BUL vs. SCHG
Compare and contrast key facts about Pacer US Cash Cows Growth ETF (BUL) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BUL and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019. 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. Both BUL and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUL or SCHG.
Key characteristics
| BUL | SCHG | |
|---|---|---|
| YTD Return | 32.70% | 34.42% |
| 1Y Return | 41.42% | 44.81% |
| 3Y Return (Ann) | 5.06% | 11.25% |
| 5Y Return (Ann) | 15.19% | 20.92% |
| Sharpe Ratio | 2.44 | 2.64 |
| Sortino Ratio | 3.25 | 3.39 |
| Omega Ratio | 1.40 | 1.48 |
| Calmar Ratio | 2.19 | 3.61 |
| Martin Ratio | 16.51 | 14.40 |
| Ulcer Index | 2.52% | 3.10% |
| Daily Std Dev | 17.08% | 16.93% |
| Max Drawdown | -37.08% | -34.59% |
| Current Drawdown | -1.08% | -0.11% |
Correlation
The correlation between BUL and SCHG is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUL vs. SCHG - Performance Comparison
In the year-to-date period, BUL achieves a 32.70% return, which is significantly lower than SCHG's 34.42% 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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BUL vs. SCHG - Expense Ratio Comparison
BUL has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BUL vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows Growth ETF (BUL) 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
BUL vs. SCHG - Dividend Comparison
BUL's dividend yield for the trailing twelve months is around 0.71%, more than SCHG's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUL Pacer US Cash Cows Growth ETF | 0.71% | 2.11% | 0.66% | 0.08% | 0.69% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
BUL vs. SCHG - Drawdown Comparison
The maximum BUL drawdown since its inception was -37.08%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BUL and SCHG. For additional features, visit the drawdowns tool.
Volatility
BUL vs. SCHG - Volatility Comparison
The current volatility for Pacer US Cash Cows Growth ETF (BUL) is 4.48%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.32%. This indicates that BUL 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.