LAFFX vs. SCHG
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. 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
LAFFX vs. SCHG - Performance Comparison
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LAFFX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 1.20% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 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, LAFFX achieves a 1.20% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, LAFFX has underperformed SCHG with an annualized return of 10.15%, while SCHG has yielded a comparatively higher 16.95% annualized return.
LAFFX
- 1D
- 2.17%
- 1M
- -5.28%
- YTD
- 1.20%
- 6M
- 4.19%
- 1Y
- 16.39%
- 3Y*
- 15.98%
- 5Y*
- 9.60%
- 10Y*
- 10.15%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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LAFFX vs. SCHG - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
LAFFX vs. SCHG — Risk / Return Rank
LAFFX
SCHG
LAFFX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) 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.
| LAFFX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.76 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.24 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.09 | +0.53 |
Martin ratioReturn relative to average drawdown | 7.39 | 3.71 | +3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAFFX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.76 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.57 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.79 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.79 | -0.35 |
Correlation
The correlation between LAFFX and SCHG is 0.80, 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.
Dividends
LAFFX vs. SCHG - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.11%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.11% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
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
LAFFX vs. SCHG - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for LAFFX and SCHG.
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Drawdown Indicators
| LAFFX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -34.59% | -25.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -16.41% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -34.59% | +15.09% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -34.59% | -5.00% |
Current DrawdownCurrent decline from peak | -5.59% | -12.51% | +6.92% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -5.22% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 4.84% | -2.44% |
Volatility
LAFFX vs. SCHG - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 4.55%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that LAFFX 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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Volatility by Period
| LAFFX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 6.77% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 12.54% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 22.45% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 22.31% | -7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 21.51% | -4.07% |