MRFOX vs. SCHX
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Schwab U.S. Large-Cap ETF (SCHX).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or SCHX.
Correlation
The correlation between MRFOX and SCHX is 0.81, 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
MRFOX vs. SCHX - Performance Comparison
Key characteristics
MRFOX:
1.44
SCHX:
2.27
MRFOX:
1.94
SCHX:
2.99
MRFOX:
1.28
SCHX:
1.42
MRFOX:
1.76
SCHX:
3.46
MRFOX:
5.45
SCHX:
14.25
MRFOX:
2.50%
SCHX:
2.08%
MRFOX:
9.47%
SCHX:
13.02%
MRFOX:
-29.10%
SCHX:
-34.33%
MRFOX:
-6.07%
SCHX:
-1.50%
Returns By Period
In the year-to-date period, MRFOX achieves a 1.07% return, which is significantly lower than SCHX's 2.29% return.
MRFOX
1.07%
0.63%
2.62%
12.32%
11.33%
N/A
SCHX
2.29%
1.28%
9.16%
26.81%
16.15%
15.85%
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MRFOX vs. SCHX - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
MRFOX vs. SCHX — Risk-Adjusted Performance Rank
MRFOX
SCHX
MRFOX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and Schwab U.S. Large-Cap ETF (SCHX). 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
MRFOX vs. SCHX - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 1.00%, less than SCHX's 2.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 1.00% | 1.01% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.32% | 2.38% | 2.03% | 2.47% | 2.51% | 4.11% | 3.39% | 3.35% | 3.40% | 2.83% | 4.18% | 3.51% |
Drawdowns
MRFOX vs. SCHX - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for MRFOX and SCHX. For additional features, visit the drawdowns tool.
Volatility
MRFOX vs. SCHX - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 3.05%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 5.12%. This indicates that MRFOX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.