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 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: POGSX or SCHG.
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.
Performance
POGSX vs. SCHG - Performance Comparison
Key characteristics
POGSX:
0.19
SCHG:
1.63
POGSX:
0.34
SCHG:
2.18
POGSX:
1.08
SCHG:
1.29
POGSX:
0.19
SCHG:
2.36
POGSX:
0.67
SCHG:
8.91
POGSX:
5.82%
SCHG:
3.27%
POGSX:
20.11%
SCHG:
17.93%
POGSX:
-89.47%
SCHG:
-34.59%
POGSX:
-15.03%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, POGSX achieves a 7.65% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, POGSX has underperformed SCHG with an annualized return of 5.77%, while SCHG has yielded a comparatively higher 16.51% annualized return.
POGSX
7.65%
4.18%
-5.59%
4.85%
2.51%
5.77%
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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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.
Risk-Adjusted Performance
POGSX vs. SCHG — Risk-Adjusted Performance Rank
POGSX
SCHG
POGSX vs. SCHG - Risk-Adjusted Performance 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.
Dividends
POGSX vs. SCHG - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 0.34%, less than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 0.34% | 0.37% | 0.40% | 0.15% | 0.10% | 0.77% | 1.22% | 1.03% | 0.57% | 0.62% | 0.80% | 1.07% |
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
POGSX vs. SCHG - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.47%, 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. For additional features, visit the drawdowns tool.
Volatility
POGSX vs. SCHG - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 2.53%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. 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.