MPGFX vs. SCHG
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. 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
MPGFX vs. SCHG - Performance Comparison
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MPGFX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | -3.78% | 10.55% | 19.61% | 27.70% | -21.28% | 29.42% | 16.80% | 28.40% | -4.27% | 16.54% |
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, MPGFX achieves a -3.78% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, MPGFX has underperformed SCHG with an annualized return of 11.50%, while SCHG has yielded a comparatively higher 16.95% annualized return.
MPGFX
- 1D
- 3.19%
- 1M
- -5.82%
- YTD
- -3.78%
- 6M
- -3.77%
- 1Y
- 11.34%
- 3Y*
- 14.84%
- 5Y*
- 8.75%
- 10Y*
- 11.50%
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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MPGFX vs. SCHG - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
MPGFX vs. SCHG — Risk / Return Rank
MPGFX
SCHG
MPGFX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) 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.
| MPGFX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.76 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.24 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.09 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.17 | 3.71 | +0.47 |
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
| MPGFX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.76 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.57 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.79 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.79 | -0.48 |
Correlation
The correlation between MPGFX and SCHG is 0.89, 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
MPGFX vs. SCHG - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 4.66%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 4.66% | 4.48% | 3.84% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% |
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
MPGFX vs. SCHG - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -61.00%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MPGFX and SCHG.
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Drawdown Indicators
| MPGFX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.00% | -34.59% | -26.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -16.41% | +5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -34.59% | +8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.08% | -34.59% | +1.51% |
Current DrawdownCurrent decline from peak | -6.65% | -12.51% | +5.86% |
Average DrawdownAverage peak-to-trough decline | -14.75% | -5.22% | -9.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.84% | -1.96% |
Volatility
MPGFX vs. SCHG - Volatility Comparison
The current volatility for Mairs & Power Growth Fund (MPGFX) is 5.80%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that MPGFX 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
| MPGFX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 6.77% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 12.54% | -2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 22.45% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 22.31% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 21.51% | -3.44% |