GCGIX vs. SCHG
Compare and contrast key facts about Goldman Sachs Large Cap Growth Insights Fund (GCGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
GCGIX is managed by Goldman Sachs. It was launched on May 1, 1997. 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: GCGIX or SCHG.
Correlation
The correlation between GCGIX and SCHG is 0.97, 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
GCGIX vs. SCHG - Performance Comparison
Key characteristics
GCGIX:
1.19
SCHG:
2.22
GCGIX:
1.49
SCHG:
2.86
GCGIX:
1.26
SCHG:
1.40
GCGIX:
0.51
SCHG:
3.13
GCGIX:
6.54
SCHG:
12.34
GCGIX:
3.71%
SCHG:
3.14%
GCGIX:
20.38%
SCHG:
17.45%
GCGIX:
-68.37%
SCHG:
-34.59%
GCGIX:
-34.33%
SCHG:
-2.75%
Returns By Period
In the year-to-date period, GCGIX achieves a 23.02% return, which is significantly lower than SCHG's 37.04% return. Over the past 10 years, GCGIX has underperformed SCHG with an annualized return of 4.58%, while SCHG has yielded a comparatively higher 16.77% annualized return.
GCGIX
23.02%
-7.63%
0.29%
22.97%
0.66%
4.58%
SCHG
37.04%
3.40%
12.88%
37.14%
20.24%
16.77%
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GCGIX vs. SCHG - Expense Ratio Comparison
GCGIX has a 0.54% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
GCGIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) 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
GCGIX vs. SCHG - Dividend Comparison
GCGIX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCGIX Goldman Sachs Large Cap Growth Insights Fund | 0.00% | 0.08% | 0.48% | 0.22% | 0.27% | 0.69% | 0.76% | 0.59% | 0.76% | 0.87% | 0.96% | 1.03% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
GCGIX vs. SCHG - Drawdown Comparison
The maximum GCGIX drawdown since its inception was -68.37%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for GCGIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
GCGIX vs. SCHG - Volatility Comparison
Goldman Sachs Large Cap Growth Insights Fund (GCGIX) has a higher volatility of 12.63% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.07%. This indicates that GCGIX'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.