POGSX vs. SCHG
Compare and contrast key facts about Pin Oak Equity (POGSX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. 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
POGSX vs. SCHG - Performance Comparison
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POGSX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 8.02% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
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, POGSX achieves a 8.02% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, POGSX has underperformed SCHG with an annualized return of 13.32%, while SCHG has yielded a comparatively higher 16.95% annualized return.
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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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POGSX vs. SCHG - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
POGSX vs. SCHG — Risk / Return Rank
POGSX
SCHG
POGSX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pin Oak Equity (POGSX) 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.
| POGSX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 0.76 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.90 | 1.24 | +1.66 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.17 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.09 | +2.28 |
Martin ratioReturn relative to average drawdown | 13.83 | 3.71 | +10.12 |
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
| POGSX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.76 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.57 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.79 | -0.50 |
Correlation
The correlation between POGSX and SCHG is 0.89, 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
POGSX vs. SCHG - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.59%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
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
POGSX vs. SCHG - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.46%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for POGSX and SCHG.
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Drawdown Indicators
| POGSX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -34.59% | -54.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -16.41% | +5.45% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -34.59% | +4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.05% | -34.59% | +1.54% |
Current DrawdownCurrent decline from peak | -5.97% | -12.51% | +6.54% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -5.22% | -31.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 4.84% | -2.16% |
Volatility
POGSX vs. SCHG - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 4.50%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that POGSX 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
| POGSX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 6.77% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 12.54% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 22.45% | -2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 22.31% | -4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 21.51% | -2.94% |