TRBCX vs. SCHG
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. 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: TRBCX or SCHG.
Correlation
The correlation between TRBCX 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
TRBCX vs. SCHG - Performance Comparison
Key characteristics
TRBCX:
2.23
SCHG:
2.21
TRBCX:
2.90
SCHG:
2.85
TRBCX:
1.41
SCHG:
1.40
TRBCX:
2.58
SCHG:
3.11
TRBCX:
11.89
SCHG:
12.24
TRBCX:
3.30%
SCHG:
3.14%
TRBCX:
17.66%
SCHG:
17.47%
TRBCX:
-54.56%
SCHG:
-34.59%
TRBCX:
-1.78%
SCHG:
-1.82%
Returns By Period
The year-to-date returns for both stocks are quite close, with TRBCX having a 39.10% return and SCHG slightly lower at 38.35%. Over the past 10 years, TRBCX has underperformed SCHG with an annualized return of 15.11%, while SCHG has yielded a comparatively higher 16.84% annualized return.
TRBCX
39.10%
3.60%
12.85%
39.42%
15.17%
15.11%
SCHG
38.35%
4.05%
15.16%
38.34%
20.45%
16.84%
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TRBCX vs. SCHG - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
TRBCX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) 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
TRBCX vs. SCHG - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 8.85%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.85% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
TRBCX vs. SCHG - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for TRBCX and SCHG. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. SCHG - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 4.91% and 5.13%, 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.