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.
Correlation
The correlation between TLCIX and SCHX is 0.91, 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
TLCIX vs. SCHX - Performance Comparison
Key characteristics
TLCIX:
1.52
SCHX:
2.04
TLCIX:
2.11
SCHX:
2.71
TLCIX:
1.27
SCHX:
1.37
TLCIX:
1.73
SCHX:
3.07
TLCIX:
5.14
SCHX:
12.57
TLCIX:
3.16%
SCHX:
2.09%
TLCIX:
10.74%
SCHX:
12.91%
TLCIX:
-35.02%
SCHX:
-34.33%
TLCIX:
-3.66%
SCHX:
0.00%
Returns By Period
In the year-to-date period, TLCIX achieves a 4.79% return, which is significantly higher than SCHX's 4.40% return. Over the past 10 years, TLCIX has underperformed SCHX with an annualized return of 7.40%, while SCHX has yielded a comparatively higher 15.76% annualized return.
TLCIX
4.79%
3.78%
6.16%
14.64%
7.83%
7.40%
SCHX
4.40%
3.11%
11.55%
24.17%
16.13%
15.76%
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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.
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.
Dividends
TLCIX vs. SCHX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 0.91%, less than SCHX's 2.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 0.91% | 0.95% | 1.54% | 0.65% | 0.91% | 1.29% | 1.14% | 1.12% | 0.73% | 1.02% | 0.78% | 0.11% |
SCHX Schwab U.S. Large-Cap ETF | 2.30% | 2.40% | 2.07% | 4.24% | 1.94% | 2.71% | 1.82% | 3.35% | 3.40% | 2.83% | 4.18% | 4.35% |
Drawdowns
TLCIX vs. SCHX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -35.02%, 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. For additional features, visit the drawdowns tool.
Volatility
TLCIX vs. SCHX - Volatility Comparison
Touchstone Large Cap Fund (TLCIX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 3.10% and 3.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.