WT vs. SCHG
Compare and contrast key facts about WisdomTree Inc. (WT) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: WT or SCHG.
Correlation
The correlation between WT and SCHG is 0.40, 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
WT vs. SCHG - Performance Comparison
Key characteristics
WT:
0.96
SCHG:
1.64
WT:
1.46
SCHG:
2.19
WT:
1.18
SCHG:
1.30
WT:
0.44
SCHG:
2.37
WT:
2.45
SCHG:
8.97
WT:
11.73%
SCHG:
3.27%
WT:
30.17%
SCHG:
17.97%
WT:
-99.93%
SCHG:
-34.59%
WT:
-54.69%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, WT achieves a -10.10% return, which is significantly lower than SCHG's 3.73% return. Over the past 10 years, WT has underperformed SCHG with an annualized return of -4.59%, while SCHG has yielded a comparatively higher 16.52% annualized return.
WT
-10.10%
-1.87%
-2.89%
30.51%
15.42%
-4.59%
SCHG
3.73%
2.19%
13.40%
30.16%
18.57%
16.52%
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Risk-Adjusted Performance
WT vs. SCHG — Risk-Adjusted Performance Rank
WT
SCHG
WT vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inc. (WT) 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
WT vs. SCHG - Dividend Comparison
WT's dividend yield for the trailing twelve months is around 1.27%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WT WisdomTree Inc. | 1.27% | 1.14% | 1.73% | 2.20% | 1.96% | 2.24% | 2.48% | 1.80% | 2.55% | 2.87% | 3.64% | 0.51% |
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
WT vs. SCHG - Drawdown Comparison
The maximum WT drawdown since its inception was -99.93%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for WT and SCHG. For additional features, visit the drawdowns tool.
Volatility
WT vs. SCHG - Volatility Comparison
WisdomTree Inc. (WT) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.19% and 5.13%, 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.