IOLZX vs. STCE
Compare and contrast key facts about ICON Equity Fund (IOLZX) and Schwab Crypto Thematic ETF (STCE).
IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002. STCE is a passively managed fund by Schwab Funds that tracks the performance of the Schwab Crypto Thematic Index. It was launched on Aug 4, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IOLZX or STCE.
Correlation
The correlation between IOLZX and STCE is 0.55, 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
IOLZX vs. STCE - Performance Comparison
Key characteristics
IOLZX:
0.05
STCE:
0.95
IOLZX:
0.18
STCE:
1.65
IOLZX:
1.03
STCE:
1.19
IOLZX:
0.02
STCE:
1.84
IOLZX:
0.12
STCE:
4.06
IOLZX:
7.21%
STCE:
13.76%
IOLZX:
18.22%
STCE:
58.14%
IOLZX:
-57.76%
STCE:
-47.19%
IOLZX:
-35.48%
STCE:
-13.55%
Returns By Period
In the year-to-date period, IOLZX achieves a 5.28% return, which is significantly lower than STCE's 10.73% return.
IOLZX
5.28%
1.72%
2.55%
-0.24%
-1.16%
2.97%
STCE
10.73%
-3.49%
45.75%
44.71%
N/A
N/A
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IOLZX vs. STCE - Expense Ratio Comparison
IOLZX has a 1.04% expense ratio, which is higher than STCE's 0.30% expense ratio.
Risk-Adjusted Performance
IOLZX vs. STCE — Risk-Adjusted Performance Rank
IOLZX
STCE
IOLZX vs. STCE - Risk-Adjusted Performance 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.
Dividends
IOLZX vs. STCE - Dividend Comparison
IOLZX's dividend yield for the trailing twelve months is around 0.70%, more than STCE's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
IOLZX ICON Equity Fund | 0.70% | 0.73% | 0.70% | 0.24% |
STCE Schwab Crypto Thematic ETF | 0.58% | 0.64% | 0.31% | 1.46% |
Drawdowns
IOLZX vs. STCE - Drawdown Comparison
The maximum IOLZX drawdown since its inception was -57.76%, which is greater than STCE's maximum drawdown of -47.19%. Use the drawdown chart below to compare losses from any high point for IOLZX and STCE. For additional features, visit the drawdowns tool.
Volatility
IOLZX vs. STCE - Volatility Comparison
The current volatility for ICON Equity Fund (IOLZX) is 3.00%, while Schwab Crypto Thematic ETF (STCE) has a volatility of 16.40%. 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.