TRULX vs. SCHB
Compare and contrast key facts about T. Rowe Price US Large-Cap Core (TRULX) and Schwab U.S. Broad Market ETF (SCHB).
TRULX is an actively managed fund by T. Rowe Price. It was launched on Jun 26, 2009. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
TRULX vs. SCHB - Performance Comparison
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TRULX vs. SCHB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | -2.81% | 21.53% | 22.97% | 22.61% | -15.14% | 25.57% | 15.57% | 29.51% | -3.38% | 19.85% |
SCHB Schwab U.S. Broad Market ETF | -3.28% | 16.94% | 23.93% | 26.16% | -19.46% | 25.84% | 20.76% | 30.79% | -5.43% | 21.20% |
Returns By Period
In the year-to-date period, TRULX achieves a -2.81% return, which is significantly higher than SCHB's -3.28% return. Both investments have delivered pretty close results over the past 10 years, with TRULX having a 13.34% annualized return and SCHB not far ahead at 13.66%.
TRULX
- 1D
- 2.59%
- 1M
- -5.46%
- YTD
- -2.81%
- 6M
- 6.28%
- 1Y
- 21.85%
- 3Y*
- 19.60%
- 5Y*
- 12.23%
- 10Y*
- 13.34%
SCHB
- 1D
- 0.80%
- 1M
- -4.34%
- YTD
- -3.28%
- 6M
- -1.36%
- 1Y
- 18.46%
- 3Y*
- 18.16%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
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TRULX vs. SCHB - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Return for Risk
TRULX vs. SCHB — Risk / Return Rank
TRULX
SCHB
TRULX vs. SCHB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price US Large-Cap Core (TRULX) and Schwab U.S. Broad Market ETF (SCHB). 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.
| TRULX | SCHB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.01 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.53 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.55 | +0.53 |
Martin ratioReturn relative to average drawdown | 9.70 | 7.26 | +2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRULX | SCHB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.01 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.62 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.78 | +0.08 |
Correlation
The correlation between TRULX and SCHB is 0.96, 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.
Dividends
TRULX vs. SCHB - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 15.48%, more than SCHB's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | 15.48% | 15.04% | 6.66% | 0.45% | 4.27% | 7.28% | 0.85% | 3.55% | 7.89% | 2.10% | 0.94% | 5.23% |
SCHB Schwab U.S. Broad Market ETF | 1.17% | 1.11% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.00% | 1.65% | 1.86% | 2.00% |
Drawdowns
TRULX vs. SCHB - Drawdown Comparison
The maximum TRULX drawdown since its inception was -33.68%, roughly equal to the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for TRULX and SCHB.
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Drawdown Indicators
| TRULX | SCHB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.68% | -35.27% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.22% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -25.41% | +2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -35.27% | +1.59% |
Current DrawdownCurrent decline from peak | -6.20% | -5.51% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -4.15% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.60% | -0.20% |
Volatility
TRULX vs. SCHB - Volatility Comparison
The current volatility for T. Rowe Price US Large-Cap Core (TRULX) is 4.99%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 5.51%. This indicates that TRULX experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRULX | SCHB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 5.51% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 9.78% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.05% | 18.34% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 17.25% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 18.30% | -1.20% |