USAWX vs. SCHG
Compare and contrast key facts about USAA Sustainable World Fund (USAWX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
USAWX is managed by Victory Capital. It was launched on Sep 30, 1992. 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: USAWX or SCHG.
Correlation
The correlation between USAWX and SCHG is 0.86, 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
USAWX vs. SCHG - Performance Comparison
Key characteristics
USAWX:
0.99
SCHG:
1.64
USAWX:
1.35
SCHG:
2.19
USAWX:
1.19
SCHG:
1.30
USAWX:
0.69
SCHG:
2.37
USAWX:
3.97
SCHG:
8.98
USAWX:
3.32%
SCHG:
3.27%
USAWX:
13.27%
SCHG:
17.91%
USAWX:
-55.67%
SCHG:
-34.59%
USAWX:
-8.10%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, USAWX achieves a 4.16% return, which is significantly higher than SCHG's 3.09% return. Over the past 10 years, USAWX has underperformed SCHG with an annualized return of 1.76%, while SCHG has yielded a comparatively higher 16.44% annualized return.
USAWX
4.16%
1.08%
1.42%
13.72%
4.72%
1.76%
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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USAWX vs. SCHG - Expense Ratio Comparison
USAWX has a 1.05% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
USAWX vs. SCHG — Risk-Adjusted Performance Rank
USAWX
SCHG
USAWX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Sustainable World Fund (USAWX) 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
USAWX vs. SCHG - Dividend Comparison
USAWX's dividend yield for the trailing twelve months is around 1.75%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAWX USAA Sustainable World Fund | 1.75% | 1.82% | 1.03% | 0.40% | 0.98% | 0.66% | 1.25% | 1.01% | 0.72% | 0.75% | 0.73% | 1.02% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
USAWX vs. SCHG - Drawdown Comparison
The maximum USAWX drawdown since its inception was -55.67%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for USAWX and SCHG. For additional features, visit the drawdowns tool.
Volatility
USAWX vs. SCHG - Volatility Comparison
The current volatility for USAA Sustainable World Fund (USAWX) is 3.21%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that USAWX 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.