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IPX vs. SCHG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IPX vs. SCHG

Last updated May 11, 2025

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 -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

IPX vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IperionX Limited American Depositary Share (IPX) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

IPX:

70.75%

SCHG:

12.37%

Max Drawdown

IPX:

-65.86%

SCHG:

-0.96%

Current Drawdown

IPX:

-39.66%

SCHG:

-0.15%

Returns By Period

IPX

YTD

-33.31%

1M

61.21%

6M

-8.17%

1Y

66.84%

5Y*

N/A

10Y*

N/A

SCHG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

IPX vs. SCHG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IPX
The Risk-Adjusted Performance Rank of IPX is 8080
Overall Rank
The Sharpe Ratio Rank of IPX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of IPX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of IPX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of IPX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of IPX is 7777
Martin Ratio Rank
SCHG
The Risk-Adjusted Performance Rank of SCHG is 6060
Overall Rank
The Sharpe Ratio Rank of SCHG is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHG is 6060
Sortino Ratio Rank
The Omega Ratio Rank of SCHG is 6060
Omega Ratio Rank
The Calmar Ratio Rank of SCHG is 6565
Calmar Ratio Rank
The Martin Ratio Rank of SCHG is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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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 0.44%.

TTM20242023202220212020201920182017201620152014
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		0.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IPX vs. SCHG - Drawdown Comparison

The maximum IPX drawdown since its inception was -65.86%, which is greater than SCHG's maximum drawdown of -0.96%. Use the drawdown chart below to compare losses from any high point for IPX and SCHG. For additional features, visit the drawdowns tool.

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Volatility

IPX vs. SCHG - Volatility Comparison

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