QVMP.DE vs. SCHG
Compare and contrast key facts about Invesco S&P 500 QVM UCITS ETF (QVMP.DE) and Schwab U.S. Large-Cap Growth ETF (SCHG).
QVMP.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. QVMP.DE is a passively managed fund by Invesco that tracks the performance of the S&P 500 Quality, Value & Momentum Multi-Factor. It was launched on May 18, 2017. 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 QVMP.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: QVMP.DE or SCHG.
Correlation
The correlation between QVMP.DE and SCHG is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QVMP.DE vs. SCHG - Performance Comparison
Key characteristics
QVMP.DE:
2.45
SCHG:
1.73
QVMP.DE:
3.45
SCHG:
2.30
QVMP.DE:
1.45
SCHG:
1.31
QVMP.DE:
4.46
SCHG:
2.52
QVMP.DE:
16.37
SCHG:
9.50
QVMP.DE:
2.10%
SCHG:
3.27%
QVMP.DE:
14.16%
SCHG:
17.95%
QVMP.DE:
-33.87%
SCHG:
-34.59%
QVMP.DE:
-0.62%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, QVMP.DE achieves a 6.85% return, which is significantly higher than SCHG's 3.84% return.
QVMP.DE
6.85%
3.24%
17.15%
31.54%
19.20%
N/A
SCHG
3.84%
2.30%
13.39%
30.29%
18.43%
16.54%
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QVMP.DE vs. SCHG - Expense Ratio Comparison
QVMP.DE has a 0.35% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
QVMP.DE vs. SCHG — Risk-Adjusted Performance Rank
QVMP.DE
SCHG
QVMP.DE vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 QVM UCITS ETF (QVMP.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
QVMP.DE vs. SCHG - Dividend Comparison
QVMP.DE's dividend yield for the trailing twelve months is around 0.76%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QVMP.DE Invesco S&P 500 QVM UCITS ETF | 0.76% | 0.82% | 1.61% | 1.82% | 0.86% | 1.58% | 1.38% | 1.31% | 0.72% | 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
QVMP.DE vs. SCHG - Drawdown Comparison
The maximum QVMP.DE drawdown since its inception was -33.87%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for QVMP.DE and SCHG. For additional features, visit the drawdowns tool.
Volatility
QVMP.DE vs. SCHG - Volatility Comparison
The current volatility for Invesco S&P 500 QVM UCITS ETF (QVMP.DE) is 2.81%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.13%. This indicates that QVMP.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.