PortfoliosLab logoPortfoliosLab logo
QTUM-USD vs. SCHG
Performance
Return for Risk
Drawdowns
Volatility

Performance

QTUM-USD vs. SCHG - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, QTUM-USD achieves a -39.34% return, which is significantly lower than SCHG's 7.74% return.


QTUM-USD

1D
-5.60%
1M
-6.79%
YTD
-39.34%
6M
-46.74%
1Y
-60.73%
3Y*
-32.78%
5Y*
-42.02%
10Y*

SCHG

1D
-0.57%
1M
5.91%
YTD
7.74%
6M
7.31%
1Y
27.05%
3Y*
25.53%
5Y*
16.21%
10Y*
18.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QTUM-USD vs. SCHG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QTUM-USD
QTUM
-39.34%-55.51%-19.33%103.93%-79.08%293.16%38.57%-24.72%-96.59%422.64%
SCHG
Schwab U.S. Large-Cap Growth ETF
7.74%17.50%34.95%50.10%-31.80%28.11%39.14%36.02%-1.36%3.38%

Correlation

The correlation between QTUM-USD and SCHG is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.22

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

0.24

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2017

0.17

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

QTUM-USD vs. SCHG — Risk / Return Rank

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

QTUM-USD
QTUM-USD Risk / Return Rank: 3232
Overall Rank
QTUM-USD Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
QTUM-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
QTUM-USD Omega Ratio Rank: 3737
Omega Ratio Rank
QTUM-USD Calmar Ratio Rank: 3232
Calmar Ratio Rank
QTUM-USD Martin Ratio Rank: 2222
Martin Ratio Rank

SCHG
SCHG Risk / Return Rank: 4343
Overall Rank
SCHG Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SCHG Sortino Ratio Rank: 4848
Sortino Ratio Rank
SCHG Omega Ratio Rank: 4949
Omega Ratio Rank
SCHG Calmar Ratio Rank: 3434
Calmar Ratio Rank
SCHG Martin Ratio Rank: 3636
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.

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

This table presents a comparison of risk-adjusted performance metrics for QTUM (QTUM-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.


QTUM-USDSCHGDifference

Sharpe ratio

Return per unit of total volatility

-0.76

1.76

-2.52

Sortino ratio

Return per unit of downside risk

-1.08

2.37

-3.45

Omega ratio

Gain probability vs. loss probability

0.89

1.31

-0.41

Calmar ratio

Return relative to maximum drawdown

-1.13

1.70

-2.83

Martin ratio

Return relative to average drawdown

-1.52

5.70

-7.22

QTUM-USD vs. SCHG - Sharpe Ratio Comparison

The current QTUM-USD Sharpe Ratio is -0.76, which is lower than the SCHG Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of QTUM-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.


Loading charts...

Sharpe Ratios by Period


QTUM-USDSCHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.76

1.76

-2.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

0.73

-1.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.23

0.85

-1.07

Drawdowns

QTUM-USD vs. SCHG - Drawdown Comparison

The maximum QTUM-USD drawdown since its inception was -99.16%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for QTUM-USD and SCHG.


Loading charts...

Drawdown Indicators


QTUM-USDSCHGDifference

Max Drawdown

Largest peak-to-trough decline

-99.16%

-34.59%

-64.57%

Max Drawdown (1Y)

Largest decline over 1 year

-74.30%

-16.41%

-57.89%

Max Drawdown (3Y)

Largest decline over 3 years

-86.04%

-23.39%

-62.65%

Max Drawdown (5Y)

Largest decline over 5 years

-95.52%

-34.59%

-60.93%

Max Drawdown (10Y)

Largest decline over 10 years

-34.59%

Current Drawdown

Current decline from peak

-99.14%

-0.57%

-98.57%

Average Drawdown

Average peak-to-trough decline

-93.27%

-5.20%

-88.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

49.77%

4.90%

+44.87%

Volatility

QTUM-USD vs. SCHG - Volatility Comparison

QTUM (QTUM-USD) has a higher volatility of 17.06% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 3.31%. This indicates that QTUM-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.


Loading charts...

Volatility by Period


QTUM-USDSCHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.06%

3.31%

+13.75%

Volatility (6M)

Calculated over the trailing 6-month period

50.05%

11.56%

+38.49%

Volatility (1Y)

Calculated over the trailing 1-year period

66.37%

15.45%

+50.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.42%

22.27%

+56.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

99.44%

21.55%

+77.89%

Frequently Asked Questions


QTUM-USD and SCHG have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QTUM-USD has higher volatility (17.06%) compared to SCHG (3.31%). In terms of maximum drawdown, QTUM-USD dropped -99.16% vs SCHG's -34.59%.

SCHG currently has the higher Sharpe Ratio (1.76 vs -0.76), 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.

Portfolio Optimizer

Find the right allocation for QTUM-USD and SCHG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer