NWLG vs. SCHG
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and Schwab U.S. Large-Cap Growth ETF (SCHG).
NWLG and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NWLG is an actively managed fund by Nuveen. It was launched on Aug 4, 2021. 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: NWLG or SCHG.
Correlation
The correlation between NWLG 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
NWLG vs. SCHG - Performance Comparison
Key characteristics
NWLG:
1.13
SCHG:
1.61
NWLG:
1.59
SCHG:
2.16
NWLG:
1.21
SCHG:
1.29
NWLG:
1.56
SCHG:
2.34
NWLG:
5.69
SCHG:
8.85
NWLG:
3.77%
SCHG:
3.27%
NWLG:
18.93%
SCHG:
17.99%
NWLG:
-39.89%
SCHG:
-34.59%
NWLG:
-1.37%
SCHG:
-0.79%
Returns By Period
The year-to-date returns for both stocks are quite close, with NWLG having a 3.73% return and SCHG slightly lower at 3.59%.
NWLG
3.73%
4.93%
11.18%
21.58%
N/A
N/A
SCHG
3.59%
4.94%
14.65%
29.16%
18.53%
16.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NWLG vs. SCHG - Expense Ratio Comparison
NWLG has a 0.64% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
NWLG vs. SCHG — Risk-Adjusted Performance Rank
NWLG
SCHG
NWLG vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) 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
NWLG vs. SCHG - Dividend Comparison
NWLG has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLG Nuveen Winslow Large-Cap Growth ESG ETF | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
NWLG vs. SCHG - Drawdown Comparison
The maximum NWLG drawdown since its inception was -39.89%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for NWLG and SCHG. For additional features, visit the drawdowns tool.
Volatility
NWLG vs. SCHG - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.86% and 5.72%, 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.