EKJAX vs. SCHG
Compare and contrast key facts about Allspring Premier Large Company Growth Fund (EKJAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
EKJAX is managed by Allspring Global Investments. It was launched on Jan 20, 1998. 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
EKJAX vs. SCHG - Performance Comparison
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EKJAX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | -9.45% | 16.28% | 36.91% | 33.14% | -33.88% | 13.07% | 39.03% | 45.22% | 1.13% | 34.03% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 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 stocks are quite close, with EKJAX having a -9.45% return and SCHG slightly lower at -9.73%. Over the past 10 years, EKJAX has underperformed SCHG with an annualized return of 14.64%, while SCHG has yielded a comparatively higher 16.95% annualized return.
EKJAX
- 1D
- 4.28%
- 1M
- -6.78%
- YTD
- -9.45%
- 6M
- -11.94%
- 1Y
- 16.36%
- 3Y*
- 19.88%
- 5Y*
- 6.78%
- 10Y*
- 14.64%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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EKJAX vs. SCHG - Expense Ratio Comparison
EKJAX has a 1.11% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
EKJAX vs. SCHG — Risk / Return Rank
EKJAX
SCHG
EKJAX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) 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.
| EKJAX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.76 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.24 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.09 | -0.14 |
Martin ratioReturn relative to average drawdown | 3.16 | 3.71 | -0.55 |
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
| EKJAX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.57 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.79 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.79 | -0.42 |
Correlation
The correlation between EKJAX and SCHG is 0.95, 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
EKJAX vs. SCHG - Dividend Comparison
EKJAX's dividend yield for the trailing twelve months is around 35.79%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 35.79% | 32.41% | 20.46% | 40.04% | 0.00% | 27.04% | 12.00% | 16.22% | 21.24% | 28.36% | 11.30% | 7.21% |
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
EKJAX vs. SCHG - Drawdown Comparison
The maximum EKJAX drawdown since its inception was -59.70%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for EKJAX and SCHG.
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Drawdown Indicators
| EKJAX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.70% | -34.59% | -25.11% |
Max Drawdown (1Y)Largest decline over 1 year | -18.10% | -16.41% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -50.43% | -34.59% | -15.84% |
Max Drawdown (10Y)Largest decline over 10 years | -50.43% | -34.59% | -15.84% |
Current DrawdownCurrent decline from peak | -14.60% | -12.51% | -2.09% |
Average DrawdownAverage peak-to-trough decline | -20.68% | -5.22% | -15.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 4.84% | +0.65% |
Volatility
EKJAX vs. SCHG - Volatility Comparison
Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 8.22% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that EKJAX'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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Volatility by Period
| EKJAX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 6.77% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 12.54% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 22.45% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.97% | 22.31% | +5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.33% | 21.51% | +3.82% |