SCHG vs. EXI2.DE
SCHG (Schwab U.S. Large-Cap Growth ETF) and EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) are both exchange-traded funds - SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, while EXI2.DE is a Global Equities fund tracking the Dow Jones Global Titans 50. Both are passively managed. Over the past 10 years, SCHG returned 18.50%/yr vs 16.26%/yr for EXI2.DE. A 0.60 correlation means they provide meaningful diversification when combined. SCHG charges 0.04%/yr vs 0.51%/yr for EXI2.DE.
Performance
SCHG vs. EXI2.DE - Performance Comparison
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Different Trading Currencies
SCHG is traded in USD, while EXI2.DE is traded in EUR. To make them comparable, the EXI2.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 2.58% return, which is significantly lower than EXI2.DE's 6.96% return. Over the past 10 years, SCHG has outperformed EXI2.DE with an annualized return of 18.50%, while EXI2.DE has yielded a comparatively lower 16.26% annualized return.
SCHG
- 1D
- 0.12%
- 1M
- -2.62%
- YTD
- 2.58%
- 6M
- 2.96%
- 1Y
- 18.71%
- 3Y*
- 22.68%
- 5Y*
- 14.33%
- 10Y*
- 18.50%
EXI2.DE
- 1D
- 1.10%
- 1M
- -1.65%
- YTD
- 6.96%
- 6M
- 8.83%
- 1Y
- 28.23%
- 3Y*
- 24.09%
- 5Y*
- 14.93%
- 10Y*
- 16.26%
SCHG vs. EXI2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 2.58% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 6.96% | 24.62% | 30.90% | 37.65% | -26.18% | 25.45% | 21.45% | 32.29% | -5.52% | 21.43% |
Correlation
The correlation between SCHG and EXI2.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2009 | 0.60 |
The correlation between SCHG and EXI2.DE shifts across timeframes, from 0.59 (10 years) to 0.71 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SCHG vs. EXI2.DE — Risk / Return Rank
SCHG
EXI2.DE
SCHG vs. EXI2.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 Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
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.
| SCHG | EXI2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.75 | -1.60 |
| Martin ratioReturn relative to average drawdown | 3.78 | 11.12 | -7.35 |
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Drawdowns
SCHG vs. EXI2.DE - Drawdown Comparison
The maximum SCHG drawdown since its inception was -34.59%, smaller than the maximum EXI2.DE drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SCHG and EXI2.DE.
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Drawdown Indicators
| SCHG | EXI2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -55.20% | +20.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.41% | -10.23% | -6.18% |
Max Drawdown (3Y)Largest decline over 3 years | -23.39% | -21.00% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -29.55% | -5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -30.51% | -4.08% |
Current DrawdownCurrent decline from peak | -5.33% | -4.81% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -10.26% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.53% | +2.43% |
Volatility
SCHG vs. EXI2.DE - Volatility Comparison
Schwab U.S. Large-Cap Growth ETF (SCHG) has a higher volatility of 5.14% compared to iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) at 3.91%. This indicates that SCHG's price experiences larger fluctuations and is considered to be riskier than EXI2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHG | EXI2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 3.91% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.30% | 10.25% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 13.96% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.33% | 17.43% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.58% | 16.98% | +4.60% |
SCHG vs. EXI2.DE - Expense Ratio Comparison
SCHG has a 0.04% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Dividends
SCHG vs. EXI2.DE - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.38%, more than EXI2.DE's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.34% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 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 EXI2.DE have a correlation of 0.71, 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 0.51% for EXI2.DE.
SCHG is categorized as Large Cap Growth Equities, while EXI2.DE is Global Equities. SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index, while EXI2.DE tracks Dow Jones Global Titans 50. They also come from different issuers: Charles Schwab and iShares. Their fees differ too: 0.04% for SCHG and 0.51% for EXI2.DE.
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