SWLSX vs. SCHG
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. 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: SWLSX or SCHG.
Correlation
The correlation between SWLSX and SCHG is 0.98, 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
SWLSX vs. SCHG - Performance Comparison
Key characteristics
SWLSX:
1.49
SCHG:
1.77
SWLSX:
2.02
SCHG:
2.35
SWLSX:
1.27
SCHG:
1.32
SWLSX:
2.14
SCHG:
2.62
SWLSX:
8.15
SCHG:
9.95
SWLSX:
3.18%
SCHG:
3.26%
SWLSX:
17.44%
SCHG:
18.28%
SWLSX:
-49.89%
SCHG:
-34.59%
SWLSX:
-2.37%
SCHG:
-2.16%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWLSX having a 2.23% return and SCHG slightly lower at 2.15%. Over the past 10 years, SWLSX has underperformed SCHG with an annualized return of 8.52%, while SCHG has yielded a comparatively higher 17.10% annualized return.
SWLSX
2.23%
1.41%
11.53%
25.16%
14.55%
8.52%
SCHG
2.15%
1.17%
14.28%
31.34%
19.69%
17.10%
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SWLSX vs. SCHG - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
SWLSX vs. SCHG — Risk-Adjusted Performance Rank
SWLSX
SCHG
SWLSX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) 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
SWLSX vs. SCHG - Dividend Comparison
SWLSX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.00% | 0.00% | 0.04% | 0.02% | 0.00% | 0.00% | 0.16% | 0.50% | 0.40% | 1.11% | 1.32% | 0.53% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
SWLSX vs. SCHG - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SWLSX and SCHG. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. SCHG - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 6.28% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.