RSVIX vs. SCHG
Compare and contrast key facts about RBC Small Cap Value Fund (RSVIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
RSVIX is managed by RBC Global Asset Management.. It was launched on Dec 3, 2014. 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: RSVIX or SCHG.
Key characteristics
| RSVIX | SCHG | |
|---|---|---|
| YTD Return | 5.22% | 22.49% |
| 1Y Return | 18.16% | 34.99% |
| 3Y Return (Ann) | 7.14% | 10.06% |
| 5Y Return (Ann) | 7.26% | 19.54% |
| Sharpe Ratio | 0.87 | 2.03 |
| Daily Std Dev | 20.17% | 17.30% |
| Max Drawdown | -46.59% | -34.59% |
| Current Drawdown | -3.56% | -4.06% |
Correlation
The correlation between RSVIX and SCHG is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RSVIX vs. SCHG - Performance Comparison
In the year-to-date period, RSVIX achieves a 5.22% return, which is significantly lower than SCHG's 22.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RSVIX vs. SCHG - Expense Ratio Comparison
RSVIX has a 0.85% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
RSVIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Small Cap Value Fund (RSVIX) 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
RSVIX vs. SCHG - Dividend Comparison
RSVIX's dividend yield for the trailing twelve months is around 1.23%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSVIX RBC Small Cap Value Fund | 1.23% | 1.29% | 5.32% | 1.44% | 0.97% | 1.23% | 3.62% | 2.72% | 2.17% | 2.42% | 0.29% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
RSVIX vs. SCHG - Drawdown Comparison
The maximum RSVIX drawdown since its inception was -46.59%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for RSVIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
RSVIX vs. SCHG - Volatility Comparison
RBC Small Cap Value Fund (RSVIX) has a higher volatility of 5.90% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.61%. This indicates that RSVIX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.