SWLRX vs. SCHG
Compare and contrast key facts about Schwab Monthly Income Fund - Maximum Payout (SWLRX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWLRX 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: SWLRX or SCHG.
Correlation
The correlation between SWLRX and SCHG is 0.48, 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
SWLRX vs. SCHG - Performance Comparison
Key characteristics
SWLRX:
1.24
SCHG:
0.55
SWLRX:
1.74
SCHG:
0.92
SWLRX:
1.24
SCHG:
1.13
SWLRX:
0.72
SCHG:
0.58
SWLRX:
4.18
SCHG:
2.06
SWLRX:
1.78%
SCHG:
6.62%
SWLRX:
6.05%
SCHG:
25.04%
SWLRX:
-18.73%
SCHG:
-34.59%
SWLRX:
-3.16%
SCHG:
-13.04%
Returns By Period
In the year-to-date period, SWLRX achieves a 2.07% return, which is significantly higher than SCHG's -9.20% return. Over the past 10 years, SWLRX has underperformed SCHG with an annualized return of 1.65%, while SCHG has yielded a comparatively higher 15.12% annualized return.
SWLRX
2.07%
-1.28%
0.53%
7.82%
1.22%
1.65%
SCHG
-9.20%
1.04%
-4.69%
12.11%
18.62%
15.12%
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SWLRX vs. SCHG - Expense Ratio Comparison
SWLRX 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
SWLRX vs. SCHG — Risk-Adjusted Performance Rank
SWLRX
SCHG
SWLRX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Maximum Payout (SWLRX) 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
SWLRX vs. SCHG - Dividend Comparison
SWLRX's dividend yield for the trailing twelve months is around 4.94%, more than SCHG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLRX Schwab Monthly Income Fund - Maximum Payout | 4.94% | 4.97% | 4.11% | 2.46% | 2.46% | 2.06% | 2.70% | 2.52% | 2.47% | 2.23% | 2.29% | 2.38% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SWLRX vs. SCHG - Drawdown Comparison
The maximum SWLRX drawdown since its inception was -18.73%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWLRX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SWLRX vs. SCHG - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Maximum Payout (SWLRX) is 3.60%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 16.60%. This indicates that SWLRX 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.