TLCIX vs. SCHX
Compare and contrast key facts about Touchstone Large Cap Fund (TLCIX) and Schwab U.S. Large-Cap ETF (SCHX).
TLCIX is managed by Touchstone. It was launched on Jul 9, 2014. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Performance
TLCIX vs. SCHX - Performance Comparison
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TLCIX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | -0.39% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, TLCIX achieves a -0.39% return, which is significantly higher than SCHX's -3.70% return. Over the past 10 years, TLCIX has underperformed SCHX with an annualized return of 10.51%, while SCHX has yielded a comparatively higher 14.02% annualized return.
TLCIX
- 1D
- 0.30%
- 1M
- -7.00%
- YTD
- -0.39%
- 6M
- -0.28%
- 1Y
- 5.35%
- 3Y*
- 11.39%
- 5Y*
- 6.83%
- 10Y*
- 10.51%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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TLCIX vs. SCHX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Return for Risk
TLCIX vs. SCHX — Risk / Return Rank
TLCIX
SCHX
TLCIX vs. SCHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
| TLCIX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.98 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.70 | 1.50 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.51 | -1.09 |
Martin ratioReturn relative to average drawdown | 1.68 | 7.02 | -5.34 |
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
| TLCIX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.98 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.66 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.80 | -0.24 |
Correlation
The correlation between TLCIX and SCHX is 0.90, 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
TLCIX vs. SCHX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 2.89%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 2.89% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Drawdowns
TLCIX vs. SCHX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -34.19%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for TLCIX and SCHX.
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Drawdown Indicators
| TLCIX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -34.33% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -12.19% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -25.41% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -34.33% | +0.14% |
Current DrawdownCurrent decline from peak | -7.55% | -5.67% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -4.00% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.62% | +0.28% |
Volatility
TLCIX vs. SCHX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 3.32%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 5.36%. This indicates that TLCIX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLCIX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 5.36% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 9.67% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 18.33% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 17.13% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 18.13% | -1.32% |