0B2.DE vs. SCHG
Compare and contrast key facts about BAWAG Group AG (0B2.DE) 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: 0B2.DE or SCHG.
Correlation
The correlation between 0B2.DE and SCHG is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0B2.DE vs. SCHG - Performance Comparison
Key characteristics
0B2.DE:
3.01
SCHG:
0.52
0B2.DE:
3.67
SCHG:
0.87
0B2.DE:
1.52
SCHG:
1.12
0B2.DE:
4.99
SCHG:
0.54
0B2.DE:
22.68
SCHG:
1.81
0B2.DE:
4.36%
SCHG:
6.97%
0B2.DE:
30.41%
SCHG:
24.88%
0B2.DE:
-53.63%
SCHG:
-34.59%
0B2.DE:
0.00%
SCHG:
-10.56%
Returns By Period
In the year-to-date period, 0B2.DE achieves a 32.00% return, which is significantly higher than SCHG's -6.61% return.
0B2.DE
32.00%
19.99%
44.95%
81.13%
60.97%
N/A
SCHG
-6.61%
16.75%
-5.66%
12.85%
17.95%
15.30%
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Risk-Adjusted Performance
0B2.DE vs. SCHG — Risk-Adjusted Performance Rank
0B2.DE
SCHG
0B2.DE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BAWAG Group AG (0B2.DE) 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
0B2.DE vs. SCHG - Dividend Comparison
0B2.DE's dividend yield for the trailing twelve months is around 5.54%, more than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0B2.DE BAWAG Group AG | 5.54% | 6.21% | 7.69% | 6.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
0B2.DE vs. SCHG - Drawdown Comparison
The maximum 0B2.DE drawdown since its inception was -53.63%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for 0B2.DE and SCHG. For additional features, visit the drawdowns tool.
Volatility
0B2.DE vs. SCHG - Volatility Comparison
The current volatility for BAWAG Group AG (0B2.DE) is 10.76%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 13.51%. This indicates that 0B2.DE 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.