Correlation
The correlation between WOGSX and SCHB is 0.93, 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.
WOGSX vs. SCHB
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and Schwab U.S. Broad Market ETF (SCHB).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOGSX or SCHB.
Performance
WOGSX vs. SCHB - Performance Comparison
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Key characteristics
WOGSX:
0.40
SCHB:
0.70
WOGSX:
0.61
SCHB:
1.00
WOGSX:
1.09
SCHB:
1.14
WOGSX:
0.36
SCHB:
0.64
WOGSX:
1.20
SCHB:
2.36
WOGSX:
5.36%
SCHB:
5.21%
WOGSX:
19.31%
SCHB:
19.80%
WOGSX:
-79.10%
SCHB:
-35.27%
WOGSX:
-4.99%
SCHB:
-4.06%
Returns By Period
In the year-to-date period, WOGSX achieves a 3.28% return, which is significantly higher than SCHB's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with WOGSX having a 11.64% annualized return and SCHB not far ahead at 12.14%.
WOGSX
3.28%
5.03%
1.21%
7.76%
12.21%
12.40%
11.64%
SCHB
0.38%
6.42%
-2.65%
13.68%
13.73%
15.27%
12.14%
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WOGSX vs. SCHB - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
WOGSX vs. SCHB — Risk-Adjusted Performance Rank
WOGSX
SCHB
WOGSX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) and Schwab U.S. Broad Market ETF (SCHB). 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
WOGSX vs. SCHB - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 11.85%, more than SCHB's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 11.85% | 12.24% | 5.00% | 0.50% | 5.18% | 2.57% | 1.81% | 1.40% | 0.66% | 1.02% | 0.64% | 1.59% |
SCHB Schwab U.S. Broad Market ETF | 1.25% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
WOGSX vs. SCHB - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.10%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for WOGSX and SCHB.
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Volatility
WOGSX vs. SCHB - Volatility Comparison
White Oak Select Growth Fund (WOGSX) and Schwab U.S. Broad Market ETF (SCHB) have volatilities of 4.89% and 4.85%, 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.
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