Correlation
The correlation between TLCIX and SCHX is 0.92, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLCIX or SCHX.
Performance
TLCIX vs. SCHX - Performance Comparison
Loading data...
Key characteristics
TLCIX:
0.69
SCHX:
0.81
TLCIX:
1.07
SCHX:
1.13
TLCIX:
1.15
SCHX:
1.16
TLCIX:
0.75
SCHX:
0.75
TLCIX:
2.82
SCHX:
2.83
TLCIX:
3.85%
SCHX:
5.06%
TLCIX:
16.15%
SCHX:
19.83%
TLCIX:
-34.19%
SCHX:
-34.33%
TLCIX:
-5.15%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, TLCIX achieves a 0.46% return, which is significantly lower than SCHX's 0.81% return. Over the past 10 years, TLCIX has underperformed SCHX with an annualized return of 8.60%, while SCHX has yielded a comparatively higher 14.11% annualized return.
TLCIX
0.46%
2.26%
-5.15%
9.68%
8.95%
11.59%
8.60%
SCHX
0.81%
5.62%
-1.86%
15.05%
15.70%
16.65%
14.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TLCIX vs. SCHX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
TLCIX vs. SCHX — Risk-Adjusted Performance Rank
TLCIX
SCHX
TLCIX vs. SCHX - Risk-Adjusted Performance 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.
Loading data...
Dividends
TLCIX vs. SCHX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 3.75%, more than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 3.75% | 3.76% | 1.93% | 4.29% | 3.01% | 1.29% | 7.18% | 1.12% | 0.73% | 1.02% | 0.78% | 0.11% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
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.
Loading data...
Volatility
TLCIX vs. SCHX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 4.02%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 4.87%. 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.
Loading data...