DCLVX vs. SCHX
Compare and contrast key facts about Dunham Large Cap Value Fund (DCLVX) and Schwab U.S. Large-Cap ETF (SCHX).
DCLVX is managed by Dunham. It was launched on Dec 10, 2004. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCLVX or SCHX.
Correlation
The correlation between DCLVX and SCHX is 0.91, 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
DCLVX vs. SCHX - Performance Comparison
Key characteristics
DCLVX:
0.92
SCHX:
1.91
DCLVX:
1.26
SCHX:
2.56
DCLVX:
1.18
SCHX:
1.35
DCLVX:
0.96
SCHX:
2.88
DCLVX:
2.98
SCHX:
11.78
DCLVX:
3.57%
SCHX:
2.09%
DCLVX:
11.54%
SCHX:
12.88%
DCLVX:
-59.79%
SCHX:
-34.33%
DCLVX:
-6.67%
SCHX:
0.00%
Returns By Period
In the year-to-date period, DCLVX achieves a 4.11% return, which is significantly lower than SCHX's 4.75% return. Over the past 10 years, DCLVX has underperformed SCHX with an annualized return of 1.72%, while SCHX has yielded a comparatively higher 15.75% annualized return.
DCLVX
4.11%
-0.27%
1.25%
10.03%
5.22%
1.72%
SCHX
4.75%
2.40%
10.58%
25.96%
16.50%
15.75%
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DCLVX vs. SCHX - Expense Ratio Comparison
DCLVX has a 2.10% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
DCLVX vs. SCHX — Risk-Adjusted Performance Rank
DCLVX
SCHX
DCLVX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham Large Cap Value Fund (DCLVX) and Schwab U.S. Large-Cap ETF (SCHX). 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
DCLVX vs. SCHX - Dividend Comparison
DCLVX's dividend yield for the trailing twelve months is around 0.10%, less than SCHX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCLVX Dunham Large Cap Value Fund | 0.10% | 0.10% | 0.64% | 0.19% | 0.00% | 0.30% | 0.52% | 0.10% | 0.12% | 0.95% | 0.29% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.73% | 1.81% | 3.54% | 4.07% | 3.14% | 2.38% | 3.86% | 3.17% | 4.27% | 3.51% | 4.09% | 4.40% |
Drawdowns
DCLVX vs. SCHX - Drawdown Comparison
The maximum DCLVX drawdown since its inception was -59.79%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for DCLVX and SCHX. For additional features, visit the drawdowns tool.
Volatility
DCLVX vs. SCHX - Volatility Comparison
The current volatility for Dunham Large Cap Value Fund (DCLVX) is 2.28%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 2.86%. This indicates that DCLVX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.