NUGIX vs. SCHG
Compare and contrast key facts about Nuveen Global Dividend Growth Fund (NUGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
NUGIX is managed by Nuveen. It was launched on Jun 10, 2012. 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: NUGIX or SCHG.
Correlation
The correlation between NUGIX and SCHG 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
NUGIX vs. SCHG - Performance Comparison
Key characteristics
NUGIX:
0.76
SCHG:
1.64
NUGIX:
1.02
SCHG:
2.19
NUGIX:
1.15
SCHG:
1.30
NUGIX:
0.87
SCHG:
2.37
NUGIX:
2.52
SCHG:
8.98
NUGIX:
3.58%
SCHG:
3.27%
NUGIX:
11.87%
SCHG:
17.91%
NUGIX:
-33.65%
SCHG:
-34.59%
NUGIX:
-6.17%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, NUGIX achieves a 3.43% return, which is significantly higher than SCHG's 3.09% return. Over the past 10 years, NUGIX has underperformed SCHG with an annualized return of 4.89%, while SCHG has yielded a comparatively higher 16.44% annualized return.
NUGIX
3.43%
0.82%
-1.60%
8.69%
5.64%
4.89%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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NUGIX vs. SCHG - Expense Ratio Comparison
NUGIX has a 0.89% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
NUGIX vs. SCHG — Risk-Adjusted Performance Rank
NUGIX
SCHG
NUGIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global Dividend Growth Fund (NUGIX) 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
NUGIX vs. SCHG - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 1.37%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 1.37% | 1.41% | 1.51% | 1.72% | 1.84% | 1.87% | 1.93% | 2.52% | 3.78% | 2.02% | 1.96% | 3.47% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
NUGIX vs. SCHG - Drawdown Comparison
The maximum NUGIX drawdown since its inception was -33.65%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for NUGIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
NUGIX vs. SCHG - Volatility Comparison
The current volatility for Nuveen Global Dividend Growth Fund (NUGIX) is 2.50%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that NUGIX 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.