LAGVX vs. SCHZ
Compare and contrast key facts about Lord Abbett Income Fund (LAGVX) and Schwab U.S. Aggregate Bond ETF (SCHZ).
LAGVX is managed by Lord Abbett. It was launched on Jan 4, 1982. SCHZ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate. It was launched on Jul 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAGVX or SCHZ.
Correlation
The correlation between LAGVX and SCHZ is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LAGVX vs. SCHZ - Performance Comparison
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Key characteristics
LAGVX:
0.77
SCHZ:
0.96
LAGVX:
1.11
SCHZ:
1.42
LAGVX:
1.15
SCHZ:
1.17
LAGVX:
0.50
SCHZ:
0.41
LAGVX:
2.56
SCHZ:
2.39
LAGVX:
1.85%
SCHZ:
2.16%
LAGVX:
6.12%
SCHZ:
5.39%
LAGVX:
-51.22%
SCHZ:
-18.74%
LAGVX:
-4.82%
SCHZ:
-7.54%
Returns By Period
In the year-to-date period, LAGVX achieves a 0.56% return, which is significantly lower than SCHZ's 1.96% return. Over the past 10 years, LAGVX has outperformed SCHZ with an annualized return of 2.53%, while SCHZ has yielded a comparatively lower 1.39% annualized return.
LAGVX
0.56%
1.70%
-0.58%
4.74%
1.99%
2.53%
SCHZ
1.96%
0.83%
1.13%
5.15%
-0.92%
1.39%
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LAGVX vs. SCHZ - Expense Ratio Comparison
LAGVX has a 0.73% expense ratio, which is higher than SCHZ's 0.04% expense ratio.
Risk-Adjusted Performance
LAGVX vs. SCHZ — Risk-Adjusted Performance Rank
LAGVX
SCHZ
LAGVX vs. SCHZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Income Fund (LAGVX) and Schwab U.S. Aggregate Bond ETF (SCHZ). 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
LAGVX vs. SCHZ - Dividend Comparison
LAGVX's dividend yield for the trailing twelve months is around 5.14%, more than SCHZ's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAGVX Lord Abbett Income Fund | 5.14% | 5.47% | 4.88% | 4.95% | 3.11% | 3.47% | 3.88% | 4.29% | 3.52% | 3.92% | 4.70% | 5.35% |
SCHZ Schwab U.S. Aggregate Bond ETF | 4.05% | 3.96% | 3.28% | 2.63% | 2.16% | 2.43% | 2.79% | 2.79% | 2.40% | 2.24% | 2.11% | 2.03% |
Drawdowns
LAGVX vs. SCHZ - Drawdown Comparison
The maximum LAGVX drawdown since its inception was -51.22%, which is greater than SCHZ's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for LAGVX and SCHZ. For additional features, visit the drawdowns tool.
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Volatility
LAGVX vs. SCHZ - Volatility Comparison
Lord Abbett Income Fund (LAGVX) has a higher volatility of 1.86% compared to Schwab U.S. Aggregate Bond ETF (SCHZ) at 1.52%. This indicates that LAGVX's price experiences larger fluctuations and is considered to be riskier than SCHZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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