RYPRX vs. SCHG
Compare and contrast key facts about Royce Premier Fund (RYPRX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
RYPRX is managed by Royce Investment Partners. It was launched on Dec 31, 1991. 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: RYPRX or SCHG.
Correlation
The correlation between RYPRX 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
RYPRX vs. SCHG - Performance Comparison
Key characteristics
RYPRX:
-0.11
SCHG:
1.64
RYPRX:
-0.02
SCHG:
2.19
RYPRX:
1.00
SCHG:
1.30
RYPRX:
-0.04
SCHG:
2.37
RYPRX:
-0.29
SCHG:
8.97
RYPRX:
7.44%
SCHG:
3.27%
RYPRX:
19.51%
SCHG:
17.97%
RYPRX:
-66.19%
SCHG:
-34.59%
RYPRX:
-51.68%
SCHG:
-0.65%
Returns By Period
The year-to-date returns for both investments are quite close, with RYPRX having a 3.58% return and SCHG slightly higher at 3.73%. Over the past 10 years, RYPRX has underperformed SCHG with an annualized return of -5.44%, while SCHG has yielded a comparatively higher 16.52% annualized return.
RYPRX
3.58%
1.26%
-4.07%
-3.66%
-2.62%
-5.44%
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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RYPRX vs. SCHG - Expense Ratio Comparison
RYPRX has a 1.17% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
RYPRX vs. SCHG — Risk-Adjusted Performance Rank
RYPRX
SCHG
RYPRX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Premier Fund (RYPRX) 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
RYPRX vs. SCHG - Dividend Comparison
RYPRX's dividend yield for the trailing twelve months is around 0.01%, less than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYPRX Royce Premier Fund | 0.01% | 0.01% | 0.05% | 0.00% | 0.05% | 0.90% | 0.42% | 0.08% | 0.10% | 0.28% | 0.92% | 0.42% |
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
RYPRX vs. SCHG - Drawdown Comparison
The maximum RYPRX drawdown since its inception was -66.19%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for RYPRX and SCHG. For additional features, visit the drawdowns tool.
Volatility
RYPRX vs. SCHG - Volatility Comparison
The current volatility for Royce Premier Fund (RYPRX) is 3.93%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.13%. This indicates that RYPRX 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.