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SCHE vs. UNG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHE vs. UNG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Emerging Markets Equity ETF (SCHE) and United States Natural Gas Fund LP (UNG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHE achieves a 10.50% return, which is significantly higher than UNG's -7.42% return. Over the past 10 years, SCHE has outperformed UNG with an annualized return of 9.02%, while UNG has yielded a comparatively lower -21.38% annualized return.


SCHE

1D
0.84%
1M
-0.58%
YTD
10.50%
6M
12.18%
1Y
26.49%
3Y*
16.79%
5Y*
4.83%
10Y*
9.02%

UNG

1D
1.70%
1M
1.70%
YTD
-7.42%
6M
-10.84%
1Y
-30.62%
3Y*
-23.83%
5Y*
-24.47%
10Y*
-21.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHE vs. UNG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHE
Schwab Emerging Markets Equity ETF
10.50%26.54%10.60%8.93%-17.84%-0.65%14.49%20.31%-13.57%32.70%
UNG
United States Natural Gas Fund LP
-7.42%-27.07%-17.11%-64.04%12.89%35.76%-45.43%-31.77%5.96%-37.58%

Correlation

The correlation between SCHE and UNG is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.19

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

-0.03

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

0.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jan 14, 2010

0.03

The correlation between SCHE and UNG shifts across timeframes, from -0.19 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SCHE vs. UNG — Risk / Return Rank

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

SCHE
SCHE Risk / Return Rank: 4949
Overall Rank
SCHE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
SCHE Sortino Ratio Rank: 4646
Sortino Ratio Rank
SCHE Omega Ratio Rank: 4949
Omega Ratio Rank
SCHE Calmar Ratio Rank: 5050
Calmar Ratio Rank
SCHE Martin Ratio Rank: 5252
Martin Ratio Rank

UNG
UNG Risk / Return Rank: 55
Overall Rank
UNG Sharpe Ratio Rank: 55
Sharpe Ratio Rank
UNG Sortino Ratio Rank: 66
Sortino Ratio Rank
UNG Omega Ratio Rank: 66
Omega Ratio Rank
UNG Calmar Ratio Rank: 44
Calmar Ratio Rank
UNG Martin Ratio Rank: 55
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.

SCHE vs. UNG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Emerging Markets Equity ETF (SCHE) and United States Natural Gas Fund LP (UNG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCHEUNGDifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.40

Omega ratioGain probability vs. loss probability

1.27

0.95

+0.32

Calmar ratioReturn relative to maximum drawdown

2.18

-0.67

+2.86

Martin ratioReturn relative to average drawdown

7.70

-0.97

+8.67

SCHE vs. UNG - Sharpe Ratio Comparison

The current SCHE Sharpe Ratio is 1.45, which is higher than the UNG Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of SCHE and UNG, 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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Drawdowns

SCHE vs. UNG - Drawdown Comparison

The maximum SCHE drawdown since its inception was -36.20%, smaller than the maximum UNG drawdown of -99.88%. Use the drawdown chart below to compare losses from any high point for SCHE and UNG.


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Drawdown Indicators


SCHEUNGDifference

Max Drawdown

Largest peak-to-trough decline

-36.20%

-99.88%

+63.68%

Max Drawdown (1Y)

Largest decline over 1 year

-11.29%

-43.86%

+32.57%

Max Drawdown (3Y)

Largest decline over 3 years

-17.08%

-68.16%

+51.08%

Max Drawdown (5Y)

Largest decline over 5 years

-33.31%

-92.49%

+59.18%

Max Drawdown (10Y)

Largest decline over 10 years

-36.20%

-93.55%

+57.35%

Current Drawdown

Current decline from peak

-2.66%

-99.86%

+97.20%

Average Drawdown

Average peak-to-trough decline

-12.58%

-89.96%

+77.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

30.28%

-27.08%

Volatility

SCHE vs. UNG - Volatility Comparison

The current volatility for Schwab Emerging Markets Equity ETF (SCHE) is 6.91%, while United States Natural Gas Fund LP (UNG) has a volatility of 12.64%. This indicates that SCHE experiences smaller price fluctuations and is considered to be less risky than UNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHEUNGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.91%

12.64%

-5.73%

Volatility (6M)

Calculated over the trailing 6-month period

14.48%

52.01%

-37.53%

Volatility (1Y)

Calculated over the trailing 1-year period

16.97%

60.61%

-43.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.79%

64.11%

-46.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.49%

54.77%

-35.28%

SCHE vs. UNG - Expense Ratio Comparison

SCHE has a 0.11% expense ratio, which is lower than UNG's 1.28% expense ratio.


Dividends

SCHE vs. UNG - Dividend Comparison

SCHE's dividend yield for the trailing twelve months is around 2.61%, while UNG has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SCHE
Schwab Emerging Markets Equity ETF
2.61%2.88%3.03%3.83%2.88%2.86%2.09%3.27%2.64%2.31%2.27%2.50%
UNG
United States Natural Gas Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SCHE and UNG have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UNG has higher volatility (12.64%) compared to SCHE (6.91%). In terms of maximum drawdown, SCHE dropped -36.20% vs UNG's -99.88%.

On 10-year performance, SCHE leads with 9.02% vs -21.38% for UNG. On fees, SCHE is cheaper at 0.11% per year. On volatility, SCHE has been the lower-risk option at 6.91%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHE has performed better with a 9.02% return vs -21.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHE is cheaper with a 0.11% expense ratio, compared with 1.28% for UNG.

SCHE has the higher dividend yield at 2.61%, compared with 0.00% for UNG.

SCHE is categorized as Emerging Markets Equities, while UNG is Oil & Gas. SCHE tracks FTSE Emerging Index, while UNG tracks Front Month Natural Gas. They also come from different issuers: Charles Schwab and Concierge Technologies. Their fees differ too: 0.11% for SCHE and 1.28% for UNG.

SCHE currently has the higher Sharpe Ratio (1.45 vs -0.49), 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 SCHE and UNG

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