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 Index. It was launched on Dec 11, 2009.
Performance
MINVX vs. SCHG - Performance Comparison
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MINVX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | -2.68% | 3.30% | 16.38% | 26.12% | -13.18% | 22.70% | 14.48% | 30.48% | 0.64% | 22.53% |
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, MINVX achieves a -2.68% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, MINVX has underperformed SCHG with an annualized return of 11.92%, while SCHG has yielded a comparatively higher 16.95% annualized return.
MINVX
- 1D
- 2.52%
- 1M
- -6.64%
- YTD
- -2.68%
- 6M
- 0.61%
- 1Y
- 1.31%
- 3Y*
- 11.50%
- 5Y*
- 8.26%
- 10Y*
- 11.92%
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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MINVX vs. SCHG - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
MINVX vs. SCHG — Risk / Return Rank
MINVX
SCHG
MINVX vs. SCHG - Risk-Adjusted Trends 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.
| MINVX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 0.76 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.24 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.17 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.09 | -0.89 |
Martin ratioReturn relative to average drawdown | 0.63 | 3.71 | -3.08 |
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
| MINVX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 0.76 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.57 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.79 | -0.44 |
Correlation
The correlation between MINVX and SCHG is 0.85, 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
MINVX vs. SCHG - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 7.50%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 7.50% | 7.30% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% |
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
MINVX vs. SCHG - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.40%, 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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Drawdown Indicators
| MINVX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -34.59% | -17.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -16.41% | +5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -34.59% | +13.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -34.59% | +0.74% |
Current DrawdownCurrent decline from peak | -7.56% | -12.51% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -5.22% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.84% | -1.17% |
Volatility
MINVX vs. SCHG - Volatility Comparison
The current volatility for Madison Investors Fund (MINVX) is 5.24%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. 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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Volatility by Period
| MINVX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 6.77% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 12.54% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 22.45% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.26% | 22.31% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 21.51% | -4.53% |