NVLIX vs. SWLGX
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVLIX or SWLGX.
Correlation
The correlation between NVLIX and SWLGX is 0.90, 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
NVLIX vs. SWLGX - Performance Comparison
Key characteristics
NVLIX:
-0.15
SWLGX:
0.51
NVLIX:
-0.02
SWLGX:
0.86
NVLIX:
1.00
SWLGX:
1.12
NVLIX:
-0.13
SWLGX:
0.54
NVLIX:
-0.35
SWLGX:
1.81
NVLIX:
12.58%
SWLGX:
6.92%
NVLIX:
28.02%
SWLGX:
24.97%
NVLIX:
-45.45%
SWLGX:
-33.28%
NVLIX:
-19.99%
SWLGX:
-10.13%
Returns By Period
In the year-to-date period, NVLIX achieves a -5.35% return, which is significantly higher than SWLGX's -6.35% return.
NVLIX
-5.35%
18.41%
-17.33%
-4.23%
6.37%
2.37%
SWLGX
-6.35%
17.16%
-5.22%
12.69%
16.97%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NVLIX vs. SWLGX - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
NVLIX vs. SWLGX — Risk-Adjusted Performance Rank
NVLIX
SWLGX
NVLIX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
NVLIX vs. SWLGX - Dividend Comparison
NVLIX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% | 0.07% | 0.23% | 0.09% | 0.01% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.56% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
NVLIX vs. SWLGX - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -45.45%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for NVLIX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
NVLIX vs. SWLGX - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 13.37% and 13.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.