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 Index. It was launched on Dec 11, 2009.
Performance
NUGIX vs. SCHG - Performance Comparison
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NUGIX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | -2.62% | 11.76% | 15.34% | 14.49% | -9.86% | 19.98% | 4.02% | 28.15% | -9.00% | 19.91% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, NUGIX achieves a -2.62% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, NUGIX has underperformed SCHG with an annualized return of 9.07%, while SCHG has yielded a comparatively higher 16.95% annualized return.
NUGIX
- 1D
- 1.92%
- 1M
- -5.76%
- YTD
- -2.62%
- 6M
- -1.21%
- 1Y
- 10.51%
- 3Y*
- 11.58%
- 5Y*
- 7.96%
- 10Y*
- 9.07%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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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.
Return for Risk
NUGIX vs. SCHG — Risk / Return Rank
NUGIX
SCHG
NUGIX vs. SCHG - Risk-Adjusted Trends 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.
| NUGIX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.76 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.24 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.09 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.99 | 3.71 | +0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NUGIX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.57 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.79 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.79 | -0.17 |
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.
Dividends
NUGIX vs. SCHG - Dividend Comparison
NUGIX's dividend yield for the trailing twelve months is around 11.75%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGIX Nuveen Global Dividend Growth Fund | 11.75% | 11.74% | 7.84% | 1.53% | 4.27% | 7.70% | 1.86% | 3.76% | 4.98% | 15.70% | 2.02% | 1.95% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
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.
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Drawdown Indicators
| NUGIX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -34.59% | +0.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -16.41% | +5.61% |
Max Drawdown (5Y)Largest decline over 5 years | -21.20% | -34.59% | +13.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -34.59% | +0.94% |
Current DrawdownCurrent decline from peak | -6.81% | -12.51% | +5.70% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -5.22% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.84% | -2.31% |
Volatility
NUGIX vs. SCHG - Volatility Comparison
The current volatility for Nuveen Global Dividend Growth Fund (NUGIX) is 4.72%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. 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.
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Volatility by Period
| NUGIX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.77% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 12.54% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 22.45% | -7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.78% | 22.31% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 21.51% | -6.02% |