BUCK vs. SCHG
BUCK (Simplify Treasury Option Income ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - BUCK is a Government Bonds fund actively managed by Simplify, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. BUCK is actively managed, while SCHG is passively managed. Over the past 3 years, BUCK returned 5.23%/yr vs 24.14%/yr for SCHG. Their 0.07 correlation means their historical movements had little consistent relationship. BUCK charges 0.35%/yr vs 0.04%/yr for SCHG.
Performance
BUCK vs. SCHG - Performance Comparison
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Returns By Period
In the year-to-date period, BUCK achieves a 2.55% return, which is significantly lower than SCHG's 9.14% return.
BUCK
- 1D
- -0.04%
- 1M
- 0.30%
- 6M
- 1.63%
- YTD
- 2.55%
- 1Y
- 5.36%
- 3Y*
- 5.23%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.08%
SCHG
- 1D
- 1.89%
- 1M
- 4.10%
- 6M
- 13.23%
- YTD
- 9.14%
- 1Y
- 18.46%
- 3Y*
- 24.14%
- 5Y*
- 13.74%
- 10Y*
- 18.56%
- ALL TIME*
- 16.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.11M | $3.83M | $4.04M | |
| $253.95M | $251.67M | $339.26M |
BUCK vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BUCK Simplify Treasury Option Income ETF | 2.55% | 4.13% | 7.25% | 4.63% | 0.59% |
SCHG Schwab U.S. Large-Cap Growth ETF | 9.14% | 17.50% | 34.95% | 50.10% | -3.06% |
Correlation
The correlation between BUCK and SCHG is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2022 | 0.07 |
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Return for Risk
BUCK vs. SCHG — Risk / Return Rank
BUCK
SCHG
BUCK vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Treasury Option Income ETF (BUCK) 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.
| BUCK | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.20 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 6.43 | 1.13 | +5.30 |
| Martin ratioReturn relative to average drawdown | 30.29 | 3.57 | +26.73 |
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Drawdowns
BUCK vs. SCHG - Drawdown Comparison
The maximum BUCK drawdown since its inception was -5.43%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BUCK and SCHG.
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Drawdown Indicators
| BUCK | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.43% | -34.59% | +29.16% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -16.41% | +15.57% |
Max Drawdown (3Y)Largest decline over 3 years | -5.43% | -23.39% | +17.96% |
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 | -0.04% | 0.00% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -0.47% | -5.19% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.18% | 5.19% | -5.01% |
Volatility
BUCK vs. SCHG - Volatility Comparison
The current volatility for Simplify Treasury Option Income ETF (BUCK) is 0.42%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.97%. This indicates that BUCK 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.
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Volatility by Period
| BUCK | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 4.97% | -4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 1.25% | 13.15% | -11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.47% | 16.72% | -14.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.42% | 22.46% | -19.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 21.61% | -18.19% |
BUCK vs. SCHG - Expense Ratio Comparison
BUCK has a 0.35% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Dividends
BUCK vs. SCHG - Dividend Comparison
BUCK's dividend yield for the trailing twelve months is around 7.19%, more than SCHG's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUCK Simplify Treasury Option Income ETF | 7.19% | 7.59% | 8.84% | 4.84% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.37% | 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
BUCK and SCHG have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHG has higher volatility (4.97%) compared to BUCK (0.42%). In terms of maximum drawdown, BUCK dropped -5.43% vs SCHG's -34.59%.
On 3-year performance, SCHG leads with 24.14% vs 5.23% for BUCK. On fees, SCHG is cheaper at 0.04% per year. On volatility, BUCK has been the lower-risk option at 0.42%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SCHG has performed better with a 24.14% return vs 5.23%. 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 0.35% for BUCK.
BUCK has the higher dividend yield at 7.19%, compared with 0.37% for SCHG.
BUCK is categorized as Government Bonds, while SCHG is Large Cap Growth Equities. They also come from different issuers: Simplify and Charles Schwab. Their fees differ too: 0.35% for BUCK and 0.04% for SCHG.
BUCK currently has the higher Sharpe Ratio (2.18 vs 1.12), 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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