Correlation
The correlation between EKJAX and SCHG is 0.90, 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.
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 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: EKJAX or SCHG.
Performance
EKJAX vs. SCHG - Performance Comparison
Loading data...
Key characteristics
EKJAX:
0.75
SCHG:
0.68
EKJAX:
1.05
SCHG:
0.98
EKJAX:
1.15
SCHG:
1.13
EKJAX:
0.70
SCHG:
0.63
EKJAX:
2.25
SCHG:
2.07
EKJAX:
7.87%
SCHG:
7.13%
EKJAX:
26.84%
SCHG:
25.37%
EKJAX:
-58.83%
SCHG:
-34.59%
EKJAX:
-4.51%
SCHG:
-5.20%
Returns By Period
In the year-to-date period, EKJAX achieves a 2.70% return, which is significantly higher than SCHG's -1.01% return. Over the past 10 years, EKJAX has underperformed SCHG with an annualized return of 12.71%, while SCHG has yielded a comparatively higher 15.84% annualized return.
EKJAX
2.70%
11.20%
-1.04%
20.09%
18.85%
13.05%
12.71%
SCHG
-1.01%
8.42%
-0.61%
17.19%
21.07%
18.23%
15.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EKJAX vs. SCHG - Expense Ratio Comparison
EKJAX has a 1.11% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
EKJAX vs. SCHG — Risk-Adjusted Performance Rank
EKJAX
SCHG
EKJAX vs. SCHG - Risk-Adjusted Performance 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.
Loading data...
Dividends
EKJAX vs. SCHG - Dividend Comparison
EKJAX's dividend yield for the trailing twelve months is around 19.92%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 19.92% | 20.46% | 40.03% | 0.00% | 27.04% | 12.00% | 8.11% | 21.24% | 28.36% | 11.30% | 7.21% | 1.38% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
EKJAX vs. SCHG - Drawdown Comparison
The maximum EKJAX drawdown since its inception was -58.83%, 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.
Loading data...
Volatility
EKJAX vs. SCHG - Volatility Comparison
The current volatility for Allspring Premier Large Company Growth Fund (EKJAX) is 5.43%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.75%. This indicates that EKJAX 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.
Loading data...