MKTW vs. SCHG

In the year-to-date period, MKTW achieves a 64.39% return, which is significantly higher than SCHG's -0.90% return.

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This table presents a comparison of risk-adjusted performance metrics for MarketWise, Inc. (MKTW) 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 MKTW Sharpe Ratio is -0.30, which is lower than the SCHG Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of MKTW 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.

MKTW's dividend yield for the trailing twelve months is around 8.73%, more than SCHG's 0.41% yield.

The maximum MKTW drawdown since its inception was -96.41%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MKTW and SCHG.

MarketWise, Inc. (MKTW) has a higher volatility of 15.12% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.74%. This indicates that MKTW'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.