SCHG vs. FSPGX

In the year-to-date period, SCHG achieves a -6.76% return, which is significantly lower than FSPGX's -6.36% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SCHG has a 0.04% expense ratio, which is higher than FSPGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current SCHG Sharpe Ratio is 0.50, which is comparable to the FSPGX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of SCHG and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCHG's dividend yield for the trailing twelve months is around 0.44%, more than FSPGX's 0.40% yield.

The maximum SCHG drawdown since its inception was -34.59%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for SCHG and FSPGX. For additional features, visit the drawdowns tool.

Schwab U.S. Large-Cap Growth ETF (SCHG) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 8.21% and 8.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.