PAGRX vs. SCHG
Compare and contrast key facts about Permanent Portfolio Aggressive Growth Portfolio (PAGRX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990. 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: PAGRX or SCHG.
Correlation
The correlation between PAGRX and SCHG is 0.87, 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
PAGRX vs. SCHG - Performance Comparison
Key characteristics
PAGRX:
1.65
SCHG:
2.19
PAGRX:
2.23
SCHG:
2.83
PAGRX:
1.30
SCHG:
1.40
PAGRX:
1.04
SCHG:
3.10
PAGRX:
11.26
SCHG:
12.18
PAGRX:
3.07%
SCHG:
3.14%
PAGRX:
20.90%
SCHG:
17.43%
PAGRX:
-79.19%
SCHG:
-34.59%
PAGRX:
-8.91%
SCHG:
-3.09%
Returns By Period
The year-to-date returns for both investments are quite close, with PAGRX having a 35.11% return and SCHG slightly higher at 36.55%. Over the past 10 years, PAGRX has underperformed SCHG with an annualized return of 4.21%, while SCHG has yielded a comparatively higher 16.72% annualized return.
PAGRX
35.11%
-6.31%
7.87%
37.68%
12.00%
4.21%
SCHG
36.55%
3.15%
12.28%
38.24%
20.15%
16.72%
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PAGRX vs. SCHG - Expense Ratio Comparison
PAGRX has a 1.21% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
PAGRX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permanent Portfolio Aggressive Growth Portfolio (PAGRX) 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
PAGRX vs. SCHG - Dividend Comparison
PAGRX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.00% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% | 0.49% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
PAGRX vs. SCHG - Drawdown Comparison
The maximum PAGRX drawdown since its inception was -79.19%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for PAGRX and SCHG. For additional features, visit the drawdowns tool.
Volatility
PAGRX vs. SCHG - Volatility Comparison
Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a higher volatility of 7.17% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.01%. This indicates that PAGRX'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.