Correlation
The correlation between MINVX and SCHG is 0.93, 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.
MINVX vs. SCHG
Compare and contrast key facts about Madison Investors Fund (MINVX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. 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: MINVX or SCHG.
Performance
MINVX vs. SCHG - Performance Comparison
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Key characteristics
MINVX:
0.42
SCHG:
0.68
MINVX:
0.65
SCHG:
0.98
MINVX:
1.09
SCHG:
1.13
MINVX:
0.41
SCHG:
0.63
MINVX:
1.48
SCHG:
2.07
MINVX:
4.48%
SCHG:
7.13%
MINVX:
18.48%
SCHG:
25.37%
MINVX:
-52.39%
SCHG:
-34.59%
MINVX:
-6.10%
SCHG:
-5.20%
Returns By Period
In the year-to-date period, MINVX achieves a -0.52% return, which is significantly higher than SCHG's -1.01% return. Over the past 10 years, MINVX has underperformed SCHG with an annualized return of 12.40%, while SCHG has yielded a comparatively higher 15.84% annualized return.
MINVX
-0.52%
2.92%
-5.73%
7.76%
12.01%
13.90%
12.40%
SCHG
-1.01%
8.42%
-0.61%
17.19%
21.07%
18.23%
15.84%
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MINVX vs. SCHG - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
MINVX vs. SCHG — Risk-Adjusted Performance Rank
MINVX
SCHG
MINVX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) 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.
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Dividends
MINVX vs. SCHG - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 6.12%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 6.12% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% | 23.51% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
MINVX vs. SCHG - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.39%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MINVX and SCHG.
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Volatility
MINVX vs. SCHG - Volatility Comparison
The current volatility for Madison Investors Fund (MINVX) is 5.13%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.75%. This indicates that MINVX 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.
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