Correlation
The correlation between FTCB and SCHG is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FTCB vs. SCHG
Compare and contrast key facts about First Trust Core Investment Grade ETF (FTCB) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FTCB and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTCB is an actively managed fund by First Trust. It was launched on Nov 7, 2023. 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: FTCB or SCHG.
Performance
FTCB vs. SCHG - Performance Comparison
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Key characteristics
FTCB:
1.24
SCHG:
0.61
FTCB:
1.70
SCHG:
1.02
FTCB:
1.19
SCHG:
1.14
FTCB:
1.25
SCHG:
0.66
FTCB:
2.87
SCHG:
2.18
FTCB:
2.17%
SCHG:
7.12%
FTCB:
5.68%
SCHG:
25.37%
FTCB:
-4.99%
SCHG:
-34.59%
FTCB:
-1.55%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, FTCB achieves a 2.29% return, which is significantly higher than SCHG's -0.90% return.
FTCB
2.29%
-1.07%
1.19%
6.95%
N/A
N/A
N/A
SCHG
-0.90%
8.58%
0.32%
15.40%
20.90%
18.26%
15.86%
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FTCB vs. SCHG - Expense Ratio Comparison
FTCB has a 0.55% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FTCB vs. SCHG — Risk-Adjusted Performance Rank
FTCB
SCHG
FTCB vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Core Investment Grade ETF (FTCB) 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.
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Dividends
FTCB vs. SCHG - Dividend Comparison
FTCB's dividend yield for the trailing twelve months is around 5.28%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCB First Trust Core Investment Grade ETF | 5.28% | 5.20% | 0.35% | 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 | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FTCB vs. SCHG - Drawdown Comparison
The maximum FTCB drawdown since its inception was -4.99%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FTCB and SCHG.
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Volatility
FTCB vs. SCHG - Volatility Comparison
The current volatility for First Trust Core Investment Grade ETF (FTCB) is 1.55%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.74%. This indicates that FTCB 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.
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