TAK vs. SCHG
Compare and contrast key facts about Takeda Pharmaceutical Company Limited (TAK) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: TAK or SCHG.
Correlation
The correlation between TAK and SCHG is 0.28, 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.
Performance
TAK vs. SCHG - Performance Comparison
Key characteristics
TAK:
-0.05
SCHG:
1.52
TAK:
0.06
SCHG:
2.04
TAK:
1.01
SCHG:
1.28
TAK:
-0.02
SCHG:
2.22
TAK:
-0.11
SCHG:
8.37
TAK:
7.39%
SCHG:
3.28%
TAK:
17.68%
SCHG:
18.10%
TAK:
-52.76%
SCHG:
-34.59%
TAK:
-36.94%
SCHG:
-3.75%
Returns By Period
In the year-to-date period, TAK achieves a 6.19% return, which is significantly higher than SCHG's 0.50% return. Over the past 10 years, TAK has underperformed SCHG with an annualized return of -1.15%, while SCHG has yielded a comparatively higher 16.12% annualized return.
TAK
6.19%
9.08%
-4.58%
0.39%
-1.55%
-1.15%
SCHG
0.50%
-3.01%
9.81%
23.72%
18.13%
16.12%
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Risk-Adjusted Performance
TAK vs. SCHG — Risk-Adjusted Performance Rank
TAK
SCHG
TAK vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Takeda Pharmaceutical Company Limited (TAK) 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
TAK vs. SCHG - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 4.51%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 4.51% | 4.78% | 4.41% | 3.69% | 5.80% | 3.84% | 4.94% | 8.33% | 5.14% | 6.91% | 5.34% | 5.03% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
TAK vs. SCHG - Drawdown Comparison
The maximum TAK drawdown since its inception was -52.76%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TAK and SCHG. For additional features, visit the drawdowns tool.
Volatility
TAK vs. SCHG - Volatility Comparison
Takeda Pharmaceutical Company Limited (TAK) has a higher volatility of 6.80% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.41%. This indicates that TAK'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.