VIGAX vs. SCHG
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. 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: VIGAX or SCHG.
Key characteristics
| VIGAX | SCHG | |
|---|---|---|
| YTD Return | 9.18% | 10.35% |
| 1Y Return | 38.06% | 41.83% |
| 3Y Return (Ann) | 8.67% | 10.74% |
| 5Y Return (Ann) | 16.43% | 17.78% |
| 10Y Return (Ann) | 14.92% | 15.87% |
| Sharpe Ratio | 2.37 | 2.59 |
| Daily Std Dev | 15.79% | 15.89% |
| Max Drawdown | -50.66% | -34.59% |
| Current Drawdown | -2.24% | -2.00% |
Correlation
The correlation between VIGAX and SCHG is 0.99, 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
VIGAX vs. SCHG - Performance Comparison
In the year-to-date period, VIGAX achieves a 9.18% return, which is significantly lower than SCHG's 10.35% return. Over the past 10 years, VIGAX has underperformed SCHG with an annualized return of 14.92%, while SCHG has yielded a comparatively higher 15.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIGAX vs. SCHG - Expense Ratio Comparison
VIGAX has a 0.05% 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
VIGAX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) 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
VIGAX vs. SCHG - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.53%, more than SCHG's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.53% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 0.82% | 1.22% | 1.09% | 1.07% |
Drawdowns
VIGAX vs. SCHG - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VIGAX and SCHG. For additional features, visit the drawdowns tool.
Volatility
VIGAX vs. SCHG - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.89% and 5.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.