Correlation
The correlation between GAM and SCHD is 0.85, 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.
GAM vs. SCHD
Compare and contrast key facts about General American Investors Company, Inc. (GAM) and Schwab US Dividend Equity ETF (SCHD).
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: GAM or SCHD.
Performance
GAM vs. SCHD - Performance Comparison
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Key characteristics
GAM:
1.46
SCHD:
0.35
GAM:
1.98
SCHD:
0.56
GAM:
1.30
SCHD:
1.07
GAM:
1.56
SCHD:
0.33
GAM:
6.87
SCHD:
0.99
GAM:
3.37%
SCHD:
5.36%
GAM:
16.76%
SCHD:
16.40%
GAM:
-66.66%
SCHD:
-33.37%
GAM:
-0.20%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, GAM achieves a 6.24% return, which is significantly higher than SCHD's -3.35% return. Both investments have delivered pretty close results over the past 10 years, with GAM having a 10.25% annualized return and SCHD not far ahead at 10.58%.
GAM
6.24%
6.67%
5.41%
24.31%
21.56%
19.06%
10.25%
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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Risk-Adjusted Performance
GAM vs. SCHD — Risk-Adjusted Performance Rank
GAM
SCHD
GAM vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for General American Investors Company, Inc. (GAM) 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
GAM vs. SCHD - Dividend Comparison
GAM's dividend yield for the trailing twelve months is around 8.81%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAM General American Investors Company, Inc. | 8.81% | 8.82% | 6.17% | 9.32% | 7.47% | 0.62% | 0.98% | 9.67% | 1.98% | 10.20% | 1.06% | 10.00% |
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
GAM vs. SCHD - Drawdown Comparison
The maximum GAM drawdown since its inception was -66.66%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for GAM and SCHD.
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Volatility
GAM vs. SCHD - Volatility Comparison
The current volatility for General American Investors Company, Inc. (GAM) is 3.54%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that GAM 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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