AMZP vs. SCHG
AMZP (Kurv Yield Premium Strategy Amazon ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - AMZP is a Options Trading fund actively managed by Kurv, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. AMZP is actively managed, while SCHG is passively managed. Over the past year, AMZP returned 21.38% vs 16.16% for SCHG. Their 0.71 correlation means they have sometimes moved together and sometimes differently. AMZP charges 0.99%/yr vs 0.04%/yr for SCHG.
Performance
AMZP vs. SCHG - Performance Comparison
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Returns By Period
In the year-to-date period, AMZP achieves a 10.90% return, which is significantly higher than SCHG's 4.99% return.
AMZP
- 1D
- 13.50%
- 1M
- 9.15%
- 6M
- 9.17%
- YTD
- 10.90%
- 1Y
- 21.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.97%
SCHG
- 1D
- 1.12%
- 1M
- 0.15%
- 6M
- 7.02%
- YTD
- 4.99%
- 1Y
- 16.16%
- 3Y*
- 21.39%
- 5Y*
- 13.15%
- 10Y*
- 18.27%
- ALL TIME*
- 16.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $255.54K | $291.65K | $426.86K | |
| $247.66M | $249.87M | $339.91M |
AMZP vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AMZP Kurv Yield Premium Strategy Amazon ETF | 10.90% | 9.56% | 37.42% | 7.73% |
SCHG Schwab U.S. Large-Cap Growth ETF | 4.99% | 17.50% | 34.95% | 11.04% |
Correlation
The correlation between AMZP and SCHG is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2023 | 0.71 |
The correlation between AMZP and SCHG has been stable across timeframes, ranging from 0.66 to 0.71 - a consistent structural relationship.
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Return for Risk
AMZP vs. SCHG — Risk / Return Rank
AMZP
SCHG
AMZP vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Amazon ETF (AMZP) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMZP | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.83 | -0.28 |
| Martin ratioReturn relative to average drawdown | 1.20 | 2.62 | -1.41 |
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Drawdowns
AMZP vs. SCHG - Drawdown Comparison
The maximum AMZP drawdown since its inception was -27.36%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AMZP and SCHG.
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Drawdown Indicators
| AMZP | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.36% | -34.59% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -23.64% | -16.41% | -7.23% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.39% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -5.37% | -3.10% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -5.19% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.74% | 5.19% | +5.55% |
Volatility
AMZP vs. SCHG - Volatility Comparison
Kurv Yield Premium Strategy Amazon ETF (AMZP) has a higher volatility of 15.36% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.32%. This indicates that AMZP's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMZP | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.36% | 4.32% | +11.04% |
Volatility (6M)Calculated over the trailing 6-month period | 27.48% | 12.90% | +14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.01% | 16.67% | +17.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.49% | 22.42% | +6.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.49% | 21.59% | +6.90% |
AMZP vs. SCHG - Expense Ratio Comparison
AMZP has a 0.99% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Dividends
AMZP vs. SCHG - Dividend Comparison
AMZP's dividend yield for the trailing twelve months is around 18.33%, more than SCHG's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZP Kurv Yield Premium Strategy Amazon ETF | 18.33% | 22.04% | 15.15% | 2.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
AMZP and SCHG have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMZP has higher volatility (15.36%) compared to SCHG (4.32%). In terms of maximum drawdown, AMZP dropped -27.36% vs SCHG's -34.59%.
On 1-year performance, AMZP leads with 21.38% vs 16.16% for SCHG. On fees, SCHG is cheaper at 0.04% per year. On volatility, SCHG has been the lower-risk option at 4.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AMZP has performed better with a 21.38% return vs 16.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.99% for AMZP.
AMZP has the higher dividend yield at 18.33%, compared with 0.38% for SCHG.
AMZP is categorized as Options Trading, while SCHG is Large Cap Growth Equities. They also come from different issuers: Kurv and Charles Schwab. Their fees differ too: 0.99% for AMZP and 0.04% for SCHG.
SCHG currently has the higher Sharpe Ratio (0.82 vs 0.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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