TWGGX vs. SCHB
Compare and contrast key facts about American Century Focused Global Growth Fund (TWGGX) and Schwab U.S. Broad Market ETF (SCHB).
TWGGX is managed by American Century Investments. It was launched on Nov 30, 1998. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWGGX or SCHB.
Correlation
The correlation between TWGGX and SCHB 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
TWGGX vs. SCHB - Performance Comparison
Key characteristics
TWGGX:
0.18
SCHB:
1.79
TWGGX:
0.33
SCHB:
2.42
TWGGX:
1.06
SCHB:
1.33
TWGGX:
0.11
SCHB:
2.72
TWGGX:
0.57
SCHB:
10.76
TWGGX:
6.15%
SCHB:
2.15%
TWGGX:
19.65%
SCHB:
12.93%
TWGGX:
-63.37%
SCHB:
-35.27%
TWGGX:
-26.74%
SCHB:
-0.51%
Returns By Period
In the year-to-date period, TWGGX achieves a 7.88% return, which is significantly higher than SCHB's 4.10% return. Over the past 10 years, TWGGX has underperformed SCHB with an annualized return of -0.47%, while SCHB has yielded a comparatively higher 12.66% annualized return.
TWGGX
7.88%
2.68%
-6.73%
3.97%
-1.36%
-0.47%
SCHB
4.10%
0.85%
10.81%
23.97%
13.98%
12.66%
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TWGGX vs. SCHB - Expense Ratio Comparison
TWGGX has a 1.10% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
TWGGX vs. SCHB — Risk-Adjusted Performance Rank
TWGGX
SCHB
TWGGX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Focused Global Growth Fund (TWGGX) and Schwab U.S. Broad Market ETF (SCHB). 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
TWGGX vs. SCHB - Dividend Comparison
TWGGX's dividend yield for the trailing twelve months is around 0.10%, less than SCHB's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWGGX American Century Focused Global Growth Fund | 0.10% | 0.10% | 0.47% | 0.65% | 0.23% | 0.00% | 0.03% | 0.53% | 0.29% | 0.00% | 0.12% | 0.67% |
SCHB Schwab U.S. Broad Market ETF | 1.19% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
TWGGX vs. SCHB - Drawdown Comparison
The maximum TWGGX drawdown since its inception was -63.37%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for TWGGX and SCHB. For additional features, visit the drawdowns tool.
Volatility
TWGGX vs. SCHB - Volatility Comparison
American Century Focused Global Growth Fund (TWGGX) has a higher volatility of 4.04% compared to Schwab U.S. Broad Market ETF (SCHB) at 2.94%. This indicates that TWGGX's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.