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AMZP vs. SCHG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMZP and SCHG is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.7

Performance

AMZP vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2025FebruaryMarchApril
33.08%
40.09%
AMZP
SCHG

Key characteristics

Sharpe Ratio

AMZP:

0.14

SCHG:

0.56

Sortino Ratio

AMZP:

0.39

SCHG:

0.93

Omega Ratio

AMZP:

1.05

SCHG:

1.13

Calmar Ratio

AMZP:

0.14

SCHG:

0.59

Martin Ratio

AMZP:

0.44

SCHG:

2.11

Ulcer Index

AMZP:

8.93%

SCHG:

6.57%

Daily Std Dev

AMZP:

28.37%

SCHG:

25.00%

Max Drawdown

AMZP:

-27.35%

SCHG:

-34.59%

Current Drawdown

AMZP:

-19.84%

SCHG:

-14.31%

Returns By Period

In the year-to-date period, AMZP achieves a -13.53% return, which is significantly lower than SCHG's -10.53% return.


AMZP

YTD

-13.53%

1M

-7.84%

6M

0.02%

1Y

4.18%

5Y*

N/A

10Y*

N/A

SCHG

YTD

-10.53%

1M

-5.76%

6M

-5.58%

1Y

12.06%

5Y*

18.22%

10Y*

14.72%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AMZP vs. SCHG - Expense Ratio Comparison

AMZP has a 0.99% expense ratio, which is higher than SCHG's 0.04% expense ratio.


Expense ratio chart for AMZP: current value is 0.99%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AMZP: 0.99%
Expense ratio chart for SCHG: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SCHG: 0.04%

Risk-Adjusted Performance

AMZP vs. SCHG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMZP
The Risk-Adjusted Performance Rank of AMZP is 3535
Overall Rank
The Sharpe Ratio Rank of AMZP is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of AMZP is 3737
Sortino Ratio Rank
The Omega Ratio Rank of AMZP is 3636
Omega Ratio Rank
The Calmar Ratio Rank of AMZP is 3636
Calmar Ratio Rank
The Martin Ratio Rank of AMZP is 3232
Martin Ratio Rank

SCHG
The Risk-Adjusted Performance Rank of SCHG is 6565
Overall Rank
The Sharpe Ratio Rank of SCHG is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHG is 6565
Sortino Ratio Rank
The Omega Ratio Rank of SCHG is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SCHG is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SCHG is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMZP vs. SCHG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Yield Premium Strategy Amazon AMZN 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.


The chart of Sharpe ratio for AMZP, currently valued at 0.14, compared to the broader market-1.000.001.002.003.004.00
AMZP: 0.14
SCHG: 0.56
The chart of Sortino ratio for AMZP, currently valued at 0.39, compared to the broader market-2.000.002.004.006.008.00
AMZP: 0.39
SCHG: 0.93
The chart of Omega ratio for AMZP, currently valued at 1.05, compared to the broader market0.501.001.502.00
AMZP: 1.05
SCHG: 1.13
The chart of Calmar ratio for AMZP, currently valued at 0.14, compared to the broader market0.002.004.006.008.0010.0012.00
AMZP: 0.14
SCHG: 0.59
The chart of Martin ratio for AMZP, currently valued at 0.44, compared to the broader market0.0020.0040.0060.00
AMZP: 0.44
SCHG: 2.11

The current AMZP Sharpe Ratio is 0.14, which is lower than the SCHG Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of AMZP and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchApril
0.14
0.56
AMZP
SCHG

Dividends

AMZP vs. SCHG - Dividend Comparison

AMZP's dividend yield for the trailing twelve months is around 22.95%, more than SCHG's 0.45% yield.


TTM20242023202220212020201920182017201620152014
AMZP
Kurv Yield Premium Strategy Amazon AMZN ETF
22.95%15.15%2.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHG
Schwab U.S. Large-Cap Growth ETF
0.45%0.40%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%1.09%

Drawdowns

AMZP vs. SCHG - Drawdown Comparison

The maximum AMZP drawdown since its inception was -27.35%, 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. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-19.84%
-14.31%
AMZP
SCHG

Volatility

AMZP vs. SCHG - Volatility Comparison

Kurv Yield Premium Strategy Amazon AMZN ETF (AMZP) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 17.17% and 16.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.17%
16.65%
AMZP
SCHG