INPAX vs. SCHD
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio (INPAX) and Schwab US Dividend Equity ETF (SCHD).
INPAX is managed by American Funds. It was launched on May 17, 2012. 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: INPAX or SCHD.
Performance
INPAX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, INPAX achieves a 10.61% return, which is significantly lower than SCHD's 18.85% return. Over the past 10 years, INPAX has underperformed SCHD with an annualized return of 5.86%, while SCHD has yielded a comparatively higher 11.69% annualized return.
INPAX
10.61%
0.15%
6.83%
16.41%
6.27%
5.86%
SCHD
18.85%
3.78%
14.95%
27.79%
13.14%
11.69%
Key characteristics
| INPAX | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.83 | 2.49 |
| Sortino Ratio | 4.06 | 3.58 |
| Omega Ratio | 1.55 | 1.44 |
| Calmar Ratio | 3.25 | 3.79 |
| Martin Ratio | 18.10 | 13.58 |
| Ulcer Index | 0.91% | 2.05% |
| Daily Std Dev | 5.79% | 11.15% |
| Max Drawdown | -21.25% | -33.37% |
| Current Drawdown | -0.80% | 0.00% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INPAX vs. SCHD - Expense Ratio Comparison
INPAX has a 0.33% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between INPAX and SCHD is 0.87, 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.
Risk-Adjusted Performance
INPAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio (INPAX) 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
INPAX vs. SCHD - Dividend Comparison
INPAX's dividend yield for the trailing twelve months is around 3.80%, more than SCHD's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPAX American Funds Conservative Growth and Income Portfolio | 3.80% | 3.91% | 3.41% | 2.64% | 3.52% | 3.28% | 3.36% | 2.84% | 3.17% | 3.44% | 4.68% | 3.78% |
SCHD Schwab US Dividend Equity ETF | 3.33% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
INPAX vs. SCHD - Drawdown Comparison
The maximum INPAX drawdown since its inception was -21.25%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for INPAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
INPAX vs. SCHD - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio (INPAX) is 1.54%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.67%. This indicates that INPAX 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.