VEQT.TO vs. SCHG
Compare and contrast key facts about Vanguard All-Equity ETF Portfolio (VEQT.TO) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VEQT.TO and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VEQT.TO is an actively managed fund by Vanguard. It was launched on Jan 29, 2019. 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: VEQT.TO or SCHG.
Correlation
The correlation between VEQT.TO and SCHG is 0.90, 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
VEQT.TO vs. SCHG - Performance Comparison
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Key characteristics
VEQT.TO:
0.99
SCHG:
0.74
VEQT.TO:
1.45
SCHG:
1.21
VEQT.TO:
1.22
SCHG:
1.17
VEQT.TO:
1.03
SCHG:
0.82
VEQT.TO:
4.40
SCHG:
2.74
VEQT.TO:
3.62%
SCHG:
7.03%
VEQT.TO:
15.65%
SCHG:
25.25%
VEQT.TO:
-30.45%
SCHG:
-34.59%
VEQT.TO:
-2.22%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, VEQT.TO achieves a 2.32% return, which is significantly higher than SCHG's -0.90% return.
VEQT.TO
2.32%
9.28%
2.73%
15.50%
14.56%
N/A
SCHG
-0.90%
12.52%
-0.43%
18.49%
19.64%
15.88%
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VEQT.TO vs. SCHG - Expense Ratio Comparison
VEQT.TO has a 0.24% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VEQT.TO vs. SCHG — Risk-Adjusted Performance Rank
VEQT.TO
SCHG
VEQT.TO vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard All-Equity ETF Portfolio (VEQT.TO) 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.
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Dividends
VEQT.TO vs. SCHG - Dividend Comparison
VEQT.TO's dividend yield for the trailing twelve months is around 1.54%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEQT.TO Vanguard All-Equity ETF Portfolio | 1.54% | 1.58% | 1.88% | 2.09% | 1.40% | 1.48% | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
VEQT.TO vs. SCHG - Drawdown Comparison
The maximum VEQT.TO drawdown since its inception was -30.45%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VEQT.TO and SCHG. For additional features, visit the drawdowns tool.
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Volatility
VEQT.TO vs. SCHG - Volatility Comparison
The current volatility for Vanguard All-Equity ETF Portfolio (VEQT.TO) is 4.30%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 7.83%. This indicates that VEQT.TO 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.
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