LGPIX vs. SWLGX
Compare and contrast key facts about ProFunds Large Cap Growth ProFund (LGPIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
LGPIX is managed by ProFunds. It was launched on Oct 1, 2002. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
LGPIX vs. SWLGX - Performance Comparison
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LGPIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGPIX ProFunds Large Cap Growth ProFund | -12.06% | 20.25% | 35.00% | 27.54% | -30.72% | 38.06% | 30.61% | 28.72% | -1.75% | -2.18% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, LGPIX achieves a -12.06% return, which is significantly higher than SWLGX's -13.06% return.
LGPIX
- 1D
- -0.84%
- 1M
- -9.18%
- YTD
- -12.06%
- 6M
- -10.28%
- 1Y
- 16.07%
- 3Y*
- 18.60%
- 5Y*
- 11.35%
- 10Y*
- 13.94%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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LGPIX vs. SWLGX - Expense Ratio Comparison
LGPIX has a 1.59% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
LGPIX vs. SWLGX — Risk / Return Rank
LGPIX
SWLGX
LGPIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Large Cap Growth ProFund (LGPIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| LGPIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.66 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.10 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.72 | +0.22 |
Martin ratioReturn relative to average drawdown | 3.72 | 2.51 | +1.21 |
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
| LGPIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.66 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.56 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.68 | -0.53 |
Correlation
The correlation between LGPIX and SWLGX is 0.98, 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
LGPIX vs. SWLGX - Dividend Comparison
LGPIX's dividend yield for the trailing twelve months is around 1.71%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGPIX ProFunds Large Cap Growth ProFund | 1.71% | 1.51% | 1.14% | 1.55% | 1.98% | 6.65% | 3.33% | 4.40% | 1.84% | 0.00% | 1.39% | 0.06% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
LGPIX vs. SWLGX - Drawdown Comparison
The maximum LGPIX drawdown since its inception was -78.34%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for LGPIX and SWLGX.
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Drawdown Indicators
| LGPIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.34% | -32.69% | -45.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -16.16% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -78.34% | -32.69% | -45.65% |
Max Drawdown (10Y)Largest decline over 10 years | -78.34% | — | — |
Current DrawdownCurrent decline from peak | -71.86% | -16.16% | -55.70% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -7.13% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 4.62% | -1.01% |
Volatility
LGPIX vs. SWLGX - Volatility Comparison
ProFunds Large Cap Growth ProFund (LGPIX) has a higher volatility of 5.67% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that LGPIX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGPIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.38% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 11.82% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.06% | 22.31% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 138.97% | 21.47% | +117.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 99.12% | 22.78% | +76.34% |