MAFOX vs. SCHG
Compare and contrast key facts about BlackRock Large Cap Focus Growth Fund (MAFOX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MAFOX is managed by BlackRock. It was launched on Mar 3, 2000. 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
MAFOX vs. SCHG - Performance Comparison
Loading graphics...
MAFOX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | -9.08% | 12.76% | 31.11% | 52.63% | -38.05% | 17.13% | 46.85% | 31.16% | 3.63% | 29.90% |
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, MAFOX achieves a -9.08% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, MAFOX has underperformed SCHG with an annualized return of 15.03%, while SCHG has yielded a comparatively higher 16.95% annualized return.
MAFOX
- 1D
- 3.91%
- 1M
- -5.63%
- YTD
- -9.08%
- 6M
- -10.43%
- 1Y
- 14.14%
- 3Y*
- 19.93%
- 5Y*
- 8.13%
- 10Y*
- 15.03%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAFOX vs. SCHG - Expense Ratio Comparison
MAFOX has a 0.67% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
MAFOX vs. SCHG — Risk / Return Rank
MAFOX
SCHG
MAFOX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Focus Growth Fund (MAFOX) 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.
| MAFOX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.76 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.24 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.09 | -0.18 |
Martin ratioReturn relative to average drawdown | 3.12 | 3.71 | -0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MAFOX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.76 | -0.12 |
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 | 0.67 | 0.79 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.79 | -0.71 |
Correlation
The correlation between MAFOX and SCHG is 0.95, 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
MAFOX vs. SCHG - Dividend Comparison
MAFOX's dividend yield for the trailing twelve months is around 17.63%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | 17.63% | 16.03% | 4.04% | 3.05% | 2.01% | 11.20% | 0.53% | 5.45% | 4.43% | 4.06% | 0.00% | 4.66% |
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
MAFOX vs. SCHG - Drawdown Comparison
The maximum MAFOX drawdown since its inception was -89.93%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MAFOX and SCHG.
Loading graphics...
Drawdown Indicators
| MAFOX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.93% | -34.59% | -55.34% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -16.41% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -42.39% | -34.59% | -7.80% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | -34.59% | -7.80% |
Current DrawdownCurrent decline from peak | -13.45% | -12.51% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -54.57% | -5.22% | -49.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 4.84% | +0.08% |
Volatility
MAFOX vs. SCHG - Volatility Comparison
BlackRock Large Cap Focus Growth Fund (MAFOX) has a higher volatility of 7.48% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that MAFOX'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.
Loading graphics...
Volatility by Period
| MAFOX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 6.77% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 12.54% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.71% | 22.45% | +1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 22.31% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.61% | 21.51% | +1.10% |