TNWCX vs. SCHG
Compare and contrast key facts about TIAA-CREF Social Choice Low Carbon Equity Fund (TNWCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TNWCX is managed by TIAA Investments. It was launched on Aug 7, 2015. 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: TNWCX or SCHG.
Correlation
The correlation between TNWCX and SCHG is 0.89, 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
TNWCX vs. SCHG - Performance Comparison
Key characteristics
TNWCX:
0.44
SCHG:
1.52
TNWCX:
0.62
SCHG:
2.04
TNWCX:
1.13
SCHG:
1.28
TNWCX:
0.53
SCHG:
2.22
TNWCX:
1.29
SCHG:
8.37
TNWCX:
5.83%
SCHG:
3.28%
TNWCX:
16.95%
SCHG:
18.10%
TNWCX:
-34.42%
SCHG:
-34.59%
TNWCX:
-14.16%
SCHG:
-3.75%
Returns By Period
TNWCX
0.00%
0.00%
-6.25%
2.96%
8.68%
N/A
SCHG
0.50%
-3.01%
9.81%
23.72%
18.13%
16.12%
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TNWCX vs. SCHG - Expense Ratio Comparison
TNWCX has a 0.31% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
TNWCX vs. SCHG — Risk-Adjusted Performance Rank
TNWCX
SCHG
TNWCX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Social Choice Low Carbon Equity Fund (TNWCX) 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
TNWCX vs. SCHG - Dividend Comparison
TNWCX's dividend yield for the trailing twelve months is around 1.27%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund | 1.27% | 1.27% | 1.29% | 1.25% | 0.82% | 0.89% | 1.76% | 1.68% | 1.38% | 2.24% | 0.54% | 0.00% |
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
TNWCX vs. SCHG - Drawdown Comparison
The maximum TNWCX drawdown since its inception was -34.42%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TNWCX and SCHG. For additional features, visit the drawdowns tool.
Volatility
TNWCX vs. SCHG - Volatility Comparison
The current volatility for TIAA-CREF Social Choice Low Carbon Equity Fund (TNWCX) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.41%. This indicates that TNWCX 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.