SFREX vs. SCHG
Compare and contrast key facts about Schwab Fundamental Global Real Estate Index Fund (SFREX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SFREX is managed by Charles Schwab. It was launched on Oct 21, 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: SFREX or SCHG.
Correlation
The correlation between SFREX and SCHG is 0.60, 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
SFREX vs. SCHG - Performance Comparison
Key characteristics
SFREX:
0.73
SCHG:
1.52
SFREX:
1.10
SCHG:
2.04
SFREX:
1.14
SCHG:
1.28
SFREX:
0.41
SCHG:
2.22
SFREX:
1.60
SCHG:
8.37
SFREX:
7.17%
SCHG:
3.28%
SFREX:
15.77%
SCHG:
18.10%
SFREX:
-41.98%
SCHG:
-34.59%
SFREX:
-16.01%
SCHG:
-3.75%
Returns By Period
In the year-to-date period, SFREX achieves a 1.86% return, which is significantly higher than SCHG's 0.50% return. Over the past 10 years, SFREX has underperformed SCHG with an annualized return of 2.01%, while SCHG has yielded a comparatively higher 16.12% annualized return.
SFREX
1.86%
2.53%
0.27%
9.96%
-2.13%
2.01%
SCHG
0.50%
-3.01%
9.81%
23.72%
18.13%
16.12%
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SFREX vs. SCHG - Expense Ratio Comparison
SFREX has a 0.39% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
SFREX vs. SCHG — Risk-Adjusted Performance Rank
SFREX
SCHG
SFREX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Global Real Estate Index Fund (SFREX) 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
SFREX vs. SCHG - Dividend Comparison
SFREX's dividend yield for the trailing twelve months is around 3.67%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFREX Schwab Fundamental Global Real Estate Index Fund | 3.67% | 3.74% | 3.55% | 2.89% | 2.92% | 3.30% | 3.87% | 4.24% | 3.29% | 4.21% | 2.73% | 1.10% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SFREX vs. SCHG - Drawdown Comparison
The maximum SFREX drawdown since its inception was -41.98%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SFREX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SFREX vs. SCHG - Volatility Comparison
The current volatility for Schwab Fundamental Global Real Estate Index Fund (SFREX) is 2.70%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.41%. This indicates that SFREX 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.