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LEO-USD vs. SCHG
Performance
Return for Risk
Drawdowns
Volatility

Performance

LEO-USD vs. SCHG - Performance Comparison

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

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Returns By Period

In the year-to-date period, LEO-USD achieves a 2.47% return, which is significantly lower than SCHG's 6.78% return.


LEO-USD

1D
-0.80%
1M
-4.23%
YTD
2.47%
6M
1.79%
1Y
9.84%
3Y*
41.19%
5Y*
30.36%
10Y*

SCHG

1D
0.35%
1M
4.73%
YTD
6.78%
6M
6.01%
1Y
24.63%
3Y*
25.14%
5Y*
15.67%
10Y*
18.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LEO-USD vs. SCHG - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
LEO-USD
UNUS SED LEO
2.47%6.43%128.19%10.13%-4.23%177.40%66.40%-21.30%
SCHG
Schwab U.S. Large-Cap Growth ETF
6.78%17.50%34.95%50.10%-31.80%28.11%39.14%15.92%

Correlation

The correlation between LEO-USD and SCHG is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (All Time)
Calculated using the full available price history since May 22, 2019

0.03

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Return for Risk

LEO-USD vs. SCHG — Risk / Return Rank

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

LEO-USD
LEO-USD Risk / Return Rank: 9191
Overall Rank
LEO-USD Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
LEO-USD Sortino Ratio Rank: 8585
Sortino Ratio Rank
LEO-USD Omega Ratio Rank: 9090
Omega Ratio Rank
LEO-USD Calmar Ratio Rank: 9292
Calmar Ratio Rank
LEO-USD Martin Ratio Rank: 9595
Martin Ratio Rank

SCHG
SCHG Risk / Return Rank: 4040
Overall Rank
SCHG Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
SCHG Sortino Ratio Rank: 4444
Sortino Ratio Rank
SCHG Omega Ratio Rank: 4545
Omega Ratio Rank
SCHG Calmar Ratio Rank: 3131
Calmar Ratio Rank
SCHG Martin Ratio Rank: 3434
Martin Ratio Rank
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.

LEO-USD vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UNUS SED LEO (LEO-USD) 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.


LEO-USDSCHGDifference
Sharpe ratioReturn per unit of total volatility

-1.40

Sortino ratioReturn per unit of downside risk

-1.58

Omega ratioGain probability vs. loss probability

1.11

1.28

-0.17

Calmar ratioReturn relative to maximum drawdown

0.31

1.51

-1.20

Martin ratioReturn relative to average drawdown

1.44

5.04

-3.60

LEO-USD vs. SCHG - Sharpe Ratio Comparison

The current LEO-USD Sharpe Ratio is 0.19, which is lower than the SCHG Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of LEO-USD 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.


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Sharpe Ratios by Period


LEO-USDSCHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

1.60

-1.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.71

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.85

-0.17

Drawdowns

LEO-USD vs. SCHG - Drawdown Comparison

The maximum LEO-USD drawdown since its inception was -58.67%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for LEO-USD and SCHG.


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Drawdown Indicators


LEO-USDSCHGDifference

Max Drawdown

Largest peak-to-trough decline

-58.67%

-34.59%

-24.08%

Max Drawdown (1Y)

Largest decline over 1 year

-31.62%

-16.41%

-15.21%

Max Drawdown (3Y)

Largest decline over 3 years

-31.62%

-23.39%

-8.23%

Max Drawdown (5Y)

Largest decline over 5 years

-55.67%

-34.59%

-21.08%

Max Drawdown (10Y)

Largest decline over 10 years

-34.59%

Current Drawdown

Current decline from peak

-4.73%

-1.44%

-3.29%

Average Drawdown

Average peak-to-trough decline

-27.97%

-5.20%

-22.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.05%

4.90%

+3.15%

Volatility

LEO-USD vs. SCHG - Volatility Comparison

UNUS SED LEO (LEO-USD) has a higher volatility of 5.80% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 3.61%. This indicates that LEO-USD'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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Volatility by Period


LEO-USDSCHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.80%

3.61%

+2.19%

Volatility (6M)

Calculated over the trailing 6-month period

49.36%

11.62%

+37.74%

Volatility (1Y)

Calculated over the trailing 1-year period

42.33%

15.49%

+26.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.63%

22.26%

+24.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.58%

21.55%

+25.03%

Frequently Asked Questions


LEO-USD and SCHG have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LEO-USD has higher volatility (5.80%) compared to SCHG (3.61%). In terms of maximum drawdown, LEO-USD dropped -58.67% vs SCHG's -34.59%.

SCHG currently has the higher Sharpe Ratio (1.60 vs 0.19), 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.

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