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.
Performance
TRULX vs. SCHX - Performance Comparison
Loading graphics...
TRULX vs. SCHX - 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% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, TRULX achieves a -2.81% return, which is significantly higher than SCHX's -3.70% return. Over the past 10 years, TRULX has underperformed SCHX with an annualized return of 13.34%, while SCHX has yielded a comparatively higher 14.02% annualized return.
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%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRULX vs. SCHX - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Return for Risk
TRULX vs. SCHX — Risk / Return Rank
TRULX
SCHX
TRULX vs. SCHX - 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. 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.
| TRULX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.98 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.50 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.51 | +0.56 |
Martin ratioReturn relative to average drawdown | 9.70 | 7.02 | +2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRULX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.98 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.66 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.80 | +0.06 |
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.
Dividends
TRULX vs. SCHX - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 15.48%, more than SCHX's 1.16% 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% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
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.
Loading graphics...
Drawdown Indicators
| TRULX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.68% | -34.33% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.19% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -25.41% | +2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -34.33% | +0.65% |
Current DrawdownCurrent decline from peak | -6.20% | -5.67% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -4.00% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.62% | -0.22% |
Volatility
TRULX vs. SCHX - Volatility Comparison
The current volatility for T. Rowe Price US Large-Cap Core (TRULX) is 4.99%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 5.36%. 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.
Loading graphics...
Volatility by Period
| TRULX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 5.36% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 9.67% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.05% | 18.33% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 17.13% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 18.13% | -1.03% |