FTC vs. SCHG
Compare and contrast key facts about First Trust Large Cap Growth AlphaDEX Fund (FTC) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FTC and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Growth Index. It was launched on May 8, 2007. 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 FTC 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: FTC or SCHG.
Correlation
The correlation between FTC 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.
Performance
FTC vs. SCHG - Performance Comparison
Key characteristics
FTC:
1.76
SCHG:
2.12
FTC:
2.41
SCHG:
2.76
FTC:
1.30
SCHG:
1.38
FTC:
2.16
SCHG:
3.02
FTC:
10.43
SCHG:
11.85
FTC:
2.70%
SCHG:
3.15%
FTC:
16.03%
SCHG:
17.55%
FTC:
-54.05%
SCHG:
-34.59%
FTC:
-5.53%
SCHG:
-2.13%
Returns By Period
In the year-to-date period, FTC achieves a 28.72% return, which is significantly lower than SCHG's 37.91% return. Over the past 10 years, FTC has underperformed SCHG with an annualized return of 12.23%, while SCHG has yielded a comparatively higher 16.83% annualized return.
FTC
28.72%
-4.47%
15.03%
28.17%
14.56%
12.23%
SCHG
37.91%
3.45%
13.22%
37.26%
20.19%
16.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTC vs. SCHG - Expense Ratio Comparison
FTC has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FTC vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Growth AlphaDEX Fund (FTC) 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
FTC vs. SCHG - Dividend Comparison
FTC's dividend yield for the trailing twelve months is around 0.32%, less than SCHG's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.32% | 0.65% | 0.91% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% | 0.76% | 0.46% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
FTC vs. SCHG - Drawdown Comparison
The maximum FTC drawdown since its inception was -54.05%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FTC and SCHG. For additional features, visit the drawdowns tool.
Volatility
FTC vs. SCHG - Volatility Comparison
First Trust Large Cap Growth AlphaDEX Fund (FTC) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.71% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.