MAEGX vs. SCHG
Compare and contrast key facts about BlackRock Unconstrained Equity Fund (MAEGX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MAEGX is managed by BlackRock. It was launched on Nov 3, 2005. 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
MAEGX vs. SCHG - Performance Comparison
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MAEGX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAEGX BlackRock Unconstrained Equity Fund | -4.78% | 12.30% | 7.62% | 33.37% | -20.23% | 20.72% | 21.90% | 32.76% | -4.54% | 24.80% |
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, MAEGX achieves a -4.78% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, MAEGX has underperformed SCHG with an annualized return of 10.96%, while SCHG has yielded a comparatively higher 16.95% annualized return.
MAEGX
- 1D
- 3.96%
- 1M
- -7.49%
- YTD
- -4.78%
- 6M
- -4.47%
- 1Y
- 13.95%
- 3Y*
- 9.49%
- 5Y*
- 7.01%
- 10Y*
- 10.96%
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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MAEGX vs. SCHG - Expense Ratio Comparison
MAEGX has a 0.95% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
MAEGX vs. SCHG — Risk / Return Rank
MAEGX
SCHG
MAEGX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Unconstrained Equity Fund (MAEGX) 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.
| MAEGX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.76 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.24 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.09 | +0.05 |
Martin ratioReturn relative to average drawdown | 4.34 | 3.71 | +0.64 |
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
| MAEGX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.57 | -0.23 |
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 | 0.48 | 0.79 | -0.32 |
Correlation
The correlation between MAEGX and SCHG is 0.88, 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
MAEGX vs. SCHG - Dividend Comparison
MAEGX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAEGX BlackRock Unconstrained Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 18.13% | 22.75% | 10.44% | 12.01% | 8.53% | 4.06% | 0.93% | 8.22% |
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
MAEGX vs. SCHG - Drawdown Comparison
The maximum MAEGX drawdown since its inception was -48.71%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MAEGX and SCHG.
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Drawdown Indicators
| MAEGX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.71% | -34.59% | -14.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -16.41% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -31.26% | -34.59% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -31.93% | -34.59% | +2.66% |
Current DrawdownCurrent decline from peak | -9.23% | -12.51% | +3.28% |
Average DrawdownAverage peak-to-trough decline | -7.68% | -5.22% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 4.84% | -1.51% |
Volatility
MAEGX vs. SCHG - Volatility Comparison
BlackRock Unconstrained Equity Fund (MAEGX) has a higher volatility of 8.18% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that MAEGX'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.
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Volatility by Period
| MAEGX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.18% | 6.77% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 12.54% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 22.45% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.30% | 22.31% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 21.51% | -2.67% |