RGGYX vs. SCHG
Compare and contrast key facts about Victory RS Global Fund (RGGYX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
RGGYX is managed by Victory. It was launched on May 15, 2011. 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
RGGYX vs. SCHG - Performance Comparison
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RGGYX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | -1.21% | 17.14% | 19.94% | 26.95% | -18.80% | 22.77% | 17.27% | 30.69% | -5.14% | 24.78% |
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, RGGYX achieves a -1.21% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, RGGYX has underperformed SCHG with an annualized return of 12.71%, while SCHG has yielded a comparatively higher 16.95% annualized return.
RGGYX
- 1D
- 3.08%
- 1M
- -5.16%
- YTD
- -1.21%
- 6M
- 2.11%
- 1Y
- 21.07%
- 3Y*
- 17.51%
- 5Y*
- 10.69%
- 10Y*
- 12.71%
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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RGGYX vs. SCHG - Expense Ratio Comparison
RGGYX has a 0.60% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
RGGYX vs. SCHG — Risk / Return Rank
RGGYX
SCHG
RGGYX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) 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.
| RGGYX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.76 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.24 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.09 | +0.75 |
Martin ratioReturn relative to average drawdown | 8.84 | 3.71 | +5.13 |
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
| RGGYX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.76 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.57 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.79 | +0.01 |
Correlation
The correlation between RGGYX 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
RGGYX vs. SCHG - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 1.04%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | 1.04% | 1.03% | 1.16% | 1.09% | 1.29% | 3.42% | 0.82% | 1.38% | 4.84% | 8.60% | 10.38% | 3.86% |
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
RGGYX vs. SCHG - Drawdown Comparison
The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for RGGYX and SCHG.
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Drawdown Indicators
| RGGYX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -34.59% | +2.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -16.41% | +4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -26.78% | -34.59% | +7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -34.59% | +2.79% |
Current DrawdownCurrent decline from peak | -6.22% | -12.51% | +6.29% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -5.22% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 4.84% | -2.41% |
Volatility
RGGYX vs. SCHG - Volatility Comparison
The current volatility for Victory RS Global Fund (RGGYX) is 6.01%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that RGGYX 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
| RGGYX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 6.77% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.54% | -2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 22.45% | -5.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 22.31% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 21.51% | -4.77% |