TWBIX vs. SCHG
Compare and contrast key facts about American Century Balanced Fund (TWBIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TWBIX is managed by American Century Investments. It was launched on Oct 19, 1988. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWBIX or SCHG.
Correlation
The correlation between TWBIX and SCHG is 0.92, 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.
Performance
TWBIX vs. SCHG - Performance Comparison
Key characteristics
TWBIX:
1.34
SCHG:
1.64
TWBIX:
1.88
SCHG:
2.19
TWBIX:
1.24
SCHG:
1.30
TWBIX:
0.60
SCHG:
2.37
TWBIX:
6.84
SCHG:
8.97
TWBIX:
1.68%
SCHG:
3.27%
TWBIX:
8.57%
SCHG:
17.97%
TWBIX:
-38.26%
SCHG:
-34.59%
TWBIX:
-9.03%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, TWBIX achieves a 2.03% return, which is significantly lower than SCHG's 3.73% return. Over the past 10 years, TWBIX has underperformed SCHG with an annualized return of 2.34%, while SCHG has yielded a comparatively higher 16.52% annualized return.
TWBIX
2.03%
0.90%
3.07%
11.41%
1.86%
2.34%
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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TWBIX vs. SCHG - Expense Ratio Comparison
TWBIX has a 0.91% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
TWBIX vs. SCHG — Risk-Adjusted Performance Rank
TWBIX
SCHG
TWBIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Balanced Fund (TWBIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
TWBIX vs. SCHG - Dividend Comparison
TWBIX's dividend yield for the trailing twelve months is around 1.82%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWBIX American Century Balanced Fund | 1.82% | 1.86% | 1.71% | 1.66% | 0.73% | 1.15% | 1.44% | 2.00% | 1.46% | 1.47% | 1.65% | 1.51% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
TWBIX vs. SCHG - Drawdown Comparison
The maximum TWBIX drawdown since its inception was -38.26%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TWBIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
TWBIX vs. SCHG - Volatility Comparison
The current volatility for American Century Balanced Fund (TWBIX) is 2.22%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.13%. This indicates that TWBIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.