IVNQX vs. SCHG

In the year-to-date period, IVNQX achieves a 1.93% return, which is significantly higher than SCHG's -0.80% return.

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IVNQX has a 0.29% expense ratio, which is higher than SCHG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq 100 Index Fund (IVNQX) 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.

The current IVNQX Sharpe Ratio is 0.59, which is comparable to the SCHG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of IVNQX and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IVNQX's dividend yield for the trailing twelve months is around 0.60%, more than SCHG's 0.41% yield.

The maximum IVNQX drawdown since its inception was -35.13%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for IVNQX and SCHG. For additional features, visit the drawdowns tool.

Invesco Nasdaq 100 Index Fund (IVNQX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 5.66% and 5.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.