WOGSX vs. SCHG
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. 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: WOGSX or SCHG.
Correlation
The correlation between WOGSX and SCHG is 0.90, 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. SCHG - Performance Comparison
Key characteristics
WOGSX:
0.49
SCHG:
1.63
WOGSX:
0.69
SCHG:
2.18
WOGSX:
1.12
SCHG:
1.29
WOGSX:
0.64
SCHG:
2.36
WOGSX:
1.96
SCHG:
8.91
WOGSX:
4.46%
SCHG:
3.27%
WOGSX:
17.80%
SCHG:
17.93%
WOGSX:
-79.19%
SCHG:
-34.59%
WOGSX:
-6.58%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, WOGSX achieves a 8.11% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, WOGSX has underperformed SCHG with an annualized return of 9.83%, while SCHG has yielded a comparatively higher 16.51% annualized return.
WOGSX
8.11%
3.85%
-1.75%
9.89%
7.60%
9.83%
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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WOGSX vs. SCHG - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
WOGSX vs. SCHG — Risk-Adjusted Performance Rank
WOGSX
SCHG
WOGSX vs. SCHG - 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. 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
WOGSX vs. SCHG - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 0.62%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 0.62% | 0.67% | 0.67% | 0.50% | 0.28% | 0.62% | 0.95% | 0.64% | 0.66% | 1.02% | 0.64% | 1.59% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
WOGSX vs. SCHG - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.19%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for WOGSX and SCHG. For additional features, visit the drawdowns tool.
Volatility
WOGSX vs. SCHG - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 2.82%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that WOGSX 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.