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.
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.
Performance
EKJAX vs. SCHG - Performance Comparison
Key characteristics
EKJAX:
0.27
SCHG:
1.64
EKJAX:
0.47
SCHG:
2.19
EKJAX:
1.09
SCHG:
1.30
EKJAX:
0.13
SCHG:
2.37
EKJAX:
0.81
SCHG:
8.98
EKJAX:
8.46%
SCHG:
3.27%
EKJAX:
25.63%
SCHG:
17.91%
EKJAX:
-68.92%
SCHG:
-34.59%
EKJAX:
-46.00%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, EKJAX achieves a 4.47% return, which is significantly higher than SCHG's 3.09% return. Over the past 10 years, EKJAX has underperformed SCHG with an annualized return of -3.56%, while SCHG has yielded a comparatively higher 16.44% annualized return.
EKJAX
4.47%
-0.62%
-3.94%
9.47%
-5.47%
-3.56%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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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.
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.
Dividends
EKJAX vs. SCHG - Dividend Comparison
EKJAX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 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 -68.92%, 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. For additional features, visit the drawdowns tool.
Volatility
EKJAX vs. SCHG - Volatility Comparison
Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 6.87% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.01%. 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.