IOLZX vs. STCE

In the year-to-date period, IOLZX achieves a -2.58% return, which is significantly higher than STCE's -7.59% return.

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IOLZX has a 1.04% expense ratio, which is higher than STCE's 0.30% expense ratio.

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.

The current IOLZX Sharpe Ratio is 0.12, which is lower than the STCE Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of IOLZX and STCE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IOLZX's dividend yield for the trailing twelve months is around 11.77%, more than STCE's 0.70% yield.

The maximum IOLZX drawdown since its inception was -56.03%, which is greater than STCE's maximum drawdown of -49.45%. Use the drawdown chart below to compare losses from any high point for IOLZX and STCE.

The current volatility for ICON Equity Fund (IOLZX) is 6.35%, while Schwab Crypto Thematic ETF (STCE) has a volatility of 13.97%. 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.