BOUT vs. SCHG
Compare and contrast key facts about Innovator IBD Breakout Opportunities ETF (BOUT) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BOUT and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOUT is a passively managed fund by Innovator that tracks the performance of the IBD Breakout Stocks Index. It was launched on Sep 13, 2018. 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. Both BOUT and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOUT or SCHG.
Correlation
The correlation between BOUT and SCHG is 0.71, 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
BOUT vs. SCHG - Performance Comparison
Key characteristics
BOUT:
1.56
SCHG:
2.31
BOUT:
2.17
SCHG:
2.96
BOUT:
1.27
SCHG:
1.41
BOUT:
1.63
SCHG:
3.28
BOUT:
7.91
SCHG:
12.84
BOUT:
3.45%
SCHG:
3.16%
BOUT:
17.44%
SCHG:
17.58%
BOUT:
-36.76%
SCHG:
-34.59%
BOUT:
-5.28%
SCHG:
-2.68%
Returns By Period
In the year-to-date period, BOUT achieves a 2.82% return, which is significantly higher than SCHG's 1.61% return.
BOUT
2.82%
-5.10%
14.41%
27.61%
14.77%
N/A
SCHG
1.61%
-0.87%
8.76%
41.15%
19.98%
17.22%
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BOUT vs. SCHG - Expense Ratio Comparison
BOUT has a 0.84% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BOUT vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator IBD Breakout Opportunities ETF (BOUT) 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
BOUT vs. SCHG - Dividend Comparison
BOUT's dividend yield for the trailing twelve months is around 0.01%, less than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOUT Innovator IBD Breakout Opportunities ETF | 0.01% | 0.02% | 1.32% | 1.35% | 0.00% | 0.00% | 0.00% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BOUT vs. SCHG - Drawdown Comparison
The maximum BOUT drawdown since its inception was -36.76%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BOUT and SCHG. For additional features, visit the drawdowns tool.
Volatility
BOUT vs. SCHG - Volatility Comparison
Innovator IBD Breakout Opportunities ETF (BOUT) has a higher volatility of 6.49% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.82%. This indicates that BOUT'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.