Performance
SCHG vs. VOO - Performance Comparison
In the year-to-date period, SCHG achieves a 13.99% return, which is significantly higher than VOO's 10.34% return. Over the past 10 years, SCHG has outperformed VOO with an annualized return of 15.82%, while VOO has yielded a comparatively lower 12.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
SCHG
VOO
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SCHG vs. VOO - Expense Ratio Comparison
SCHG has a 0.04% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and Vanguard S&P 500 ETF (VOO). 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.
SCHG vs. VOO - Sharpe Ratio Comparison
The current SCHG Sharpe Ratio is 2.22, which roughly equals the VOO Sharpe Ratio of 2.31. The chart below compares the 12-month rolling Sharpe Ratio of SCHG and VOO.
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Dividends
SCHG vs. VOO - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.42%, less than VOO's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 0.42% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 0.82% | 1.22% | 1.09% | 1.07% |
VOO Vanguard S&P 500 ETF | 1.33% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SCHG vs. VOO - Drawdown Comparison
The maximum SCHG drawdown since its inception was -34.59%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCHG and VOO. For additional features, visit the drawdowns tool.
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VOO
Volatility
SCHG vs. VOO - Volatility Comparison
Schwab U.S. Large-Cap Growth ETF (SCHG) has a higher volatility of 3.69% compared to Vanguard S&P 500 ETF (VOO) at 2.71%. This indicates that SCHG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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VOO
