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.
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.
Performance
CLMB vs. SCHX - Performance Comparison
Key characteristics
CLMB:
1.97
SCHX:
0.59
CLMB:
2.75
SCHX:
0.98
CLMB:
1.32
SCHX:
1.14
CLMB:
2.93
SCHX:
0.63
CLMB:
8.27
SCHX:
2.41
CLMB:
10.90%
SCHX:
4.98%
CLMB:
49.26%
SCHX:
19.42%
CLMB:
-89.12%
SCHX:
-34.33%
CLMB:
-23.17%
SCHX:
-7.76%
Returns By Period
In the year-to-date period, CLMB achieves a -15.21% return, which is significantly lower than SCHX's -3.38% return. Over the past 10 years, CLMB has outperformed SCHX with an annualized return of 23.55%, while SCHX has yielded a comparatively lower 13.75% annualized return.
CLMB
-15.21%
0.26%
-9.73%
95.83%
46.61%
23.55%
SCHX
-3.38%
4.20%
-5.11%
11.38%
16.64%
13.75%
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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.
Dividends
CLMB vs. SCHX - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.63%, less than SCHX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.63% | 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 | 1.27% | 1.22% | 1.39% | 1.64% | 1.21% | 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. For additional features, visit the drawdowns tool.
Volatility
CLMB vs. SCHX - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 9.58% compared to Schwab U.S. Large-Cap ETF (SCHX) at 6.72%. 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.