NBN vs. SCHG
Compare and contrast key facts about Northeast Bank (NBN) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: NBN or SCHG.
Correlation
The correlation between NBN and SCHG is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NBN vs. SCHG - Performance Comparison
Key characteristics
NBN:
1.71
SCHG:
0.33
NBN:
2.56
SCHG:
0.63
NBN:
1.31
SCHG:
1.09
NBN:
2.39
SCHG:
0.34
NBN:
7.50
SCHG:
1.42
NBN:
7.82%
SCHG:
5.68%
NBN:
34.26%
SCHG:
24.18%
NBN:
-70.47%
SCHG:
-34.59%
NBN:
-20.25%
SCHG:
-14.52%
Returns By Period
In the year-to-date period, NBN achieves a -4.74% return, which is significantly higher than SCHG's -10.75% return. Over the past 10 years, NBN has outperformed SCHG with an annualized return of 25.84%, while SCHG has yielded a comparatively lower 14.71% annualized return.
NBN
-4.74%
-1.86%
14.11%
61.70%
44.33%
25.84%
SCHG
-10.75%
-0.89%
-5.39%
7.94%
19.17%
14.71%
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Risk-Adjusted Performance
NBN vs. SCHG — Risk-Adjusted Performance Rank
NBN
SCHG
NBN vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northeast Bank (NBN) 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.
Dividends
NBN vs. SCHG - Dividend Comparison
NBN's dividend yield for the trailing twelve months is around 0.05%, less than SCHG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBN Northeast Bank | 0.05% | 0.04% | 0.07% | 0.10% | 0.11% | 0.18% | 0.18% | 0.24% | 0.17% | 0.31% | 0.38% | 1.24% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.46% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
NBN vs. SCHG - Drawdown Comparison
The maximum NBN drawdown since its inception was -70.47%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for NBN and SCHG. For additional features, visit the drawdowns tool.
Volatility
NBN vs. SCHG - Volatility Comparison
The current volatility for Northeast Bank (NBN) is 12.48%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 15.63%. This indicates that NBN 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.