SCHG/VOO Blend
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 85% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 15% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 15, 2025, the SCHG/VOO Blend returned -0.65% Year-To-Date and 15.45% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.19% | 9.00% | -1.55% | 12.31% | 15.59% | 10.78% |
| SCHG/VOO Blend | -0.65% | 12.00% | -0.47% | 17.85% | 19.36% | 15.45% |
| Portfolio components: | ||||||
SCHG Schwab U.S. Large-Cap Growth ETF | -0.90% | 12.52% | -0.43% | 18.49% | 19.64% | 15.88% |
VOO Vanguard S&P 500 ETF | 0.59% | 9.01% | -0.97% | 13.78% | 17.33% | 12.75% |
Monthly Returns
The table below presents the monthly returns of SCHG/VOO Blend, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.17% | -3.68% | -7.73% | 1.17% | 8.16% | -0.65% | |||||||
| 2024 | 2.46% | 6.64% | 2.19% | -3.97% | 5.91% | 6.39% | -0.64% | 1.86% | 2.55% | -0.52% | 6.98% | 0.00% | 33.46% |
| 2023 | 9.39% | -1.43% | 7.54% | 1.41% | 5.49% | 6.73% | 3.50% | -1.05% | -5.20% | -1.61% | 10.85% | 4.42% | 46.37% |
| 2022 | -8.38% | -3.88% | 4.54% | -12.58% | -2.39% | -7.96% | 12.37% | -5.01% | -9.90% | 5.00% | 4.24% | -7.84% | -29.85% |
| 2021 | -0.76% | 0.76% | 1.97% | 7.29% | -1.29% | 5.72% | 3.20% | 3.74% | -5.28% | 8.62% | 0.16% | 1.86% | 28.28% |
| 2020 | 2.36% | -6.79% | -10.81% | 14.40% | 6.74% | 3.66% | 7.45% | 9.38% | -3.94% | -2.80% | 10.19% | 4.31% | 35.88% |
| 2019 | 8.83% | 3.26% | 2.49% | 4.47% | -6.19% | 7.04% | 1.82% | -1.06% | 0.55% | 3.04% | 4.40% | 2.78% | 35.32% |
| 2018 | 6.92% | -2.95% | -2.43% | 0.57% | 3.72% | 1.19% | 2.77% | 4.78% | 0.59% | -8.23% | 1.11% | -8.60% | -1.82% |
| 2017 | 3.27% | 4.14% | 0.58% | 2.07% | 2.19% | 0.23% | 2.58% | 0.92% | 1.25% | 2.92% | 3.06% | 1.09% | 27.09% |
| 2016 | -6.72% | 0.07% | 6.88% | -0.32% | 1.97% | -0.94% | 4.80% | 0.25% | 0.52% | -2.44% | 2.92% | 1.04% | 7.62% |
| 2015 | -1.55% | 6.41% | -0.96% | -0.01% | 1.61% | -1.51% | 2.83% | -6.01% | -3.36% | 8.31% | 0.28% | -2.26% | 2.96% |
| 2014 | -2.59% | 5.07% | -0.40% | 0.15% | 3.22% | 2.27% | -1.00% | 4.22% | -1.56% | 2.80% | 3.04% | -0.41% | 15.46% |
Expense Ratio
SCHG/VOO Blend has an expense ratio of 0.04%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHG/VOO Blend is 49, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 0.74 | 1.21 | 1.17 | 0.82 | 2.74 |
VOO Vanguard S&P 500 ETF | 0.72 | 1.15 | 1.17 | 0.77 | 2.94 |
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Dividends
Dividend yield
SCHG/VOO Blend provided a 0.54% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.54% | 0.52% | 0.61% | 0.72% | 0.55% | 0.68% | 0.98% | 1.39% | 1.13% | 1.19% | 1.35% | 1.20% |
| Portfolio components: | ||||||||||||
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SCHG/VOO Blend. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SCHG/VOO Blend was 32.77%, occurring on Oct 14, 2022. Recovery took 295 trading sessions.
The current SCHG/VOO Blend drawdown is 4.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.77% | Dec 28, 2021 | 202 | Oct 14, 2022 | 295 | Dec 18, 2023 | 497 |
| -32.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 2, 2020 | 94 |
| -22.53% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -21.25% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -20.26% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 1.34, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | SCHG | VOO | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.95 | 1.00 | 0.96 |
| SCHG | 0.95 | 1.00 | 0.95 | 1.00 |
| VOO | 1.00 | 0.95 | 1.00 | 0.96 |
| Portfolio | 0.96 | 1.00 | 0.96 | 1.00 |