SCHG vs. FSPGX
Compare and contrast key facts about Schwab U.S. Large-Cap Growth ETF (SCHG) and Fidelity Large Cap Growth Index Fund (FSPGX).
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. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHG or FSPGX.
Key characteristics
| SCHG | FSPGX | |
|---|---|---|
| YTD Return | 10.35% | 9.53% |
| 1Y Return | 41.83% | 38.01% |
| 3Y Return (Ann) | 10.74% | 10.13% |
| 5Y Return (Ann) | 17.78% | 17.01% |
| Sharpe Ratio | 2.59 | 2.45 |
| Daily Std Dev | 15.89% | 15.20% |
| Max Drawdown | -34.59% | -32.66% |
| Current Drawdown | -2.00% | -2.27% |
Correlation
The correlation between SCHG and FSPGX is 0.99, 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
SCHG vs. FSPGX - Performance Comparison
In the year-to-date period, SCHG achieves a 10.35% return, which is significantly higher than FSPGX's 9.53% 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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SCHG vs. FSPGX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
SCHG vs. FSPGX - Risk-Adjusted Performance Comparison
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.
Dividends
SCHG vs. FSPGX - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.44%, less than FSPGX's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 0.82% | 1.22% | 1.09% | 1.07% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.67% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHG vs. FSPGX - Drawdown Comparison
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.
Volatility
SCHG vs. FSPGX - Volatility Comparison
Schwab U.S. Large-Cap Growth ETF (SCHG) has a higher volatility of 5.88% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.54%. This indicates that SCHG's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.