Schwab Crypto Thematic ETF (STCE)
The ETF aims to mirror the performance of an index providing exposure to companies involved in cryptocurrencies and digital assets, as well as blockchain and distributed ledger technologies.
ETF Info
| CUSIP | 808524656 |
|---|---|
| Issuer | Schwab Funds |
| Inception Date | Aug 4, 2022 |
| Category | Blockchain |
| Index Tracked | Schwab Crypto Thematic Index |
| Home Page | www.schwabassetmanagement.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
STCE has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: STCE vs. BKCH, STCE vs. SGOV, STCE vs. VIGIX, STCE vs. VOO, STCE vs. SCHD, STCE vs. BITQ, STCE vs. MSTR, STCE vs. SPY, STCE vs. SCHG, STCE vs. SPYG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab Crypto Thematic ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab Crypto Thematic ETF had a return of 16.78% year-to-date (YTD) and 94.29% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.78% | 11.29% |
| 1 month | 11.58% | 4.87% |
| 6 months | 68.18% | 17.88% |
| 1 year | 94.29% | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of STCE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -17.05% | 35.82% | 12.15% | -19.23% | 16.78% | ||||||||
| 2023 | 29.24% | -0.41% | 2.01% | 2.19% | -1.99% | 11.56% | 20.80% | -18.32% | -12.30% | 3.21% | 19.49% | 33.27% | 108.65% |
| 2022 | -11.65% | -10.98% | 6.28% | -15.13% | -13.83% | -38.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of STCE is 72, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
STCE (Schwab Crypto Thematic ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab Crypto Thematic ETF (STCE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab Crypto Thematic ETF granted a 0.27% dividend yield in the last twelve months. The annual payout for that period amounted to $0.10 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.22 |
Dividend yield | 0.27% | 0.31% | 1.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab Crypto Thematic ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.10 |
| 2022 | $0.22 | $0.22 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab Crypto Thematic ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab Crypto Thematic ETF was 47.19%, occurring on Dec 28, 2022. Recovery took 238 trading sessions.
The current Schwab Crypto Thematic ETF drawdown is 9.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.19% | Aug 16, 2022 | 94 | Dec 28, 2022 | 238 | Dec 8, 2023 | 332 |
| -28.3% | Dec 28, 2023 | 18 | Jan 24, 2024 | 22 | Feb 26, 2024 | 40 |
| -21.55% | Mar 26, 2024 | 26 | May 1, 2024 | — | — | — |
| -8.03% | Feb 28, 2024 | 5 | Mar 5, 2024 | 3 | Mar 8, 2024 | 8 |
| -6.34% | Dec 11, 2023 | 1 | Dec 11, 2023 | 2 | Dec 13, 2023 | 3 |
Volatility
Volatility Chart
The current Schwab Crypto Thematic ETF volatility is 14.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.