MCDFX vs. SCHG
Compare and contrast key facts about Matthews China Dividend Fund (MCDFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MCDFX is managed by Matthews Asia Funds. It was launched on Nov 29, 2009. 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: MCDFX or SCHG.
Correlation
The correlation between MCDFX and SCHG is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MCDFX vs. SCHG - Performance Comparison
Key characteristics
MCDFX:
0.71
SCHG:
2.22
MCDFX:
1.20
SCHG:
2.86
MCDFX:
1.16
SCHG:
1.40
MCDFX:
0.37
SCHG:
3.13
MCDFX:
1.93
SCHG:
12.34
MCDFX:
9.06%
SCHG:
3.14%
MCDFX:
24.48%
SCHG:
17.45%
MCDFX:
-47.71%
SCHG:
-34.59%
MCDFX:
-33.94%
SCHG:
-2.75%
Returns By Period
In the year-to-date period, MCDFX achieves a 12.88% return, which is significantly lower than SCHG's 37.04% return. Over the past 10 years, MCDFX has underperformed SCHG with an annualized return of 4.57%, while SCHG has yielded a comparatively higher 16.77% annualized return.
MCDFX
12.88%
-0.51%
7.75%
15.36%
-0.95%
4.57%
SCHG
37.04%
3.40%
12.88%
37.14%
20.24%
16.77%
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MCDFX vs. SCHG - Expense Ratio Comparison
MCDFX has a 1.20% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
MCDFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Dividend Fund (MCDFX) 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
MCDFX vs. SCHG - Dividend Comparison
MCDFX's dividend yield for the trailing twelve months is around 2.69%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCDFX Matthews China Dividend Fund | 2.69% | 4.07% | 3.75% | 2.74% | 3.91% | 1.60% | 2.77% | 2.77% | 1.97% | 2.03% | 2.68% | 1.68% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
MCDFX vs. SCHG - Drawdown Comparison
The maximum MCDFX drawdown since its inception was -47.71%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MCDFX and SCHG. For additional features, visit the drawdowns tool.
Volatility
MCDFX vs. SCHG - Volatility Comparison
Matthews China Dividend Fund (MCDFX) has a higher volatility of 7.15% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.07%. This indicates that MCDFX'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.