PWC vs. SCHG
Compare and contrast key facts about Invesco Dynamic Market ETF (PWC) and Schwab U.S. Large-Cap Growth ETF (SCHG).
PWC and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PWC is a passively managed fund by Invesco that tracks the performance of the Dynamic Market Intellidex Index (AMEX). It was launched on May 1, 2003. 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 PWC 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: PWC or SCHG.
Correlation
The correlation between PWC and SCHG is 0.79, 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
PWC vs. SCHG - Performance Comparison
Key characteristics
Returns By Period
PWC
N/A
N/A
N/A
N/A
N/A
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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PWC vs. SCHG - Expense Ratio Comparison
PWC has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
PWC vs. SCHG — Risk-Adjusted Performance Rank
PWC
SCHG
PWC vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Market ETF (PWC) 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
PWC vs. SCHG - Dividend Comparison
PWC 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWC Invesco Dynamic Market ETF | 0.00% | 0.80% | 1.67% | 1.51% | 0.56% | 1.09% | 0.95% | 1.44% | 1.75% | 1.35% | 1.02% | 0.82% |
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
PWC vs. SCHG - Drawdown Comparison
Volatility
PWC vs. SCHG - Volatility Comparison
The current volatility for Invesco Dynamic Market ETF (PWC) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that PWC 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.