TOPT vs. SCHG
Compare and contrast key facts about iShares Top 20 U.S. Stocks ETF (TOPT) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TOPT and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TOPT is a passively managed fund by iShares that tracks the performance of the S&P 500 Top 20 Select Index. It was launched on Nov 23, 2024. 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. Both TOPT and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TOPT or SCHG.
Correlation
The correlation between TOPT and SCHG is 0.97, 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
TOPT vs. SCHG - Performance Comparison
Key characteristics
TOPT:
22.88%
SCHG:
21.27%
TOPT:
-20.29%
SCHG:
-34.59%
TOPT:
-20.29%
SCHG:
-22.36%
Returns By Period
In the year-to-date period, TOPT achieves a -17.41% return, which is significantly higher than SCHG's -18.93% return.
TOPT
-17.41%
-14.66%
N/A
N/A
N/A
N/A
SCHG
-18.93%
-15.76%
-13.06%
-0.40%
19.50%
13.75%
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TOPT vs. SCHG - Expense Ratio Comparison
TOPT has a 0.20% 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
TOPT vs. SCHG — Risk-Adjusted Performance Rank
TOPT
SCHG
TOPT vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) 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.
Not enough dataDividends
TOPT vs. SCHG - Dividend Comparison
TOPT's dividend yield for the trailing twelve months is around 0.21%, less than SCHG's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TOPT iShares Top 20 U.S. Stocks ETF | 0.21% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.50% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
TOPT vs. SCHG - Drawdown Comparison
The maximum TOPT drawdown since its inception was -20.29%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TOPT and SCHG. For additional features, visit the drawdowns tool.
Volatility
TOPT vs. SCHG - Volatility Comparison
The current volatility for iShares Top 20 U.S. Stocks ETF (TOPT) is 10.34%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 11.13%. This indicates that TOPT 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.