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.
Correlation
The correlation between WOGSX and SCHB is 0.92, 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
WOGSX vs. SCHB - Performance Comparison
Key characteristics
WOGSX:
0.54
SCHB:
1.92
WOGSX:
0.75
SCHB:
2.58
WOGSX:
1.13
SCHB:
1.35
WOGSX:
0.71
SCHB:
2.92
WOGSX:
2.19
SCHB:
11.53
WOGSX:
4.42%
SCHB:
2.16%
WOGSX:
17.82%
SCHB:
12.97%
WOGSX:
-79.19%
SCHB:
-35.27%
WOGSX:
-6.97%
SCHB:
-0.08%
Returns By Period
In the year-to-date period, WOGSX achieves a 7.66% return, which is significantly higher than SCHB's 4.19% return. Over the past 10 years, WOGSX has underperformed SCHB with an annualized return of 9.86%, while SCHB has yielded a comparatively higher 12.73% annualized return.
WOGSX
7.66%
3.41%
-1.12%
9.11%
7.31%
9.86%
SCHB
4.19%
1.90%
11.30%
23.29%
13.81%
12.73%
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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.
Dividends
WOGSX vs. SCHB - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 0.63%, less than SCHB's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 0.63% | 0.67% | 0.67% | 0.50% | 0.28% | 0.62% | 0.95% | 0.64% | 0.66% | 1.02% | 0.64% | 1.59% |
SCHB Schwab U.S. Broad Market ETF | 1.19% | 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 -79.19%, 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. For additional features, visit the drawdowns tool.
Volatility
WOGSX vs. SCHB - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 2.94%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 3.17%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.