FIVG vs. SCHG
Compare and contrast key facts about Defiance Next Gen Connectivity ETF (FIVG) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FIVG and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIVG is a passively managed fund by Defiance ETFs that tracks the performance of the MVIS Bluestar 5G Communications Index. It was launched on Mar 4, 2019. 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 FIVG 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: FIVG or SCHG.
Correlation
The correlation between FIVG and SCHG is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIVG vs. SCHG - Performance Comparison
Key characteristics
Returns By Period
FIVG
N/A
N/A
N/A
N/A
N/A
N/A
SCHG
37.04%
3.40%
12.88%
37.14%
20.24%
16.77%
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FIVG vs. SCHG - Expense Ratio Comparison
FIVG has a 0.30% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FIVG vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Next Gen Connectivity ETF (FIVG) 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
FIVG vs. SCHG - Dividend Comparison
FIVG has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVG Defiance Next Gen Connectivity ETF | 0.88% | 1.40% | 0.00% | 1.17% | 0.99% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
FIVG vs. SCHG - Drawdown Comparison
Volatility
FIVG vs. SCHG - Volatility Comparison
The current volatility for Defiance Next Gen Connectivity ETF (FIVG) is 0.00%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.07%. This indicates that FIVG 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.