MDFGX vs. SCHG
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MDFGX is managed by Blackrock. It was launched on Dec 31, 1997. 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: MDFGX or SCHG.
Correlation
The correlation between MDFGX and SCHG is 0.91, 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
MDFGX vs. SCHG - Performance Comparison
Key characteristics
MDFGX:
0.34
SCHG:
0.55
MDFGX:
0.66
SCHG:
0.92
MDFGX:
1.09
SCHG:
1.13
MDFGX:
0.38
SCHG:
0.58
MDFGX:
1.27
SCHG:
2.06
MDFGX:
7.33%
SCHG:
6.62%
MDFGX:
27.11%
SCHG:
25.04%
MDFGX:
-61.50%
SCHG:
-34.59%
MDFGX:
-13.76%
SCHG:
-13.04%
Returns By Period
The year-to-date returns for both investments are quite close, with MDFGX having a -9.38% return and SCHG slightly higher at -9.20%. Over the past 10 years, MDFGX has underperformed SCHG with an annualized return of 13.11%, while SCHG has yielded a comparatively higher 15.12% annualized return.
MDFGX
-9.38%
2.01%
-5.07%
7.87%
13.88%
13.11%
SCHG
-9.20%
1.04%
-4.69%
12.11%
18.62%
15.12%
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MDFGX vs. SCHG - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
MDFGX vs. SCHG — Risk-Adjusted Performance Rank
MDFGX
SCHG
MDFGX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) 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
MDFGX vs. SCHG - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 14.05%, more than SCHG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 14.05% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% | 23.29% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
MDFGX vs. SCHG - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MDFGX and SCHG. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. SCHG - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 17.15% and 16.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.