IQQH.DE vs. SCHG
Compare and contrast key facts about iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) and Schwab U.S. Large-Cap Growth ETF (SCHG).
IQQH.DE and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQH.DE is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy. It was launched on Jul 9, 2007. 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. Both IQQH.DE and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQQH.DE or SCHG.
Correlation
The correlation between IQQH.DE and SCHG is 0.45, 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
IQQH.DE vs. SCHG - Performance Comparison
Key characteristics
IQQH.DE:
-0.78
SCHG:
0.55
IQQH.DE:
-0.97
SCHG:
0.92
IQQH.DE:
0.88
SCHG:
1.13
IQQH.DE:
-0.24
SCHG:
0.58
IQQH.DE:
-1.00
SCHG:
2.06
IQQH.DE:
15.30%
SCHG:
6.62%
IQQH.DE:
19.78%
SCHG:
25.04%
IQQH.DE:
-86.09%
SCHG:
-34.59%
IQQH.DE:
-61.58%
SCHG:
-13.04%
Returns By Period
In the year-to-date period, IQQH.DE achieves a -6.32% return, which is significantly higher than SCHG's -9.20% return. Over the past 10 years, IQQH.DE has underperformed SCHG with an annualized return of 1.13%, while SCHG has yielded a comparatively higher 15.12% annualized return.
IQQH.DE
-6.32%
-2.91%
-14.78%
-15.25%
2.03%
1.13%
SCHG
-9.20%
1.04%
-4.69%
12.11%
18.62%
15.12%
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IQQH.DE vs. SCHG - Expense Ratio Comparison
IQQH.DE has a 0.65% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
IQQH.DE vs. SCHG — Risk-Adjusted Performance Rank
IQQH.DE
SCHG
IQQH.DE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) 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
IQQH.DE vs. SCHG - Dividend Comparison
IQQH.DE's dividend yield for the trailing twelve months is around 1.41%, more than SCHG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 1.41% | 1.32% | 1.23% | 0.83% | 1.23% | 0.56% | 2.89% | 3.30% | 4.82% | 4.72% | 2.86% | 2.81% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
IQQH.DE vs. SCHG - Drawdown Comparison
The maximum IQQH.DE drawdown since its inception was -86.09%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for IQQH.DE and SCHG. For additional features, visit the drawdowns tool.
Volatility
IQQH.DE vs. SCHG - Volatility Comparison
The current volatility for iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) is 10.32%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 16.60%. This indicates that IQQH.DE experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.