Correlation
The correlation between KLBAY and SCHG is 0.19, 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.
KLBAY vs. SCHG
Compare and contrast key facts about Klabin Sa A (KLBAY) 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: KLBAY or SCHG.
Performance
KLBAY vs. SCHG - Performance Comparison
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Key characteristics
KLBAY:
-0.24
SCHG:
0.61
KLBAY:
0.11
SCHG:
1.02
KLBAY:
1.01
SCHG:
1.14
KLBAY:
-0.15
SCHG:
0.66
KLBAY:
-0.29
SCHG:
2.18
KLBAY:
15.54%
SCHG:
7.12%
KLBAY:
42.88%
SCHG:
25.37%
KLBAY:
-74.28%
SCHG:
-34.59%
KLBAY:
-18.66%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, KLBAY achieves a -1.05% return, which is significantly lower than SCHG's -0.90% return. Over the past 10 years, KLBAY has underperformed SCHG with an annualized return of -0.32%, while SCHG has yielded a comparatively higher 15.86% annualized return.
KLBAY
-1.05%
5.76%
-2.15%
-7.79%
-0.50%
5.90%
-0.32%
SCHG
-0.90%
8.58%
0.32%
15.40%
20.90%
18.26%
15.86%
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Risk-Adjusted Performance
KLBAY vs. SCHG — Risk-Adjusted Performance Rank
KLBAY
SCHG
KLBAY vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Klabin Sa A (KLBAY) 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
KLBAY vs. SCHG - Dividend Comparison
KLBAY's dividend yield for the trailing twelve months is around 4.91%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KLBAY Klabin Sa A | 4.91% | 6.78% | 5.45% | 7.68% | 1.41% | 0.10% | 3.70% | 7.14% | 3.25% | 3.31% | 2.05% | 3.19% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
KLBAY vs. SCHG - Drawdown Comparison
The maximum KLBAY drawdown since its inception was -74.28%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KLBAY and SCHG.
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Volatility
KLBAY vs. SCHG - Volatility Comparison
Klabin Sa A (KLBAY) has a higher volatility of 17.96% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.74%. This indicates that KLBAY'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.
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