AIR vs. SCHG
Compare and contrast key facts about AAR Corp. (AIR) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: AIR or SCHG.
Key characteristics
| AIR | SCHG | |
|---|---|---|
| YTD Return | 12.00% | 8.47% |
| 1Y Return | 29.81% | 38.81% |
| 3Y Return (Ann) | 20.43% | 9.54% |
| 5Y Return (Ann) | 15.89% | 17.39% |
| 10Y Return (Ann) | 11.11% | 15.57% |
| Sharpe Ratio | 1.05 | 2.41 |
| Daily Std Dev | 28.48% | 15.82% |
| Max Drawdown | -89.04% | -34.59% |
| Current Drawdown | -3.31% | -3.68% |
Correlation
The correlation between AIR and SCHG is 0.50, 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
AIR vs. SCHG - Performance Comparison
In the year-to-date period, AIR achieves a 12.00% return, which is significantly higher than SCHG's 8.47% return. Over the past 10 years, AIR has underperformed SCHG with an annualized return of 11.11%, while SCHG has yielded a comparatively higher 15.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AIR vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAR Corp. (AIR) 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
AIR vs. SCHG - Dividend Comparison
AIR has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIR AAR Corp. | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.67% | 0.80% | 0.76% | 0.91% | 1.14% | 1.08% | 1.07% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 0.82% | 1.22% | 1.09% | 1.07% |
Drawdowns
AIR vs. SCHG - Drawdown Comparison
The maximum AIR drawdown since its inception was -89.04%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AIR and SCHG. For additional features, visit the drawdowns tool.
Volatility
AIR vs. SCHG - Volatility Comparison
AAR Corp. (AIR) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.79% and 5.76%, 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.