GRNJ vs. SCHM
GRNJ (Fundstrat Granny Shots US Small- & Mid-Cap ETF) and SCHM (Schwab US Mid-Cap ETF) are both Mid Cap Blend Equities funds. GRNJ is actively managed, while SCHM is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. GRNJ charges 0.75%/yr vs 0.04%/yr for SCHM.
Performance
GRNJ vs. SCHM - Performance Comparison
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Returns By Period
In the year-to-date period, GRNJ achieves a 22.19% return, which is significantly higher than SCHM's 19.11% return.
GRNJ
- 1D
- -2.56%
- 1M
- 1.56%
- YTD
- 22.19%
- 6M
- 17.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHM
- 1D
- -1.73%
- 1M
- 2.88%
- YTD
- 19.11%
- 6M
- 16.97%
- 1Y
- 31.33%
- 3Y*
- 17.85%
- 5Y*
- 8.08%
- 10Y*
- 11.71%
GRNJ vs. SCHM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 22.19% | 6.02% |
SCHM Schwab US Mid-Cap ETF | 19.11% | 5.39% |
Correlation
The correlation between GRNJ and SCHM is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.85 |
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Return for Risk
GRNJ vs. SCHM — Risk / Return Rank
GRNJ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCHM
GRNJ vs. SCHM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) and Schwab US Mid-Cap ETF (SCHM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GRNJ | SCHM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.38 | — |
| Martin ratioReturn relative to average drawdown | — | 13.48 | — |
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Drawdowns
GRNJ vs. SCHM - Drawdown Comparison
The maximum GRNJ drawdown since its inception was -17.32%, smaller than the maximum SCHM drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for GRNJ and SCHM.
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Drawdown Indicators
| GRNJ | SCHM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.32% | -42.43% | +25.11% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.32% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.27% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.43% | — |
Current DrawdownCurrent decline from peak | -4.23% | -1.73% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -5.64% | +1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.33% | — |
Volatility
GRNJ vs. SCHM - Volatility Comparison
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Volatility by Period
| GRNJ | SCHM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.86% | 16.30% | +14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.86% | 19.67% | +11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.86% | 20.49% | +10.37% |
GRNJ vs. SCHM - Expense Ratio Comparison
GRNJ has a 0.75% expense ratio, which is higher than SCHM's 0.04% expense ratio.
Dividends
GRNJ vs. SCHM - Dividend Comparison
GRNJ has not paid dividends to shareholders, while SCHM's dividend yield for the trailing twelve months is around 1.22%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHM Schwab US Mid-Cap ETF | 1.22% | 1.46% | 1.43% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% |
Frequently Asked Questions
GRNJ and SCHM have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHM is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHM is cheaper with a 0.04% expense ratio, compared with 0.75% for GRNJ.
SCHM has the higher dividend yield at 1.22%, compared with 0.00% for GRNJ.
They also come from different issuers: Fundstrat and Charles Schwab. Their fees differ too: 0.75% for GRNJ and 0.04% for SCHM.
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