GOAU vs. SCHG
Compare and contrast key facts about US Global GO GOLD and Precious Metal Miners ETF (GOAU) and Schwab U.S. Large-Cap Growth ETF (SCHG).
GOAU and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GOAU is a passively managed fund by US Global Investors that tracks the performance of the U.S. Global GO GOLD and Precious Metal Miners Index. It was launched on Jun 27, 2017. 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 GOAU 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: GOAU or SCHG.
Correlation
The correlation between GOAU and SCHG is 0.23, 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.
Performance
GOAU vs. SCHG - Performance Comparison
Key characteristics
GOAU:
1.39
SCHG:
0.52
GOAU:
1.92
SCHG:
0.87
GOAU:
1.25
SCHG:
1.12
GOAU:
1.85
SCHG:
0.54
GOAU:
5.53
SCHG:
1.81
GOAU:
8.26%
SCHG:
6.97%
GOAU:
33.20%
SCHG:
24.88%
GOAU:
-55.41%
SCHG:
-34.59%
GOAU:
-3.62%
SCHG:
-10.56%
Returns By Period
In the year-to-date period, GOAU achieves a 44.84% return, which is significantly higher than SCHG's -6.61% return.
GOAU
44.84%
21.47%
25.96%
45.76%
9.13%
N/A
SCHG
-6.61%
16.75%
-5.66%
12.85%
17.95%
15.30%
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GOAU vs. SCHG - Expense Ratio Comparison
GOAU has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
GOAU vs. SCHG — Risk-Adjusted Performance Rank
GOAU
SCHG
GOAU vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Global GO GOLD and Precious Metal Miners ETF (GOAU) 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
GOAU vs. SCHG - Dividend Comparison
GOAU's dividend yield for the trailing twelve months is around 1.46%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOAU US Global GO GOLD and Precious Metal Miners ETF | 1.46% | 2.11% | 0.99% | 1.55% | 1.28% | 0.74% | 0.16% | 0.47% | 0.13% | 0.00% | 0.00% | 0.00% |
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
GOAU vs. SCHG - Drawdown Comparison
The maximum GOAU drawdown since its inception was -55.41%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for GOAU and SCHG. For additional features, visit the drawdowns tool.
Volatility
GOAU vs. SCHG - Volatility Comparison
US Global GO GOLD and Precious Metal Miners ETF (GOAU) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 13.44% and 13.51%, 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.