WEGZY vs. SCHG
Compare and contrast key facts about WEG SA ADR (WEGZY) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: WEGZY or SCHG.
Correlation
The correlation between WEGZY and SCHG is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WEGZY vs. SCHG - Performance Comparison
Key characteristics
WEGZY:
1.38
SCHG:
1.63
WEGZY:
2.00
SCHG:
2.18
WEGZY:
1.27
SCHG:
1.29
WEGZY:
1.73
SCHG:
2.38
WEGZY:
5.60
SCHG:
8.97
WEGZY:
7.14%
SCHG:
3.27%
WEGZY:
29.08%
SCHG:
18.04%
WEGZY:
-55.87%
SCHG:
-34.59%
WEGZY:
-10.51%
SCHG:
-2.34%
Returns By Period
In the year-to-date period, WEGZY achieves a 7.70% return, which is significantly higher than SCHG's 1.97% return.
WEGZY
7.70%
6.25%
2.49%
38.40%
18.87%
N/A
SCHG
1.97%
0.96%
18.63%
27.65%
18.74%
16.66%
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Risk-Adjusted Performance
WEGZY vs. SCHG — Risk-Adjusted Performance Rank
WEGZY
SCHG
WEGZY vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEG SA ADR (WEGZY) 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
WEGZY vs. SCHG - Dividend Comparison
WEGZY's dividend yield for the trailing twelve months is around 1.54%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEGZY WEG SA ADR | 1.54% | 1.66% | 1.61% | 1.36% | 1.35% | 0.62% | 1.25% | 2.08% | 2.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
WEGZY vs. SCHG - Drawdown Comparison
The maximum WEGZY drawdown since its inception was -55.87%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for WEGZY and SCHG. For additional features, visit the drawdowns tool.
Volatility
WEGZY vs. SCHG - Volatility Comparison
WEG SA ADR (WEGZY) has a higher volatility of 12.06% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.85%. This indicates that WEGZY's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.