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

Correlation

The correlation between KOD and SCHG is 0.38, 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.

KOD vs. SCHG

Last updated Jun 1, 2025

Compare and contrast key facts about Kodiak Sciences Inc. (KOD) 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: KOD or SCHG.

Performance

KOD vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kodiak Sciences Inc. (KOD) 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

Sharpe Ratio

KOD:

0.13

SCHG:

0.68

Sortino Ratio

KOD:

0.93

SCHG:

0.98

Omega Ratio

KOD:

1.11

SCHG:

1.13

Calmar Ratio

KOD:

0.14

SCHG:

0.63

Martin Ratio

KOD:

0.33

SCHG:

2.07

Ulcer Index

KOD:

40.23%

SCHG:

7.13%

Daily Std Dev

KOD:

97.74%

SCHG:

25.37%

Max Drawdown

KOD:

-99.15%

SCHG:

-34.59%

Current Drawdown

KOD:

-97.93%

SCHG:

-5.20%

Returns By Period

In the year-to-date period, KOD achieves a -65.83% return, which is significantly lower than SCHG's -1.01% return.

KOD

YTD

-65.83%

1M

-24.28%

6M

-49.03%

1Y

6.92%

3Y*

-22.27%

5Y*

-44.51%

10Y*

N/A

SCHG

YTD

-1.01%

1M

7.20%

6M

-0.61%

1Y

17.22%

3Y*

21.07%

5Y*

18.23%

10Y*

15.84%

*Annualized

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Kodiak Sciences Inc.

Schwab U.S. Large-Cap Growth ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

KOD vs. SCHG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KOD
The Risk-Adjusted Performance Rank of KOD is 5858
Overall Rank
The Sharpe Ratio Rank of KOD is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of KOD is 6363
Sortino Ratio Rank
The Omega Ratio Rank of KOD is 5959
Omega Ratio Rank
The Calmar Ratio Rank of KOD is 5757
Calmar Ratio Rank
The Martin Ratio Rank of KOD is 5555
Martin Ratio Rank
SCHG
The Risk-Adjusted Performance Rank of SCHG is 5757
Overall Rank
The Sharpe Ratio Rank of SCHG is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHG is 5656
Sortino Ratio Rank
The Omega Ratio Rank of SCHG is 5555
Omega Ratio Rank
The Calmar Ratio Rank of SCHG is 6262
Calmar Ratio Rank
The Martin Ratio Rank of SCHG is 5454
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.

KOD vs. SCHG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kodiak Sciences Inc. (KOD) 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 KOD Sharpe Ratio is 0.13, which is lower than the SCHG Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of KOD 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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

KOD vs. SCHG - Dividend Comparison

KOD has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.

TTM20242023202220212020201920182017201620152014
KOD
Kodiak Sciences Inc.		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		0.41%0.39%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%1.09%

Drawdowns

KOD vs. SCHG - Drawdown Comparison

The maximum KOD drawdown since its inception was -99.15%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KOD and SCHG.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

KOD vs. SCHG - Volatility Comparison

Kodiak Sciences Inc. (KOD) has a higher volatility of 39.86% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.75%. This indicates that KOD'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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