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SCHG vs. EUNY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHG vs. EUNY.DE - Performance Comparison

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

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Different Trading Currencies

SCHG is traded in USD, while EUNY.DE is traded in EUR. To make them comparable, the EUNY.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SCHG achieves a 3.75% return, which is significantly lower than EUNY.DE's 10.16% return. Over the past 10 years, SCHG has outperformed EUNY.DE with an annualized return of 18.53%, while EUNY.DE has yielded a comparatively lower 7.38% annualized return.


SCHG

1D
0.15%
1M
-0.94%
YTD
3.75%
6M
2.93%
1Y
20.82%
3Y*
24.03%
5Y*
14.90%
10Y*
18.53%

EUNY.DE

1D
-0.45%
1M
-3.77%
YTD
10.16%
6M
12.47%
1Y
27.56%
3Y*
20.45%
5Y*
4.30%
10Y*
7.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHG vs. EUNY.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHG
Schwab U.S. Large-Cap Growth ETF
3.75%17.50%34.95%50.10%-31.80%28.11%39.14%36.02%-1.36%28.05%
EUNY.DE
iShares Emerging Markets Dividend UCITS ETF
10.16%28.66%5.96%19.01%-30.20%10.52%-3.07%15.81%-6.18%26.11%

Correlation

The correlation between SCHG and EUNY.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

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

0.33

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

0.36

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

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2012

0.41

The correlation between SCHG and EUNY.DE shifts across timeframes, from 0.33 (3 years) to 0.44 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SCHG vs. EUNY.DE — Risk / Return Rank

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

SCHG
SCHG Risk / Return Rank: 3636
Overall Rank
SCHG Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SCHG Sortino Ratio Rank: 3939
Sortino Ratio Rank
SCHG Omega Ratio Rank: 4040
Omega Ratio Rank
SCHG Calmar Ratio Rank: 2929
Calmar Ratio Rank
SCHG Martin Ratio Rank: 3232
Martin Ratio Rank

EUNY.DE
EUNY.DE Risk / Return Rank: 7474
Overall Rank
EUNY.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EUNY.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
EUNY.DE Omega Ratio Rank: 6464
Omega Ratio Rank
EUNY.DE Calmar Ratio Rank: 9292
Calmar Ratio Rank
EUNY.DE Martin Ratio Rank: 8484
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.

SCHG vs. EUNY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) and iShares Emerging Markets Dividend UCITS ETF (EUNY.DE). 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.


SCHGEUNY.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.73

Sortino ratioReturn per unit of downside risk

-0.98

Omega ratioGain probability vs. loss probability

1.24

1.35

-0.11

Calmar ratioReturn relative to maximum drawdown

1.27

4.80

-3.52

Martin ratioReturn relative to average drawdown

4.25

13.42

-9.17

SCHG vs. EUNY.DE - Sharpe Ratio Comparison

The current SCHG Sharpe Ratio is 1.33, which is lower than the EUNY.DE Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of SCHG and EUNY.DE, 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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Sharpe Ratios by Period


SCHGEUNY.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

2.06

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.25

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.41

+0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

0.18

+0.65

Drawdowns

SCHG vs. EUNY.DE - Drawdown Comparison

The maximum SCHG drawdown since its inception was -34.59%, smaller than the maximum EUNY.DE drawdown of -48.41%. Use the drawdown chart below to compare losses from any high point for SCHG and EUNY.DE.


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Drawdown Indicators


SCHGEUNY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.59%

-48.41%

+13.82%

Max Drawdown (1Y)

Largest decline over 1 year

-16.41%

-5.73%

-10.68%

Max Drawdown (3Y)

Largest decline over 3 years

-23.39%

-14.74%

-8.65%

Max Drawdown (5Y)

Largest decline over 5 years

-34.59%

-40.81%

+6.22%

Max Drawdown (10Y)

Largest decline over 10 years

-34.59%

-40.81%

+6.22%

Current Drawdown

Current decline from peak

-4.25%

-3.96%

-0.29%

Average Drawdown

Average peak-to-trough decline

-5.20%

-15.76%

+10.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.91%

2.05%

+2.86%

Volatility

SCHG vs. EUNY.DE - Volatility Comparison

The current volatility for Schwab U.S. Large-Cap Growth ETF (SCHG) is 4.52%, while iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) has a volatility of 5.13%. This indicates that SCHG experiences smaller price fluctuations and is considered to be less risky than EUNY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHGEUNY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.52%

5.13%

-0.61%

Volatility (6M)

Calculated over the trailing 6-month period

12.02%

11.02%

+1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

15.77%

13.37%

+2.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.31%

17.37%

+4.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.58%

17.83%

+3.75%

SCHG vs. EUNY.DE - Expense Ratio Comparison

SCHG has a 0.04% expense ratio, which is lower than EUNY.DE's 0.65% expense ratio.


Dividends

SCHG vs. EUNY.DE - Dividend Comparison

SCHG's dividend yield for the trailing twelve months is around 0.37%, less than EUNY.DE's 5.32% yield.


PositionTTM20252024202320222021202020192018201720162015
EUNY.DE
iShares Emerging Markets Dividend UCITS ETF
5.32%5.82%7.72%8.04%9.56%6.35%5.09%5.57%5.65%4.09%4.35%6.37%
SCHG
Schwab U.S. Large-Cap Growth ETF
0.37%0.36%0.39%0.46%0.55%0.42%0.52%0.82%1.27%1.01%1.04%1.22%

Frequently Asked Questions


SCHG and EUNY.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCHG is cheaper with a 0.04% expense ratio, compared with 0.65% for EUNY.DE.

SCHG is categorized as Large Cap Growth Equities, while EUNY.DE is Emerging Markets Equities. SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index, while EUNY.DE tracks Dow Jones Emerging Markets Select Dividend. They also come from different issuers: Charles Schwab and iShares. Their fees differ too: 0.04% for SCHG and 0.65% for EUNY.DE.

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