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 | 5.66% | 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 | -10.59% | 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 5.66% return, which is significantly higher than SCHG's -10.59% return. Over the past 10 years, POGSX has underperformed SCHG with an annualized return of 13.07%, while SCHG has yielded a comparatively higher 16.83% annualized return.
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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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 | 1.74 | 0.75 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.23 | +1.52 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.03 | +1.82 |
Martin ratioReturn relative to average drawdown | 11.79 | 3.54 | +8.25 |
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 | 1.74 | 0.75 | +0.99 |
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 | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.79 | -0.49 |
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 17.99%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 17.99% | 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 | -8.03% | -13.34% | +5.31% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -5.22% | -31.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 4.78% | -2.13% |
Volatility
POGSX vs. SCHG - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 3.76%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. 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 | 3.76% | 6.67% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 12.51% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 22.43% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 22.32% | -4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 21.51% | -2.95% |