AZO vs. SCHG
Compare and contrast key facts about AutoZone, Inc. (AZO) 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: AZO or SCHG.
Correlation
The correlation between AZO and SCHG is 0.41, 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
AZO vs. SCHG - Performance Comparison
Key characteristics
AZO:
1.03
SCHG:
0.55
AZO:
1.50
SCHG:
0.92
AZO:
1.18
SCHG:
1.13
AZO:
1.42
SCHG:
0.58
AZO:
6.26
SCHG:
2.06
AZO:
3.50%
SCHG:
6.62%
AZO:
21.27%
SCHG:
25.04%
AZO:
-46.33%
SCHG:
-34.59%
AZO:
-5.72%
SCHG:
-13.04%
Returns By Period
In the year-to-date period, AZO achieves a 12.72% return, which is significantly higher than SCHG's -9.20% return. Over the past 10 years, AZO has outperformed SCHG with an annualized return of 17.99%, while SCHG has yielded a comparatively lower 14.92% annualized return.
AZO
12.72%
-1.97%
15.28%
22.55%
28.16%
17.99%
SCHG
-9.20%
-2.17%
-4.69%
14.30%
18.55%
14.92%
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Risk-Adjusted Performance
AZO vs. SCHG — Risk-Adjusted Performance Rank
AZO
SCHG
AZO vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AutoZone, Inc. (AZO) 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
AZO vs. SCHG - Dividend Comparison
AZO has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZO AutoZone, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
AZO vs. SCHG - Drawdown Comparison
The maximum AZO drawdown since its inception was -46.33%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AZO and SCHG. For additional features, visit the drawdowns tool.
Volatility
AZO vs. SCHG - Volatility Comparison
The current volatility for AutoZone, Inc. (AZO) is 9.73%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 16.60%. This indicates that AZO 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.