PSWD.DE vs. SCHG
Compare and contrast key facts about Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) and Schwab U.S. Large-Cap Growth ETF (SCHG).
PSWD.DE and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSWD.DE is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI All-World 3000. It was launched on Dec 3, 2007. 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 PSWD.DE 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: PSWD.DE or SCHG.
Correlation
The correlation between PSWD.DE and SCHG is 0.42, 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
PSWD.DE vs. SCHG - Performance Comparison
Key characteristics
PSWD.DE:
2.04
SCHG:
1.63
PSWD.DE:
2.72
SCHG:
2.18
PSWD.DE:
1.40
SCHG:
1.29
PSWD.DE:
2.63
SCHG:
2.36
PSWD.DE:
11.74
SCHG:
8.91
PSWD.DE:
1.84%
SCHG:
3.27%
PSWD.DE:
10.64%
SCHG:
17.93%
PSWD.DE:
-36.39%
SCHG:
-34.59%
PSWD.DE:
-0.16%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, PSWD.DE achieves a 6.21% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, PSWD.DE has underperformed SCHG with an annualized return of 9.10%, while SCHG has yielded a comparatively higher 16.51% annualized return.
PSWD.DE
6.21%
2.29%
13.25%
20.56%
11.11%
9.10%
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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PSWD.DE vs. SCHG - Expense Ratio Comparison
PSWD.DE has a 0.39% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
PSWD.DE vs. SCHG — Risk-Adjusted Performance Rank
PSWD.DE
SCHG
PSWD.DE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) 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
PSWD.DE vs. SCHG - Dividend Comparison
PSWD.DE's dividend yield for the trailing twelve months is around 2.14%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 2.14% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% | 0.83% |
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
PSWD.DE vs. SCHG - Drawdown Comparison
The maximum PSWD.DE drawdown since its inception was -36.39%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for PSWD.DE and SCHG. For additional features, visit the drawdowns tool.
Volatility
PSWD.DE vs. SCHG - Volatility Comparison
The current volatility for Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) is 1.98%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that PSWD.DE experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.