LRGE vs. SCHG
Compare and contrast key facts about ClearBridge Large Cap Growth ESG ETF (LRGE) and Schwab U.S. Large-Cap Growth ETF (SCHG).
LRGE and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LRGE is an actively managed fund by Franklin Templeton. It was launched on May 22, 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LRGE or SCHG.
Correlation
The correlation between LRGE and SCHG is 0.86, 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.
Performance
LRGE vs. SCHG - Performance Comparison
Key characteristics
LRGE:
0.48
SCHG:
0.52
LRGE:
0.80
SCHG:
0.87
LRGE:
1.11
SCHG:
1.12
LRGE:
0.48
SCHG:
0.54
LRGE:
1.73
SCHG:
1.81
LRGE:
5.66%
SCHG:
6.97%
LRGE:
20.66%
SCHG:
24.88%
LRGE:
-37.03%
SCHG:
-34.59%
LRGE:
-8.37%
SCHG:
-10.56%
Returns By Period
In the year-to-date period, LRGE achieves a -4.20% return, which is significantly higher than SCHG's -6.61% return.
LRGE
-4.20%
14.90%
-5.79%
9.83%
14.92%
N/A
SCHG
-6.61%
16.75%
-5.66%
12.85%
17.95%
15.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LRGE vs. SCHG - Expense Ratio Comparison
LRGE has a 0.59% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
LRGE vs. SCHG — Risk-Adjusted Performance Rank
LRGE
SCHG
LRGE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth ESG ETF (LRGE) 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
LRGE vs. SCHG - Dividend Comparison
LRGE's dividend yield for the trailing twelve months is around 0.18%, less than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRGE ClearBridge Large Cap Growth ESG ETF | 0.18% | 0.18% | 0.11% | 2.02% | 1.20% | 0.37% | 0.37% | 2.14% | 0.37% | 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
LRGE vs. SCHG - Drawdown Comparison
The maximum LRGE drawdown since its inception was -37.03%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for LRGE and SCHG. For additional features, visit the drawdowns tool.
Volatility
LRGE vs. SCHG - Volatility Comparison
The current volatility for ClearBridge Large Cap Growth ESG ETF (LRGE) is 11.07%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 13.51%. This indicates that LRGE 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.