GEGTX vs. SCHG
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
GEGTX is managed by Columbia Threadneedle. It was launched on Dec 14, 1990. 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: GEGTX or SCHG.
Correlation
The correlation between GEGTX and SCHG is 0.93, 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
GEGTX vs. SCHG - Performance Comparison
Key characteristics
GEGTX:
0.28
SCHG:
0.60
GEGTX:
0.56
SCHG:
0.98
GEGTX:
1.08
SCHG:
1.14
GEGTX:
0.27
SCHG:
0.64
GEGTX:
0.85
SCHG:
2.22
GEGTX:
8.28%
SCHG:
6.72%
GEGTX:
25.27%
SCHG:
24.97%
GEGTX:
-63.88%
SCHG:
-34.59%
GEGTX:
-15.81%
SCHG:
-12.59%
Returns By Period
The year-to-date returns for both investments are quite close, with GEGTX having a -8.97% return and SCHG slightly higher at -8.73%. Over the past 10 years, GEGTX has underperformed SCHG with an annualized return of 6.54%, while SCHG has yielded a comparatively higher 15.04% annualized return.
GEGTX
-8.97%
2.14%
-10.78%
5.05%
9.00%
6.54%
SCHG
-8.73%
1.56%
-5.05%
12.49%
18.01%
15.04%
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GEGTX vs. SCHG - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
GEGTX vs. SCHG — Risk-Adjusted Performance Rank
GEGTX
SCHG
GEGTX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) 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
GEGTX vs. SCHG - Dividend Comparison
GEGTX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.00% | 0.17% | 0.46% | 0.00% | 0.52% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
GEGTX vs. SCHG - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -63.88%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for GEGTX and SCHG. For additional features, visit the drawdowns tool.
Volatility
GEGTX vs. SCHG - Volatility Comparison
Columbia Large Cap Growth Fund (GEGTX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 16.19% and 16.39%, 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.