BGSF vs. SCHG
Compare and contrast key facts about BGSF, Inc. (BGSF) 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: BGSF or SCHG.
Correlation
The correlation between BGSF and SCHG is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGSF vs. SCHG - Performance Comparison
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Key characteristics
BGSF:
-0.77
SCHG:
0.67
BGSF:
-1.52
SCHG:
1.11
BGSF:
0.82
SCHG:
1.16
BGSF:
-0.63
SCHG:
0.74
BGSF:
-1.55
SCHG:
2.47
BGSF:
35.40%
SCHG:
7.02%
BGSF:
59.86%
SCHG:
25.26%
BGSF:
-87.03%
SCHG:
-34.59%
BGSF:
-81.86%
SCHG:
-7.02%
Returns By Period
In the year-to-date period, BGSF achieves a -21.56% return, which is significantly lower than SCHG's -2.92% return. Over the past 10 years, BGSF has underperformed SCHG with an annualized return of -5.21%, while SCHG has yielded a comparatively higher 15.66% annualized return.
BGSF
-21.56%
38.85%
-41.70%
-46.06%
-9.05%
-5.21%
SCHG
-2.92%
10.96%
-2.63%
16.87%
19.58%
15.66%
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Risk-Adjusted Performance
BGSF vs. SCHG — Risk-Adjusted Performance Rank
BGSF
SCHG
BGSF vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BGSF, Inc. (BGSF) 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.
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Dividends
BGSF vs. SCHG - Dividend Comparison
BGSF has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSF BGSF, Inc. | 0.00% | 2.86% | 6.38% | 3.92% | 3.07% | 3.71% | 5.48% | 5.57% | 6.27% | 6.41% | 5.02% | 1.15% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.42% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BGSF vs. SCHG - Drawdown Comparison
The maximum BGSF drawdown since its inception was -87.03%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BGSF and SCHG. For additional features, visit the drawdowns tool.
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Volatility
BGSF vs. SCHG - Volatility Comparison
BGSF, Inc. (BGSF) has a higher volatility of 23.52% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 7.90%. This indicates that BGSF's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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