Correlation
The correlation between TAGG and SCHG is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
TAGG vs. SCHG
Compare and contrast key facts about T. Rowe Price QM U.S. Bond ETF (TAGG) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TAGG and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TAGG is an actively managed fund by T. Rowe Price. It was launched on Sep 28, 2021. 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: TAGG or SCHG.
Performance
TAGG vs. SCHG - Performance Comparison
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Key characteristics
TAGG:
0.84
SCHG:
0.62
TAGG:
1.22
SCHG:
1.06
TAGG:
1.14
SCHG:
1.15
TAGG:
0.46
SCHG:
0.70
TAGG:
2.05
SCHG:
2.30
TAGG:
2.29%
SCHG:
7.11%
TAGG:
5.82%
SCHG:
25.42%
TAGG:
-17.25%
SCHG:
-34.59%
TAGG:
-5.02%
SCHG:
-5.06%
Returns By Period
In the year-to-date period, TAGG achieves a 1.84% return, which is significantly higher than SCHG's -0.87% return.
TAGG
1.84%
-0.97%
0.76%
4.85%
1.06%
N/A
N/A
SCHG
-0.87%
9.18%
-0.29%
15.59%
20.91%
18.47%
15.89%
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TAGG vs. SCHG - Expense Ratio Comparison
TAGG has a 0.08% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, 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
TAGG vs. SCHG — Risk-Adjusted Performance Rank
TAGG
SCHG
TAGG vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Bond ETF (TAGG) 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.
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Dividends
TAGG vs. SCHG - Dividend Comparison
TAGG's dividend yield for the trailing twelve months is around 3.87%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAGG T. Rowe Price QM U.S. Bond ETF | 3.87% | 4.36% | 3.48% | 3.68% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
TAGG vs. SCHG - Drawdown Comparison
The maximum TAGG drawdown since its inception was -17.25%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TAGG and SCHG.
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Volatility
TAGG vs. SCHG - Volatility Comparison
The current volatility for T. Rowe Price QM U.S. Bond ETF (TAGG) is 1.56%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.73%. This indicates that TAGG 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.
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