ISRA vs. SCHG

Last updated Jun 24, 2026

ISRA (VanEck Israel ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - ISRA is a Global Equities fund tracking the BlueStar Israel Global Index, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past 10 years, ISRA returned 10.44%/yr vs 18.65%/yr for SCHG. A 0.72 correlation means they provide meaningful diversification when combined. ISRA charges 0.59%/yr vs 0.04%/yr for SCHG.

Performance

ISRA vs. SCHG - Performance Comparison

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

Returns By Period

In the year-to-date period, ISRA achieves a 6.18% return, which is significantly higher than SCHG's 1.35% return. Over the past 10 years, ISRA has underperformed SCHG with an annualized return of 10.44%, while SCHG has yielded a comparatively higher 18.65% annualized return.

ISRA

• 1D: -1.08%
• 1M: -9.56%
• YTD: 6.18%
• 6M: 3.67%
• 1Y: 27.64%
• 3Y*: 24.33%
• 5Y*: 6.87%
• 10Y*: 10.44%

SCHG

• 1D: -1.37%
• 1M: -3.93%
• YTD: 1.35%
• 6M: 0.09%
• 1Y: 17.91%
• 3Y*: 22.13%
• 5Y*: 13.27%
• 10Y*: 18.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ISRA vs. SCHG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ISRA VanEck Israel ETF	6.18%	36.98%	26.03%	-0.08%	-25.76%	10.06%	28.21%	26.77%	-7.04%	15.07%
SCHG Schwab U.S. Large-Cap Growth ETF	1.35%	17.50%	34.95%	50.10%	-31.80%	28.11%	39.14%	36.02%	-1.36%	28.05%

Correlation

The correlation between ISRA and SCHG is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (10Y) Calculated over the trailing 10-year period	0.72
Correlation (All Time) Calculated using the full available price history since Jun 26, 2013	0.72

The correlation between ISRA and SCHG shifts across timeframes, from 0.60 (1 year) to 0.73 (5 years), reflecting how their relationship changes across market environments.

ISRA vs. SCHG - Sectors Allocation Comparison

Sectors	ISRA	SCHG
Financial Services	37.0%	6.6%
Technology	23.4%	46.7%
Healthcare	11.3%	8.4%
Industrials	10.4%	6.0%
Utilities	5.7%	0.4%
Real Estate	4.7%	0.5%
Energy	1.9%	0.7%
Consumer Cyclical	1.9%	12.4%
Communication Services	1.9%	15.3%
Consumer Defensive	1.5%	1.6%
Basic Materials	0.3%	1.3%

Return for Risk

ISRA vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ISRA

ISRA Risk / Return Rank: 43
ISRA Sharpe Ratio Rank: 39
ISRA Sortino Ratio Rank: 39
ISRA Omega Ratio Rank: 35
ISRA Calmar Ratio Rank: 53
ISRA Martin Ratio Rank: 51

SCHG

SCHG Risk / Return Rank: 28
SCHG Sharpe Ratio Rank: 31
SCHG Sortino Ratio Rank: 30
SCHG Omega Ratio Rank: 30
SCHG Calmar Ratio Rank: 23
SCHG Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISRA vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Israel ETF (ISRA) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ISRA	SCHG	Difference
Sharpe ratio: Return per unit of total volatility	1.31	1.11	+0.20
Sortino ratio: Return per unit of downside risk	1.90	1.56	+0.34
Omega ratio: Gain probability vs. loss probability	1.23	1.20	+0.03
Calmar ratio: Return relative to maximum drawdown	2.46	1.10	+1.36
Martin ratio: Return relative to average drawdown	8.12	3.58	+4.54

ISRA vs. SCHG - Sharpe Ratio Comparison

The current ISRA Sharpe Ratio is 1.31, which is comparable to the SCHG Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of ISRA and SCHG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ISRA vs. SCHG - Drawdown Comparison

The maximum ISRA drawdown since its inception was -45.02%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for ISRA and SCHG.

Drawdown Indicators

	ISRA	SCHG	Difference
Max Drawdown Largest peak-to-trough decline	-45.02%	-34.59%	-10.43%
Max Drawdown (1Y) Largest decline over 1 year	-11.30%	-16.41%	+5.11%
Max Drawdown (3Y) Largest decline over 3 years	-27.74%	-23.39%	-4.35%
Max Drawdown (5Y) Largest decline over 5 years	-45.02%	-34.59%	-10.43%
Max Drawdown (10Y) Largest decline over 10 years	-45.02%	-34.59%	-10.43%
Current Drawdown Current decline from peak	-11.30%	-6.46%	-4.84%
Average Drawdown Average peak-to-trough decline	-11.17%	-5.20%	-5.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.41%	5.02%	-1.61%

Volatility

ISRA vs. SCHG - Volatility Comparison

VanEck Israel ETF (ISRA) has a higher volatility of 8.21% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.91%. This indicates that ISRA'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.

Volatility by Period

	ISRA	SCHG	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.21%	5.91%	+2.30%
Volatility (6M) Calculated over the trailing 6-month period	16.31%	12.52%	+3.79%
Volatility (1Y) Calculated over the trailing 1-year period	21.23%	16.24%	+4.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.10%	22.38%	-0.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.02%	21.58%	-0.56%

ISRA vs. SCHG - Expense Ratio Comparison

ISRA has a 0.59% expense ratio, which is higher than SCHG's 0.04% expense ratio.

Dividends

ISRA vs. SCHG - Dividend Comparison

ISRA's dividend yield for the trailing twelve months is around 1.39%, more than SCHG's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ISRA VanEck Israel ETF	1.39%	1.48%	1.21%	1.89%	1.36%	1.28%	0.17%	1.38%	0.76%	1.58%	1.62%	1.31%
SCHG Schwab U.S. Large-Cap Growth ETF	0.38%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%

Frequently Asked Questions

Can I hold both ISRA and SCHG in my portfolio?

ISRA and SCHG have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ISRA or SCHG?

ISRA has higher volatility (8.21%) compared to SCHG (5.91%). In terms of maximum drawdown, ISRA dropped -45.02% vs SCHG's -34.59%.

Which ETF is better, ISRA or SCHG?

On 10-year performance, SCHG leads with 18.65% vs 10.44% for ISRA. On fees, SCHG is cheaper at 0.04% per year. On volatility, SCHG has been the lower-risk option at 5.91%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ISRA or SCHG?

Over the 10-year period, SCHG has performed better with a 18.65% return vs 10.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ISRA or SCHG?

SCHG is cheaper with a 0.04% expense ratio, compared with 0.59% for ISRA.

Which ETF pays a higher dividend yield, ISRA or SCHG?

ISRA has the higher dividend yield at 1.39%, compared with 0.38% for SCHG.

What is the main difference between ISRA and SCHG?

ISRA is categorized as Global Equities, while SCHG is Large Cap Growth Equities. ISRA tracks BlueStar Israel Global Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: VanEck and Charles Schwab. Their fees differ too: 0.59% for ISRA and 0.04% for SCHG.

Which has better risk-adjusted returns?

ISRA currently has the higher Sharpe Ratio (1.31 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.