IPX vs. SCHG
Compare and contrast key facts about IperionX Limited American Depositary Share (IPX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IPX or SCHG.
Correlation
The correlation between IPX and SCHG is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IPX vs. SCHG - Performance Comparison
Key characteristics
IPX:
1.57
SCHG:
1.64
IPX:
2.26
SCHG:
2.19
IPX:
1.30
SCHG:
1.30
IPX:
2.53
SCHG:
2.37
IPX:
7.28
SCHG:
8.98
IPX:
12.91%
SCHG:
3.27%
IPX:
60.01%
SCHG:
17.91%
IPX:
-49.21%
SCHG:
-34.59%
IPX:
-22.96%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, IPX achieves a -14.85% return, which is significantly lower than SCHG's 3.09% return.
IPX
-14.85%
5.63%
91.44%
95.27%
N/A
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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Risk-Adjusted Performance
IPX vs. SCHG — Risk-Adjusted Performance Rank
IPX
SCHG
IPX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IperionX Limited American Depositary Share (IPX) 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
IPX vs. SCHG - Dividend Comparison
IPX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPX IperionX Limited American Depositary Share | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
IPX vs. SCHG - Drawdown Comparison
The maximum IPX drawdown since its inception was -49.21%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for IPX and SCHG. For additional features, visit the drawdowns tool.
Volatility
IPX vs. SCHG - Volatility Comparison
IperionX Limited American Depositary Share (IPX) has a higher volatility of 22.66% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.01%. This indicates that IPX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.