DUDE vs. SCHG
Compare and contrast key facts about Merlyn.AI SectorSurfer Momentum ETF (DUDE) and Schwab U.S. Large-Cap Growth ETF (SCHG).
DUDE and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUDE is a passively managed fund by EMPIRICAL FINANCE LLC that tracks the performance of the MAI SectorSurfer Momentum Index. It was launched on Dec 30, 2020. 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 DUDE 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: DUDE or SCHG.
Correlation
The correlation between DUDE and SCHG is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DUDE vs. SCHG - Performance Comparison
Key characteristics
Returns By Period
DUDE
N/A
N/A
N/A
N/A
N/A
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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DUDE vs. SCHG - Expense Ratio Comparison
DUDE has a 1.32% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
DUDE vs. SCHG — Risk-Adjusted Performance Rank
DUDE
SCHG
DUDE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Merlyn.AI SectorSurfer Momentum ETF (DUDE) 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
DUDE vs. SCHG - Dividend Comparison
DUDE has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUDE Merlyn.AI SectorSurfer Momentum ETF | 0.00% | 0.00% | 0.71% | 6.21% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
DUDE vs. SCHG - Drawdown Comparison
Volatility
DUDE vs. SCHG - Volatility Comparison
The current volatility for Merlyn.AI SectorSurfer Momentum ETF (DUDE) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.01%. This indicates that DUDE 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.