TADAX vs. SCHG
Compare and contrast key facts about Transamerica US Growth (TADAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TADAX is managed by Transamerica. It was launched on Nov 13, 2009. 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 Index. It was launched on Dec 11, 2009.
Performance
TADAX vs. SCHG - Performance Comparison
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TADAX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | -9.68% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 28.71% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
The year-to-date returns for both stocks are quite close, with TADAX having a -9.68% return and SCHG slightly lower at -9.73%. Over the past 10 years, TADAX has underperformed SCHG with an annualized return of 14.68%, while SCHG has yielded a comparatively higher 16.95% annualized return.
TADAX
- 1D
- 4.00%
- 1M
- -5.63%
- YTD
- -9.68%
- 6M
- -8.75%
- 1Y
- 17.64%
- 3Y*
- 19.04%
- 5Y*
- 9.12%
- 10Y*
- 14.68%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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TADAX vs. SCHG - Expense Ratio Comparison
TADAX has a 1.02% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
TADAX vs. SCHG — Risk / Return Rank
TADAX
SCHG
TADAX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) 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.
| TADAX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.76 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.24 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.09 | +0.04 |
Martin ratioReturn relative to average drawdown | 3.94 | 3.71 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TADAX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.76 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.57 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.79 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.79 | -0.15 |
Correlation
The correlation between TADAX 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.
Dividends
TADAX vs. SCHG - Dividend Comparison
TADAX's dividend yield for the trailing twelve months is around 5.08%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 5.08% | 4.59% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
TADAX vs. SCHG - Drawdown Comparison
The maximum TADAX drawdown since its inception was -39.29%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TADAX and SCHG.
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Drawdown Indicators
| TADAX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.29% | -34.59% | -4.70% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -16.41% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -39.29% | -34.59% | -4.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -34.59% | -4.70% |
Current DrawdownCurrent decline from peak | -13.14% | -12.51% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -5.22% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 4.84% | -0.11% |
Volatility
TADAX vs. SCHG - Volatility Comparison
Transamerica US Growth (TADAX) has a higher volatility of 7.24% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that TADAX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TADAX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 6.77% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 12.54% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 22.45% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.11% | 22.31% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 21.51% | +0.38% |