NLCAX vs. SCHG
Compare and contrast key facts about Voya Large-Cap Growth Fund (NLCAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
NLCAX is managed by Voya. It was launched on Jul 21, 1997. 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: NLCAX or SCHG.
Correlation
The correlation between NLCAX and SCHG is 0.97, 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
NLCAX vs. SCHG - Performance Comparison
Key characteristics
NLCAX:
1.06
SCHG:
1.57
NLCAX:
1.48
SCHG:
2.11
NLCAX:
1.20
SCHG:
1.28
NLCAX:
0.64
SCHG:
2.29
NLCAX:
4.83
SCHG:
8.65
NLCAX:
4.26%
SCHG:
3.28%
NLCAX:
19.44%
SCHG:
18.03%
NLCAX:
-76.75%
SCHG:
-34.59%
NLCAX:
-15.81%
SCHG:
-1.82%
Returns By Period
In the year-to-date period, NLCAX achieves a 3.97% return, which is significantly higher than SCHG's 2.51% return. Over the past 10 years, NLCAX has underperformed SCHG with an annualized return of 4.59%, while SCHG has yielded a comparatively higher 16.53% annualized return.
NLCAX
3.97%
4.54%
13.44%
20.13%
1.96%
4.59%
SCHG
2.51%
3.10%
16.19%
27.62%
18.41%
16.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NLCAX vs. SCHG - Expense Ratio Comparison
NLCAX has a 0.97% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
NLCAX vs. SCHG — Risk-Adjusted Performance Rank
NLCAX
SCHG
NLCAX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large-Cap Growth Fund (NLCAX) 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
NLCAX vs. SCHG - Dividend Comparison
NLCAX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.03% | 0.16% | 0.12% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
NLCAX vs. SCHG - Drawdown Comparison
The maximum NLCAX drawdown since its inception was -76.75%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for NLCAX and SCHG. For additional features, visit the drawdowns tool.
Volatility
NLCAX vs. SCHG - Volatility Comparison
Voya Large-Cap Growth Fund (NLCAX) has a higher volatility of 6.09% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.68%. This indicates that NLCAX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.