LCUS.L vs. SCHG
Compare and contrast key facts about Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) and Schwab U.S. Large-Cap Growth ETF (SCHG).
LCUS.L and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCUS.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Feb 27, 2018. 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 LCUS.L 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: LCUS.L or SCHG.
Correlation
The correlation between LCUS.L and SCHG is 0.58, 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
LCUS.L vs. SCHG - Performance Comparison
Key characteristics
LCUS.L:
0.89
SCHG:
1.64
LCUS.L:
1.42
SCHG:
2.19
LCUS.L:
1.36
SCHG:
1.30
LCUS.L:
1.48
SCHG:
2.37
LCUS.L:
6.91
SCHG:
8.98
LCUS.L:
3.57%
SCHG:
3.27%
LCUS.L:
27.55%
SCHG:
17.91%
LCUS.L:
-26.00%
SCHG:
-34.59%
LCUS.L:
-16.60%
SCHG:
-1.27%
Returns By Period
In the year-to-date period, LCUS.L achieves a 3.57% return, which is significantly higher than SCHG's 3.09% return.
LCUS.L
3.57%
-0.14%
14.24%
24.63%
29.42%
N/A
SCHG
3.09%
0.91%
13.95%
31.06%
18.74%
16.44%
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LCUS.L vs. SCHG - Expense Ratio Comparison
Both LCUS.L and SCHG have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
LCUS.L vs. SCHG — Risk-Adjusted Performance Rank
LCUS.L
SCHG
LCUS.L vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) 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
LCUS.L vs. SCHG - Dividend Comparison
LCUS.L's dividend yield for the trailing twelve months is around 0.80%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCUS.L Lyxor Core Morningstar US (DR) UCITS ETF | 0.80% | 0.83% | 0.77% | 0.69% | 0.48% | 0.02% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
LCUS.L vs. SCHG - Drawdown Comparison
The maximum LCUS.L drawdown since its inception was -26.00%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for LCUS.L and SCHG. For additional features, visit the drawdowns tool.
Volatility
LCUS.L vs. SCHG - Volatility Comparison
Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) has a higher volatility of 26.21% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.79%. This indicates that LCUS.L'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.