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.
Performance
CLMB vs. SCHX - Performance Comparison
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CLMB vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | -22.87% | -18.40% | 133.60% | 76.59% | -8.29% | 88.47% | 22.14% | 70.90% | -37.08% | -7.01% |
SCHX Schwab U.S. Large-Cap ETF | -4.45% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, CLMB achieves a -22.87% return, which is significantly lower than SCHX's -4.45% return. Over the past 10 years, CLMB has outperformed SCHX with an annualized return of 20.05%, while SCHX has yielded a comparatively lower 13.93% annualized return.
CLMB
- 1D
- 2.22%
- 1M
- -16.27%
- YTD
- -22.87%
- 6M
- -41.11%
- 1Y
- -28.09%
- 3Y*
- 15.25%
- 5Y*
- 27.47%
- 10Y*
- 20.05%
SCHX
- 1D
- 2.89%
- 1M
- -4.98%
- YTD
- -4.45%
- 6M
- -2.09%
- 1Y
- 17.48%
- 3Y*
- 18.24%
- 5Y*
- 11.12%
- 10Y*
- 13.93%
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Return for Risk
CLMB vs. SCHX — Risk / Return Rank
CLMB
SCHX
CLMB vs. SCHX - Risk-Adjusted Trends 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.
| CLMB | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.60 | 0.96 | -1.56 |
Sortino ratioReturn per unit of downside risk | -0.67 | 1.46 | -2.13 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.22 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.49 | -2.07 |
Martin ratioReturn relative to average drawdown | -1.43 | 6.98 | -8.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLMB | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.60 | 0.96 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.65 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.77 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.80 | -0.59 |
Correlation
The correlation between CLMB and SCHX is 0.18, 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.
Dividends
CLMB vs. SCHX - Dividend Comparison
CLMB's dividend yield for the trailing twelve months is around 0.64%, less than SCHX's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMB Climb Global Solutions | 0.64% | 0.66% | 0.67% | 1.24% | 2.16% | 1.94% | 3.56% | 4.20% | 6.80% | 4.07% | 3.64% | 3.71% |
SCHX Schwab U.S. Large-Cap ETF | 1.17% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
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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Drawdown Indicators
| CLMB | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.12% | -34.33% | -54.79% |
Max Drawdown (1Y)Largest decline over 1 year | -45.94% | -12.19% | -33.75% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -25.41% | -20.53% |
Max Drawdown (10Y)Largest decline over 10 years | -49.51% | -34.33% | -15.18% |
Current DrawdownCurrent decline from peak | -44.63% | -6.40% | -38.23% |
Average DrawdownAverage peak-to-trough decline | -32.18% | -4.00% | -28.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.88% | 2.60% | +16.28% |
Volatility
CLMB vs. SCHX - Volatility Comparison
Climb Global Solutions (CLMB) has a higher volatility of 10.51% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.31%. 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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Volatility by Period
| CLMB | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.51% | 5.31% | +5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 33.57% | 9.64% | +23.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.68% | 18.33% | +28.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.19% | 17.14% | +27.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.86% | 18.13% | +21.73% |