RNPGX vs. SCHD
Compare and contrast key facts about American Funds New Perspective Fund Class R-6 (RNPGX) and Schwab U.S. Dividend Equity ETF (SCHD).
RNPGX is managed by American Funds. It was launched on Aug 1, 2008. 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.
Performance
RNPGX vs. SCHD - Performance Comparison
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RNPGX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNPGX American Funds New Perspective Fund Class R-6 | -5.22% | 21.71% | 17.13% | 25.06% | -25.70% | 18.00% | 33.88% | 31.22% | -5.71% | 29.31% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, RNPGX achieves a -5.22% return, which is significantly lower than SCHD's 12.17% return. Both investments have delivered pretty close results over the past 10 years, with RNPGX having a 12.74% annualized return and SCHD not far behind at 12.25%.
RNPGX
- 1D
- 3.11%
- 1M
- -6.91%
- YTD
- -5.22%
- 6M
- -3.48%
- 1Y
- 16.89%
- 3Y*
- 15.27%
- 5Y*
- 7.39%
- 10Y*
- 12.74%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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RNPGX vs. SCHD - Expense Ratio Comparison
RNPGX has a 0.42% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
RNPGX vs. SCHD — Risk / Return Rank
RNPGX
SCHD
RNPGX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class R-6 (RNPGX) and Schwab U.S. 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.
| RNPGX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.88 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.32 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.05 | +0.41 |
Martin ratioReturn relative to average drawdown | 5.93 | 3.55 | +2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RNPGX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.88 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.58 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.84 | -0.19 |
Correlation
The correlation between RNPGX and SCHD is 0.72, 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.
Dividends
RNPGX vs. SCHD - Dividend Comparison
RNPGX's dividend yield for the trailing twelve months is around 7.25%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNPGX American Funds New Perspective Fund Class R-6 | 7.25% | 6.87% | 5.45% | 5.67% | 4.53% | 7.31% | 4.41% | 4.47% | 7.95% | 5.80% | 4.20% | 6.46% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
RNPGX vs. SCHD - Drawdown Comparison
The maximum RNPGX drawdown since its inception was -34.25%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RNPGX and SCHD.
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Drawdown Indicators
| RNPGX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -33.37% | -0.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -12.74% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -16.85% | -17.40% |
Max Drawdown (10Y)Largest decline over 10 years | -34.25% | -33.37% | -0.88% |
Current DrawdownCurrent decline from peak | -8.68% | -3.43% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -3.34% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.75% | -0.87% |
Volatility
RNPGX vs. SCHD - Volatility Comparison
American Funds New Perspective Fund Class R-6 (RNPGX) has a higher volatility of 6.24% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that RNPGX'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.
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Volatility by Period
| RNPGX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 2.33% | +3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 7.96% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 15.69% | +1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 14.40% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 16.70% | +1.07% |