WFRPX vs. SCHG
Compare and contrast key facts about Wealthfront Risk Parity Fund Class W (WFRPX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
WFRPX is managed by Wealthfront. It was launched on Jan 22, 2018. 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: WFRPX or SCHG.
Correlation
The correlation between WFRPX and SCHG is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WFRPX vs. SCHG - Performance Comparison
Key characteristics
Returns By Period
WFRPX
N/A
N/A
N/A
N/A
N/A
N/A
SCHG
-8.55%
-4.15%
-0.76%
11.19%
22.46%
15.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WFRPX vs. SCHG - Expense Ratio Comparison
WFRPX has a 0.25% 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
WFRPX vs. SCHG — Risk-Adjusted Performance Rank
WFRPX
SCHG
WFRPX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wealthfront Risk Parity Fund Class W (WFRPX) 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
WFRPX vs. SCHG - Dividend Comparison
WFRPX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFRPX Wealthfront Risk Parity Fund Class W | 5.20% | 5.18% | 4.86% | 1.31% | 0.00% | 0.29% | 1.57% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
WFRPX vs. SCHG - Drawdown Comparison
Volatility
WFRPX vs. SCHG - Volatility Comparison
The current volatility for Wealthfront Risk Parity Fund Class W (WFRPX) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 8.21%. This indicates that WFRPX 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.