IOLZX vs. STCE
IOLZX (ICON Equity Fund) and STCE (Schwab Crypto Thematic ETF) are both funds - IOLZX is a Large Cap Growth Equities fund managed by ICON Funds, while STCE is a Blockchain fund tracking the Schwab Crypto Thematic Index. Over the past 3 years, IOLZX returned 24.24%/yr vs 55.96%/yr for STCE. A 0.57 correlation means they provide meaningful diversification when combined. IOLZX charges 1.04%/yr vs 0.30%/yr for STCE.
Performance
IOLZX vs. STCE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IOLZX having a 30.41% return and STCE slightly higher at 31.69%.
IOLZX
- 1D
- 1.13%
- 1M
- 6.90%
- YTD
- 30.41%
- 6M
- 28.81%
- 1Y
- 55.27%
- 3Y*
- 24.24%
- 5Y*
- 12.51%
- 10Y*
- 14.99%
STCE
- 1D
- 0.01%
- 1M
- 5.62%
- YTD
- 31.69%
- 6M
- 18.74%
- 1Y
- 82.14%
- 3Y*
- 55.96%
- 5Y*
- —
- 10Y*
- —
IOLZX vs. STCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IOLZX ICON Equity Fund | 30.41% | 15.81% | 16.87% | 12.13% | -1.25% |
STCE Schwab Crypto Thematic ETF | 31.69% | 36.12% | 41.76% | 108.65% | -40.98% |
Correlation
The correlation between IOLZX and STCE is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2022 | 0.57 |
The correlation between IOLZX and STCE has been stable across timeframes, ranging from 0.51 to 0.57 - a consistent structural relationship.
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Return for Risk
IOLZX vs. STCE — Risk / Return Rank
IOLZX
STCE
IOLZX vs. STCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ICON Equity Fund (IOLZX) and Schwab Crypto Thematic ETF (STCE). 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.
| IOLZX | STCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.50 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.23 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 1.53 | +2.34 |
| Martin ratioReturn relative to average drawdown | 13.68 | 2.70 | +10.98 |
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Drawdowns
IOLZX vs. STCE - Drawdown Comparison
The maximum IOLZX drawdown since its inception was -56.03%, roughly equal to the maximum STCE drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for IOLZX and STCE.
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Drawdown Indicators
| IOLZX | STCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.03% | -54.11% | -1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -54.11% | +39.76% |
Max Drawdown (3Y)Largest decline over 3 years | -24.71% | -54.11% | +29.40% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.04% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -25.81% | +25.81% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -22.05% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 30.51% | -26.46% |
Volatility
IOLZX vs. STCE - Volatility Comparison
The current volatility for ICON Equity Fund (IOLZX) is 7.46%, while Schwab Crypto Thematic ETF (STCE) has a volatility of 16.80%. This indicates that IOLZX experiences smaller price fluctuations and is considered to be less risky than STCE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IOLZX | STCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 16.80% | -9.34% |
Volatility (6M)Calculated over the trailing 6-month period | 15.90% | 42.89% | -26.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 62.09% | -42.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 56.03% | -34.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 56.03% | -33.60% |
IOLZX vs. STCE - Expense Ratio Comparison
IOLZX has a 1.04% expense ratio, which is higher than STCE's 0.30% expense ratio.
Dividends
IOLZX vs. STCE - Dividend Comparison
IOLZX's dividend yield for the trailing twelve months is around 8.20%, more than STCE's 1.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IOLZX ICON Equity Fund | 8.20% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% |
STCE Schwab Crypto Thematic ETF | 1.49% | 1.96% | 0.64% | 0.31% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IOLZX and STCE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STCE has higher volatility (16.80%) compared to IOLZX (7.46%). In terms of maximum drawdown, IOLZX dropped -56.03% vs STCE's -54.11%.
IOLZX currently has the higher Sharpe Ratio (2.84 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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