DGIFX:
-16.29%
SCHD:
-3.20%
Returns By Period
In the year-to-date period, DGIFX achieves a 2.79% return, which is significantly lower than SCHD's 3.66% return. Over the past 10 years, DGIFX has underperformed SCHD with an annualized return of 4.87%, while SCHD has yielded a comparatively higher 11.25% annualized return.
DGIFX
2.79%
-1.81%
4.29%
-10.01%
3.97%
4.87%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DGIFX vs. SCHD - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DGIFX vs. SCHD — Risk-Adjusted Performance Rank
DGIFX
SCHD
DGIFX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) 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
DGIFX vs. SCHD - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 1.06%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 1.06% | 1.09% | 0.77% | 0.77% | 0.26% | 0.59% | 0.76% | 0.87% | 0.51% | 0.62% | 0.62% | 0.43% |
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
DGIFX vs. SCHD - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -33.74%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DGIFX and SCHD. For additional features, visit the drawdowns tool.
Volatility
DGIFX vs. SCHD - Volatility Comparison
Disciplined Growth Investors Fund (DGIFX) has a higher volatility of 4.02% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that DGIFX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.