KAI vs. SCHG
Compare and contrast key facts about Kadant Inc. (KAI) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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 Index. It was launched on Dec 11, 2009.
Performance
KAI vs. SCHG - Performance Comparison
Loading graphics...
KAI vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAI Kadant Inc. | 2.69% | -17.03% | 23.59% | 58.69% | -22.50% | 64.41% | 35.18% | 30.68% | -18.14% | 65.97% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, KAI achieves a 2.69% return, which is significantly higher than SCHG's -10.59% return. Over the past 10 years, KAI has outperformed SCHG with an annualized return of 21.50%, while SCHG has yielded a comparatively lower 16.83% annualized return.
KAI
- 1D
- 2.62%
- 1M
- -13.80%
- YTD
- 2.69%
- 6M
- -1.53%
- 1Y
- -12.84%
- 3Y*
- 12.43%
- 5Y*
- 9.90%
- 10Y*
- 21.50%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 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.
Return for Risk
KAI vs. SCHG — Risk / Return Rank
KAI
SCHG
KAI vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kadant Inc. (KAI) 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.
| KAI | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.32 | 0.75 | -1.07 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.23 | -1.44 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.17 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 1.03 | -1.44 |
Martin ratioReturn relative to average drawdown | -0.90 | 3.54 | -4.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| KAI | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | 0.75 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.57 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.79 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.79 | -0.57 |
Correlation
The correlation between KAI and SCHG is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KAI vs. SCHG - Dividend Comparison
KAI's dividend yield for the trailing twelve months is around 0.47%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAI Kadant Inc. | 0.47% | 0.47% | 0.36% | 0.40% | 0.58% | 0.43% | 0.67% | 0.86% | 1.07% | 0.82% | 1.21% | 1.63% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
KAI vs. SCHG - Drawdown Comparison
The maximum KAI drawdown since its inception was -93.36%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KAI and SCHG.
Loading graphics...
Drawdown Indicators
| KAI | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.36% | -34.59% | -58.77% |
Max Drawdown (1Y)Largest decline over 1 year | -30.91% | -16.41% | -14.50% |
Max Drawdown (5Y)Largest decline over 5 years | -41.23% | -34.59% | -6.64% |
Max Drawdown (10Y)Largest decline over 10 years | -51.98% | -34.59% | -17.39% |
Current DrawdownCurrent decline from peak | -30.50% | -13.34% | -17.16% |
Average DrawdownAverage peak-to-trough decline | -47.99% | -5.22% | -42.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.00% | 4.78% | +9.22% |
Volatility
KAI vs. SCHG - Volatility Comparison
Kadant Inc. (KAI) has a higher volatility of 12.83% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.67%. This indicates that KAI'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.
Loading graphics...
Volatility by Period
| KAI | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.83% | 6.67% | +6.16% |
Volatility (6M)Calculated over the trailing 6-month period | 25.92% | 12.51% | +13.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.07% | 22.43% | +17.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.17% | 22.32% | +10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.44% | 21.51% | +12.93% |