TBLMX vs. SCHG
Compare and contrast key facts about T. Rowe Price Retirement Blend 2055 Fund (TBLMX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TBLMX is managed by T. Rowe Price. It was launched on Jul 25, 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: TBLMX or SCHG.
Correlation
The correlation between TBLMX and SCHG is 0.87, 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
TBLMX vs. SCHG - Performance Comparison
Key characteristics
TBLMX:
1.70
SCHG:
1.73
TBLMX:
2.32
SCHG:
2.30
TBLMX:
1.31
SCHG:
1.31
TBLMX:
2.56
SCHG:
2.52
TBLMX:
9.42
SCHG:
9.50
TBLMX:
2.10%
SCHG:
3.27%
TBLMX:
11.60%
SCHG:
17.95%
TBLMX:
-27.30%
SCHG:
-34.59%
TBLMX:
0.00%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, TBLMX achieves a 5.47% return, which is significantly higher than SCHG's 3.84% return.
TBLMX
5.47%
4.14%
7.73%
17.41%
N/A
N/A
SCHG
3.84%
2.70%
14.84%
29.28%
18.57%
16.65%
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TBLMX vs. SCHG - Expense Ratio Comparison
TBLMX has a 0.26% 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
TBLMX vs. SCHG — Risk-Adjusted Performance Rank
TBLMX
SCHG
TBLMX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2055 Fund (TBLMX) 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
TBLMX vs. SCHG - Dividend Comparison
TBLMX's dividend yield for the trailing twelve months is around 1.59%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLMX T. Rowe Price Retirement Blend 2055 Fund | 1.59% | 1.68% | 1.70% | 1.67% | 1.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
TBLMX vs. SCHG - Drawdown Comparison
The maximum TBLMX drawdown since its inception was -27.30%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TBLMX and SCHG. For additional features, visit the drawdowns tool.
Volatility
TBLMX vs. SCHG - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2055 Fund (TBLMX) is 2.85%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.24%. This indicates that TBLMX 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.