VCBCX vs. SWLGX
Compare and contrast key facts about VALIC Company I Blue Chip Growth Fund (VCBCX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
VCBCX is managed by VALIC. It was launched on Nov 1, 2000. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
VCBCX vs. SWLGX - Performance Comparison
Loading graphics...
VCBCX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCBCX VALIC Company I Blue Chip Growth Fund | -13.29% | 7.70% | 34.71% | 44.42% | -38.26% | 16.36% | 35.27% | 29.63% | -3.72% | -0.80% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both investments are quite close, with VCBCX having a -13.29% return and SWLGX slightly higher at -13.06%.
VCBCX
- 1D
- -0.43%
- 1M
- -8.54%
- YTD
- -13.29%
- 6M
- -12.39%
- 1Y
- 13.66%
- 3Y*
- 16.10%
- 5Y*
- 5.41%
- 10Y*
- 12.26%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VCBCX vs. SWLGX - Expense Ratio Comparison
VCBCX has a 0.76% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
VCBCX vs. SWLGX — Risk / Return Rank
VCBCX
SWLGX
VCBCX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Blue Chip Growth Fund (VCBCX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| VCBCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.66 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.10 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.72 | -0.21 |
Martin ratioReturn relative to average drawdown | 1.74 | 2.51 | -0.77 |
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
| VCBCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.56 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.68 | -0.39 |
Correlation
The correlation between VCBCX and SWLGX 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
VCBCX vs. SWLGX - Dividend Comparison
VCBCX's dividend yield for the trailing twelve months is around 16.88%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCBCX VALIC Company I Blue Chip Growth Fund | 16.88% | 0.00% | 10.23% | 16.65% | 25.75% | 8.99% | 8.63% | 11.48% | 0.07% | 8.44% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% |
Drawdowns
VCBCX vs. SWLGX - Drawdown Comparison
The maximum VCBCX drawdown since its inception was -55.01%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for VCBCX and SWLGX.
Loading graphics...
Drawdown Indicators
| VCBCX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -32.69% | -22.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -16.16% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | -32.69% | -10.62% |
Max Drawdown (10Y)Largest decline over 10 years | -43.31% | — | — |
Current DrawdownCurrent decline from peak | -15.94% | -16.16% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -13.55% | -7.13% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 4.62% | -0.02% |
Volatility
VCBCX vs. SWLGX - Volatility Comparison
The current volatility for VALIC Company I Blue Chip Growth Fund (VCBCX) is 4.90%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that VCBCX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VCBCX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.38% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 11.82% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.48% | 22.31% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.87% | 21.47% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.72% | 22.78% | -0.06% |