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:
2.28
MRFOX:
1.90
SCHX:
3.01
MRFOX:
1.30
SCHX:
1.42
MRFOX:
1.76
SCHX:
3.38
MRFOX:
7.60
SCHX:
14.85
MRFOX:
1.86%
SCHX:
1.95%
MRFOX:
9.78%
SCHX:
12.70%
MRFOX:
-29.10%
SCHX:
-34.33%
MRFOX:
-7.53%
SCHX:
-2.74%
Returns By Period
In the year-to-date period, MRFOX achieves a 12.61% return, which is significantly lower than SCHX's 26.93% return.
MRFOX
12.61%
-4.10%
0.19%
13.09%
11.41%
N/A
SCHX
26.93%
0.37%
10.64%
27.57%
16.59%
15.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.79%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 0.00% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.79% | 3.54% | 2.47% | 3.01% | 3.52% | 5.47% | 4.46% | 5.10% | 3.26% | 5.11% | 4.40% | 2.58% |
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
Marshfield Concentrated Opportunity Fund (MRFOX) has a higher volatility of 5.62% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.98%. This indicates that MRFOX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.