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 Index. It was launched on Dec 11, 2009.
Performance
WOGSX vs. SCHG - Performance Comparison
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WOGSX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | -5.11% | 24.07% | 18.22% | 26.48% | -25.72% | 28.31% | 18.91% | 23.74% | -0.55% | 19.75% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, WOGSX achieves a -5.11% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, WOGSX has underperformed SCHG with an annualized return of 13.06%, while SCHG has yielded a comparatively higher 16.95% annualized return.
WOGSX
- 1D
- 2.70%
- 1M
- -5.36%
- YTD
- -5.11%
- 6M
- 0.79%
- 1Y
- 18.24%
- 3Y*
- 19.78%
- 5Y*
- 8.99%
- 10Y*
- 13.06%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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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.
Return for Risk
WOGSX vs. SCHG — Risk / Return Rank
WOGSX
SCHG
WOGSX vs. SCHG - Risk-Adjusted Trends 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.
| WOGSX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.76 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.24 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.09 | +0.58 |
Martin ratioReturn relative to average drawdown | 6.04 | 3.71 | +2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WOGSX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.76 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.57 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.79 | -0.39 |
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.
Dividends
WOGSX vs. SCHG - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 8.58%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 8.58% | 8.14% | 12.24% | 5.00% | 0.49% | 5.18% | 2.57% | 1.81% | 1.40% | 0.66% | 1.02% | 0.64% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
WOGSX vs. SCHG - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.10%, 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.
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Drawdown Indicators
| WOGSX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.10% | -34.59% | -44.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -16.41% | +5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -31.56% | -34.59% | +3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -34.59% | +3.03% |
Current DrawdownCurrent decline from peak | -8.80% | -12.51% | +3.71% |
Average DrawdownAverage peak-to-trough decline | -28.53% | -5.22% | -23.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 4.84% | -1.73% |
Volatility
WOGSX vs. SCHG - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 5.46%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.77%. 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.
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Volatility by Period
| WOGSX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.77% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 12.54% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 22.45% | -3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 22.31% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 21.51% | -1.63% |