FLN vs. SCHG
Compare and contrast key facts about First Trust Latin America AlphaDEX Fund (FLN) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FLN and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLN is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Latin America Index. It was launched on Apr 18, 2011. 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. Both FLN and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLN or SCHG.
Correlation
The correlation between FLN and SCHG is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FLN vs. SCHG - Performance Comparison
Key characteristics
FLN:
-0.01
SCHG:
0.50
FLN:
0.12
SCHG:
0.86
FLN:
1.02
SCHG:
1.12
FLN:
-0.02
SCHG:
0.53
FLN:
-0.04
SCHG:
1.78
FLN:
12.14%
SCHG:
7.00%
FLN:
22.21%
SCHG:
24.88%
FLN:
-57.93%
SCHG:
-34.59%
FLN:
-4.71%
SCHG:
-10.70%
Returns By Period
In the year-to-date period, FLN achieves a 26.09% return, which is significantly higher than SCHG's -6.76% return. Over the past 10 years, FLN has underperformed SCHG with an annualized return of 4.15%, while SCHG has yielded a comparatively higher 15.31% annualized return.
FLN
26.09%
12.00%
12.54%
-0.26%
12.94%
4.15%
SCHG
-6.76%
4.47%
-6.25%
12.34%
17.90%
15.31%
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FLN vs. SCHG - Expense Ratio Comparison
FLN has a 0.80% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FLN vs. SCHG — Risk-Adjusted Performance Rank
FLN
SCHG
FLN vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Latin America AlphaDEX Fund (FLN) 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
FLN vs. SCHG - Dividend Comparison
FLN's dividend yield for the trailing twelve months is around 4.56%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLN First Trust Latin America AlphaDEX Fund | 4.56% | 6.26% | 4.17% | 5.57% | 4.70% | 1.63% | 1.91% | 3.08% | 10.27% | 1.06% | 2.34% | 3.96% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FLN vs. SCHG - Drawdown Comparison
The maximum FLN drawdown since its inception was -57.93%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FLN and SCHG. For additional features, visit the drawdowns tool.
Volatility
FLN vs. SCHG - Volatility Comparison
The current volatility for First Trust Latin America AlphaDEX Fund (FLN) is 6.90%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 8.21%. This indicates that FLN 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.