CMLIX vs. SCHG
Compare and contrast key facts about Congress Large Cap Growth Fund (CMLIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
CMLIX is managed by Congress. It was launched on Mar 15, 1928. 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 Index. It was launched on Dec 11, 2009.
Performance
CMLIX vs. SCHG - Performance Comparison
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CMLIX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | -10.69% | 12.70% | 27.69% | 32.36% | -24.47% | 25.63% | 31.54% | 45.96% | 0.19% | 27.01% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
The year-to-date returns for both investments are quite close, with CMLIX having a -10.69% return and SCHG slightly higher at -10.59%. Over the past 10 years, CMLIX has underperformed SCHG with an annualized return of 14.53%, while SCHG has yielded a comparatively higher 16.83% annualized return.
CMLIX
- 1D
- -0.43%
- 1M
- -8.80%
- YTD
- -10.69%
- 6M
- -10.71%
- 1Y
- 8.01%
- 3Y*
- 16.88%
- 5Y*
- 9.75%
- 10Y*
- 14.53%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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CMLIX vs. SCHG - Expense Ratio Comparison
CMLIX has a 0.68% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
CMLIX vs. SCHG — Risk / Return Rank
CMLIX
SCHG
CMLIX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth Fund (CMLIX) 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.
| CMLIX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.75 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.23 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.03 | -0.58 |
Martin ratioReturn relative to average drawdown | 1.64 | 3.54 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMLIX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.57 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.79 | -0.31 |
Correlation
The correlation between CMLIX and SCHG is 0.94, 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.
Dividends
CMLIX vs. SCHG - Dividend Comparison
CMLIX's dividend yield for the trailing twelve months is around 8.15%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMLIX Congress Large Cap Growth Fund | 8.15% | 7.28% | 11.88% | 3.55% | 4.70% | 10.27% | 8.46% | 14.97% | 6.31% | 1.89% | 1.22% | 3.17% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
CMLIX vs. SCHG - Drawdown Comparison
The maximum CMLIX drawdown since its inception was -30.32%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for CMLIX and SCHG.
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Drawdown Indicators
| CMLIX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.32% | -34.59% | +4.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -16.41% | +3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -34.59% | +4.27% |
Max Drawdown (10Y)Largest decline over 10 years | -30.32% | -34.59% | +4.27% |
Current DrawdownCurrent decline from peak | -13.29% | -13.34% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -5.22% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.78% | -1.17% |
Volatility
CMLIX vs. SCHG - Volatility Comparison
The current volatility for Congress Large Cap Growth Fund (CMLIX) is 5.10%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that CMLIX 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.
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Volatility by Period
| CMLIX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 6.67% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 12.51% | -2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 22.43% | -3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 22.32% | -3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 21.51% | -0.90% |