BIO vs. SCHG
Compare and contrast key facts about Bio-Rad Laboratories, Inc. (BIO) 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: BIO or SCHG.
Correlation
The correlation between BIO and SCHG is 0.56, 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
BIO vs. SCHG - Performance Comparison
Key characteristics
BIO:
-0.54
SCHG:
1.64
BIO:
-0.58
SCHG:
2.19
BIO:
0.93
SCHG:
1.30
BIO:
-0.27
SCHG:
2.37
BIO:
-1.50
SCHG:
8.98
BIO:
12.39%
SCHG:
3.27%
BIO:
34.42%
SCHG:
17.91%
BIO:
-76.26%
SCHG:
-34.59%
BIO:
-66.08%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, BIO achieves a -14.74% return, which is significantly lower than SCHG's 3.09% return. Over the past 10 years, BIO has underperformed SCHG with an annualized return of 9.09%, while SCHG has yielded a comparatively higher 16.44% annualized return.
BIO
-14.74%
-22.32%
-11.07%
-17.25%
-6.92%
9.09%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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Risk-Adjusted Performance
BIO vs. SCHG — Risk-Adjusted Performance Rank
BIO
SCHG
BIO vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bio-Rad Laboratories, Inc. (BIO) 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
BIO vs. SCHG - Dividend Comparison
BIO has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIO Bio-Rad Laboratories, 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 | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BIO vs. SCHG - Drawdown Comparison
The maximum BIO drawdown since its inception was -76.26%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BIO and SCHG. For additional features, visit the drawdowns tool.
Volatility
BIO vs. SCHG - Volatility Comparison
Bio-Rad Laboratories, Inc. (BIO) has a higher volatility of 12.75% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.79%. This indicates that BIO'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.