SWKRX vs. SCHG
Compare and contrast key facts about Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWKRX 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: SWKRX or SCHG.
Correlation
The correlation between SWKRX and SCHG is 0.68, 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
SWKRX vs. SCHG - Performance Comparison
Key characteristics
SWKRX:
1.29
SCHG:
1.64
SWKRX:
1.83
SCHG:
2.19
SWKRX:
1.23
SCHG:
1.30
SWKRX:
0.65
SCHG:
2.37
SWKRX:
3.88
SCHG:
8.97
SWKRX:
2.14%
SCHG:
3.27%
SWKRX:
6.40%
SCHG:
17.97%
SWKRX:
-20.18%
SCHG:
-34.59%
SWKRX:
-4.31%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, SWKRX achieves a 2.49% return, which is significantly lower than SCHG's 3.73% return. Over the past 10 years, SWKRX has underperformed SCHG with an annualized return of 2.03%, while SCHG has yielded a comparatively higher 16.52% annualized return.
SWKRX
2.49%
1.58%
0.57%
7.65%
0.96%
2.03%
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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SWKRX vs. SCHG - Expense Ratio Comparison
SWKRX 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
SWKRX vs. SCHG — Risk-Adjusted Performance Rank
SWKRX
SCHG
SWKRX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) 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
SWKRX vs. SCHG - Dividend Comparison
SWKRX's dividend yield for the trailing twelve months is around 4.67%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWKRX Schwab Monthly Income Fund - Enhanced Payout | 4.67% | 4.77% | 4.74% | 2.99% | 2.83% | 2.00% | 2.68% | 2.43% | 2.72% | 2.23% | 2.42% | 2.50% |
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
SWKRX vs. SCHG - Drawdown Comparison
The maximum SWKRX drawdown since its inception was -20.18%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWKRX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SWKRX vs. SCHG - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) is 1.88%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.13%. This indicates that SWKRX 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.