NFFFX vs. SCHD
Compare and contrast key facts about American Funds New World Fund (NFFFX) and Schwab US Dividend Equity ETF (SCHD).
NFFFX is managed by American Funds. It was launched on Jun 17, 1999. 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: NFFFX or SCHD.
Correlation
The correlation between NFFFX and SCHD is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NFFFX vs. SCHD - Performance Comparison
Key characteristics
NFFFX:
0.71
SCHD:
1.20
NFFFX:
1.03
SCHD:
1.77
NFFFX:
1.13
SCHD:
1.21
NFFFX:
0.42
SCHD:
1.72
NFFFX:
2.05
SCHD:
4.44
NFFFX:
4.13%
SCHD:
3.08%
NFFFX:
11.93%
SCHD:
11.40%
NFFFX:
-50.17%
SCHD:
-33.37%
NFFFX:
-13.75%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, NFFFX achieves a 4.87% return, which is significantly higher than SCHD's 1.72% return. Over the past 10 years, NFFFX has underperformed SCHD with an annualized return of 4.98%, while SCHD has yielded a comparatively higher 11.03% annualized return.
NFFFX
4.87%
3.76%
-0.27%
6.81%
3.42%
4.98%
SCHD
1.72%
-0.71%
2.98%
12.33%
11.14%
11.03%
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NFFFX vs. SCHD - Expense Ratio Comparison
NFFFX has a 0.68% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
NFFFX vs. SCHD — Risk-Adjusted Performance Rank
NFFFX
SCHD
NFFFX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NFFFX) 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
NFFFX vs. SCHD - Dividend Comparison
NFFFX's dividend yield for the trailing twelve months is around 1.13%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFFFX American Funds New World Fund | 1.13% | 1.18% | 1.56% | 1.21% | 0.75% | 0.35% | 1.34% | 1.37% | 1.21% | 1.28% | 0.94% | 7.46% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
NFFFX vs. SCHD - Drawdown Comparison
The maximum NFFFX drawdown since its inception was -50.17%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NFFFX and SCHD. For additional features, visit the drawdowns tool.
Volatility
NFFFX vs. SCHD - Volatility Comparison
American Funds New World Fund (NFFFX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.10% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.