SWJRX vs. SCHG
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. 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: SWJRX or SCHG.
Correlation
The correlation between SWJRX and SCHG is 0.76, 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
SWJRX vs. SCHG - Performance Comparison
Key characteristics
SWJRX:
1.25
SCHG:
1.64
SWJRX:
1.77
SCHG:
2.19
SWJRX:
1.23
SCHG:
1.30
SWJRX:
0.62
SCHG:
2.37
SWJRX:
3.74
SCHG:
8.98
SWJRX:
2.17%
SCHG:
3.27%
SWJRX:
6.51%
SCHG:
17.91%
SWJRX:
-25.61%
SCHG:
-34.59%
SWJRX:
-4.35%
SCHG:
-1.27%
Returns By Period
The year-to-date returns for both investments are quite close, with SWJRX having a 2.97% return and SCHG slightly higher at 3.09%. Over the past 10 years, SWJRX has underperformed SCHG with an annualized return of 1.82%, while SCHG has yielded a comparatively higher 16.44% annualized return.
SWJRX
2.97%
1.32%
0.96%
8.00%
1.50%
1.82%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWJRX vs. SCHG - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than SCHG's 0.04% 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%.
Risk-Adjusted Performance
SWJRX vs. SCHG — Risk-Adjusted Performance Rank
SWJRX
SCHG
SWJRX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) 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
SWJRX vs. SCHG - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.84%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.84% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
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
SWJRX vs. SCHG - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWJRX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SWJRX vs. SCHG - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Moderate Payout (SWJRX) is 2.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that SWJRX 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.