SNXFX vs. DGRO
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and iShares Core Dividend Growth ETF (DGRO).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both SNXFX and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNXFX or DGRO.
Performance
SNXFX vs. DGRO - Performance Comparison
Returns By Period
In the year-to-date period, SNXFX achieves a 25.31% return, which is significantly higher than DGRO's 19.06% return. Over the past 10 years, SNXFX has outperformed DGRO with an annualized return of 12.77%, while DGRO has yielded a comparatively lower 11.72% annualized return.
SNXFX
25.31%
1.38%
12.07%
32.41%
15.22%
12.77%
DGRO
19.06%
-1.39%
9.13%
26.29%
11.80%
11.72%
Key characteristics
| SNXFX | DGRO | |
|---|---|---|
| Sharpe Ratio | 2.67 | 2.80 |
| Sortino Ratio | 3.56 | 3.95 |
| Omega Ratio | 1.49 | 1.51 |
| Calmar Ratio | 3.90 | 5.27 |
| Martin Ratio | 17.23 | 18.41 |
| Ulcer Index | 1.94% | 1.45% |
| Daily Std Dev | 12.53% | 9.56% |
| Max Drawdown | -55.08% | -35.10% |
| Current Drawdown | -1.40% | -1.85% |
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SNXFX vs. DGRO - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between SNXFX and DGRO is 0.91, 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.
Risk-Adjusted Performance
SNXFX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and iShares Core Dividend Growth ETF (DGRO). 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
SNXFX vs. DGRO - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.13%, less than DGRO's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.13% | 1.41% | 1.61% | 1.19% | 1.71% | 1.81% | 2.29% | 1.75% | 1.81% | 1.93% | 1.64% | 1.54% |
DGRO iShares Core Dividend Growth ETF | 2.19% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
SNXFX vs. DGRO - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SNXFX and DGRO. For additional features, visit the drawdowns tool.
Volatility
SNXFX vs. DGRO - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) has a higher volatility of 4.18% compared to iShares Core Dividend Growth ETF (DGRO) at 3.22%. This indicates that SNXFX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.