^W1DOW vs. SCHX
Compare and contrast key facts about Dow Jones Global Index (^W1DOW) and Schwab U.S. Large-Cap ETF (SCHX).
SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^W1DOW or SCHX.
Correlation
The correlation between ^W1DOW and SCHX is 0.86, 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
^W1DOW vs. SCHX - Performance Comparison
Key characteristics
^W1DOW:
1.28
SCHX:
1.79
^W1DOW:
1.74
SCHX:
2.40
^W1DOW:
1.24
SCHX:
1.33
^W1DOW:
1.60
SCHX:
2.72
^W1DOW:
6.52
SCHX:
11.10
^W1DOW:
2.04%
SCHX:
2.09%
^W1DOW:
10.39%
SCHX:
13.00%
^W1DOW:
-59.33%
SCHX:
-34.33%
^W1DOW:
-1.49%
SCHX:
-2.18%
Returns By Period
In the year-to-date period, ^W1DOW achieves a 3.72% return, which is significantly higher than SCHX's 2.46% return. Over the past 10 years, ^W1DOW has underperformed SCHX with an annualized return of 6.06%, while SCHX has yielded a comparatively higher 15.46% annualized return.
^W1DOW
3.72%
0.59%
4.69%
14.24%
7.73%
6.06%
SCHX
2.46%
-1.33%
7.86%
20.69%
15.96%
15.46%
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Risk-Adjusted Performance
^W1DOW vs. SCHX — Risk-Adjusted Performance Rank
^W1DOW
SCHX
^W1DOW vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones Global Index (^W1DOW) and Schwab U.S. Large-Cap ETF (SCHX). 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.
Drawdowns
^W1DOW vs. SCHX - Drawdown Comparison
The maximum ^W1DOW drawdown since its inception was -59.33%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for ^W1DOW and SCHX. For additional features, visit the drawdowns tool.
Volatility
^W1DOW vs. SCHX - Volatility Comparison
The current volatility for Dow Jones Global Index (^W1DOW) is 2.85%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.33%. This indicates that ^W1DOW experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.