Correlation
The correlation between PRGFX and SCHD is 0.85, 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.
PRGFX vs. SCHD
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and Schwab US Dividend Equity ETF (SCHD).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or SCHD.
Performance
PRGFX vs. SCHD - Performance Comparison
Loading data...
Key characteristics
PRGFX:
0.45
SCHD:
0.21
PRGFX:
0.76
SCHD:
0.24
PRGFX:
1.10
SCHD:
1.03
PRGFX:
0.46
SCHD:
0.09
PRGFX:
1.48
SCHD:
0.29
PRGFX:
6.97%
SCHD:
5.24%
PRGFX:
24.25%
SCHD:
16.46%
PRGFX:
-54.01%
SCHD:
-33.37%
PRGFX:
-7.09%
SCHD:
-10.71%
Returns By Period
In the year-to-date period, PRGFX achieves a -2.91% return, which is significantly higher than SCHD's -4.38% return. Over the past 10 years, PRGFX has outperformed SCHD with an annualized return of 12.43%, while SCHD has yielded a comparatively lower 10.46% annualized return.
PRGFX
-2.91%
6.38%
-2.03%
9.98%
19.37%
11.78%
12.43%
SCHD
-4.38%
0.86%
-10.65%
3.27%
4.44%
12.77%
10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRGFX vs. SCHD - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PRGFX vs. SCHD — Risk-Adjusted Performance Rank
PRGFX
SCHD
PRGFX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) and Schwab US Dividend Equity ETF (SCHD). 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.
Loading data...
Dividends
PRGFX vs. SCHD - Dividend Comparison
PRGFX's dividend yield for the trailing twelve months is around 6.83%, more than SCHD's 4.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 6.83% | 6.63% | 3.34% | 3.55% | 9.34% | 3.51% | 1.81% | 9.09% | 13.57% | 2.22% | 7.23% | 9.91% |
SCHD Schwab US Dividend Equity ETF | 4.02% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PRGFX vs. SCHD - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -54.01%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PRGFX and SCHD.
Loading data...
Volatility
PRGFX vs. SCHD - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) has a higher volatility of 5.23% compared to Schwab US Dividend Equity ETF (SCHD) at 4.60%. This indicates that PRGFX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...