Correlation
The correlation between TRULX and SCHX 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.
TRULX vs. SCHX
Compare and contrast key facts about T. Rowe Price US Large-Cap Core (TRULX) and Schwab U.S. Large-Cap ETF (SCHX).
TRULX is an actively managed fund by T. Rowe Price. It was launched on Jun 26, 2009. 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: TRULX or SCHX.
Performance
TRULX vs. SCHX - Performance Comparison
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Key characteristics
TRULX:
0.10
SCHX:
0.77
TRULX:
0.22
SCHX:
1.14
TRULX:
1.03
SCHX:
1.17
TRULX:
0.06
SCHX:
0.76
TRULX:
0.16
SCHX:
2.86
TRULX:
7.73%
SCHX:
5.06%
TRULX:
19.43%
SCHX:
19.84%
TRULX:
-33.68%
SCHX:
-34.33%
TRULX:
-8.61%
SCHX:
-3.59%
Returns By Period
In the year-to-date period, TRULX achieves a 1.17% return, which is significantly higher than SCHX's 0.99% return. Over the past 10 years, TRULX has underperformed SCHX with an annualized return of 8.50%, while SCHX has yielded a comparatively higher 14.12% annualized return.
TRULX
1.17%
5.68%
-7.56%
1.90%
10.38%
11.19%
8.50%
SCHX
0.99%
6.53%
-1.24%
15.26%
15.50%
16.69%
14.12%
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TRULX vs. SCHX - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
TRULX vs. SCHX — Risk-Adjusted Performance Rank
TRULX
SCHX
TRULX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price US Large-Cap Core (TRULX) 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.
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Dividends
TRULX vs. SCHX - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 6.58%, more than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | 6.58% | 6.66% | 0.45% | 4.27% | 7.28% | 0.85% | 3.55% | 7.89% | 2.98% | 0.94% | 5.23% | 10.75% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
TRULX vs. SCHX - Drawdown Comparison
The maximum TRULX drawdown since its inception was -33.68%, roughly equal to the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for TRULX and SCHX.
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Volatility
TRULX vs. SCHX - Volatility Comparison
The current volatility for T. Rowe Price US Large-Cap Core (TRULX) is 4.50%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 4.86%. This indicates that TRULX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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