Correlation
The correlation between CLMB and SCHX is 0.16, 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.
CLMB vs. SCHX
Compare and contrast key facts about Climb Global Solutions (CLMB) and Schwab U.S. Large-Cap ETF (SCHX).
SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLMB or SCHX.
Performance
CLMB vs. SCHX - Performance Comparison
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Key characteristics
CLMB:
1.99
SCHX:
0.81
CLMB:
3.01
SCHX:
1.13
CLMB:
1.36
SCHX:
1.16
CLMB:
3.35
SCHX:
0.75
CLMB:
8.53
SCHX:
2.83
CLMB:
12.09%
SCHX:
5.06%
CLMB:
48.58%
SCHX:
19.83%
CLMB:
-89.12%
SCHX:
-34.33%
CLMB:
-20.99%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, CLMB achieves a -12.81% return, which is significantly lower than SCHX's 0.81% return. Over the past 10 years, CLMB has outperformed SCHX with an annualized return of 23.13%, while SCHX has yielded a comparatively lower 14.11% annualized return.
CLMB
-12.81%
4.70%
-17.90%
95.39%
44.66%
38.71%
23.13%
SCHX
0.81%
6.25%
-1.86%
15.88%
15.70%
16.65%
14.11%
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Risk-Adjusted Performance
CLMB vs. SCHX — Risk-Adjusted Performance Rank
CLMB
SCHX
CLMB vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Climb Global Solutions (CLMB) and Schwab U.S. Large-Cap ETF (SCHX). 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.
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Dividends
CLMB vs. SCHX - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.62%, less than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.62% | 0.54% | 1.24% | 2.16% | 1.94% | 3.56% | 4.20% | 6.80% | 4.07% | 3.64% | 3.71% | 3.95% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
CLMB vs. SCHX - Drawdown Comparison
The maximum CLMB drawdown since its inception was -89.12%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for CLMB and SCHX.
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Volatility
CLMB vs. SCHX - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 10.40% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.87%. This indicates that CLMB's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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