PLAT vs. SCHG
Compare and contrast key facts about WisdomTree Growth Leaders Fund (PLAT) and Schwab U.S. Large-Cap Growth ETF (SCHG).
PLAT and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLAT is a passively managed fund by WisdomTree that tracks the performance of the Wisdomtree Growth Leaders Index. It was launched on May 22, 2019. 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. Both PLAT and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLAT or SCHG.
Correlation
The correlation between PLAT and SCHG is 0.80, 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
PLAT vs. SCHG - Performance Comparison
Key characteristics
Returns By Period
PLAT
N/A
N/A
N/A
N/A
N/A
N/A
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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PLAT vs. SCHG - Expense Ratio Comparison
PLAT has a 0.20% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PLAT vs. SCHG — Risk-Adjusted Performance Rank
PLAT
SCHG
PLAT vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Growth Leaders Fund (PLAT) 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
PLAT vs. SCHG - Dividend Comparison
PLAT 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLAT WisdomTree Growth Leaders Fund | 0.00% | 0.00% | 0.00% | 0.16% | 0.03% | 0.11% | 0.29% | 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
PLAT vs. SCHG - Drawdown Comparison
Volatility
PLAT vs. SCHG - Volatility Comparison
The current volatility for WisdomTree Growth Leaders Fund (PLAT) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that PLAT 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.