VLACX vs. SCHG
Compare and contrast key facts about Vanguard Large Cap Index Fund (VLACX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
VLACX is managed by Vanguard. It was launched on Jan 27, 2004. 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 Index. It was launched on Dec 11, 2009.
Performance
VLACX vs. SCHG - Performance Comparison
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VLACX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLACX Vanguard Large Cap Index Fund | -4.81% | 17.60% | 24.61% | 27.10% | -19.78% | 26.87% | 20.88% | 31.22% | -4.60% | 21.89% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, VLACX achieves a -4.81% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, VLACX has underperformed SCHG with an annualized return of 13.83%, while SCHG has yielded a comparatively higher 16.95% annualized return.
VLACX
- 1D
- 2.94%
- 1M
- -5.01%
- YTD
- -4.81%
- 6M
- -2.82%
- 1Y
- 17.01%
- 3Y*
- 18.08%
- 5Y*
- 11.03%
- 10Y*
- 13.83%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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VLACX vs. SCHG - Expense Ratio Comparison
VLACX has a 0.17% 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%.
Return for Risk
VLACX vs. SCHG — Risk / Return Rank
VLACX
SCHG
VLACX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large Cap Index Fund (VLACX) 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.
| VLACX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.76 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.24 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.09 | +0.40 |
Martin ratioReturn relative to average drawdown | 7.00 | 3.71 | +3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VLACX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.76 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.57 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.79 | -0.25 |
Correlation
The correlation between VLACX and SCHG is 0.95, 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
VLACX vs. SCHG - Dividend Comparison
VLACX's dividend yield for the trailing twelve months is around 1.00%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLACX Vanguard Large Cap Index Fund | 1.00% | 0.71% | 0.86% | 1.30% | 1.51% | 1.07% | 1.35% | 1.72% | 1.95% | 1.64% | 1.87% | 1.84% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
VLACX vs. SCHG - Drawdown Comparison
The maximum VLACX drawdown since its inception was -54.81%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for VLACX and SCHG.
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Drawdown Indicators
| VLACX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -34.59% | -20.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -16.41% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | -34.59% | +8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -34.59% | +0.62% |
Current DrawdownCurrent decline from peak | -6.54% | -12.51% | +5.97% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -5.22% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.84% | -2.25% |
Volatility
VLACX vs. SCHG - Volatility Comparison
The current volatility for Vanguard Large Cap Index Fund (VLACX) is 5.35%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. This indicates that VLACX 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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Volatility by Period
| VLACX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.77% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.58% | 12.54% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 22.45% | -4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 22.31% | -5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 21.51% | -3.33% |