LLYVA vs. SCHG

Last updated Jun 24, 2026

LLYVA (Liberty Media Corporation Series A Liberty Live Common Stock) is a stock, while SCHG (Schwab U.S. Large-Cap Growth ETF) is Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. At a 0.31 correlation, their price movements are largely independent.

Performance

LLYVA vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LLYVA achieves a 16.23% return, which is significantly higher than SCHG's 1.35% return.

LLYVA

• 1D: 0.37%
• 1M: -1.25%
• YTD: 16.23%
• 6M: 15.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCHG

• 1D: -1.37%
• 1M: -3.93%
• YTD: 1.35%
• 6M: 0.09%
• 1Y: 17.91%
• 3Y*: 22.13%
• 5Y*: 13.27%
• 10Y*: 18.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LLYVA vs. SCHG - Yearly Performance Comparison

	2026 (YTD)	2025
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock	16.23%	1.98%
SCHG Schwab U.S. Large-Cap Growth ETF	1.35%	0.90%

Correlation

The correlation between LLYVA and SCHG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 16, 2025	0.31

Return for Risk

LLYVA vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LLYVA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCHG

SCHG Risk / Return Rank: 28
SCHG Sharpe Ratio Rank: 31
SCHG Sortino Ratio Rank: 30
SCHG Omega Ratio Rank: 30
SCHG Calmar Ratio Rank: 23
SCHG Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LLYVA vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LLYVA	SCHG	Difference
Sharpe ratio: Return per unit of total volatility	—	1.11	—
Sortino ratio: Return per unit of downside risk	—	1.56	—
Omega ratio: Gain probability vs. loss probability	—	1.20	—
Calmar ratio: Return relative to maximum drawdown	—	1.10	—
Martin ratio: Return relative to average drawdown	—	3.58	—

Drawdowns

LLYVA vs. SCHG - Drawdown Comparison

The maximum LLYVA drawdown since its inception was -12.08%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for LLYVA and SCHG.

Drawdown Indicators

	LLYVA	SCHG	Difference
Max Drawdown Largest peak-to-trough decline	-12.08%	-34.59%	+22.51%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.41%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.59%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.59%	—
Current Drawdown Current decline from peak	-3.82%	-6.46%	+2.64%
Average Drawdown Average peak-to-trough decline	-3.36%	-5.20%	+1.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.02%	—

Volatility

Volatility by Period

	LLYVA	SCHG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.91%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.52%	—
Volatility (1Y) Calculated over the trailing 1-year period	33.02%	16.24%	+16.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.02%	22.38%	+10.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.02%	21.58%	+11.44%

Dividends

LLYVA vs. SCHG - Dividend Comparison

LLYVA has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHG Schwab U.S. Large-Cap Growth ETF	0.38%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%

Frequently Asked Questions

Can I hold both LLYVA and SCHG in my portfolio?

LLYVA and SCHG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.