SMAR vs. SCHG
Compare and contrast key facts about Smartsheet Inc. (SMAR) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMAR or SCHG.
Correlation
The correlation between SMAR and SCHG is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMAR vs. SCHG - Performance Comparison
Key characteristics
SMAR:
0.64
SCHG:
2.22
SMAR:
1.23
SCHG:
2.86
SMAR:
1.17
SCHG:
1.40
SMAR:
0.36
SCHG:
3.13
SMAR:
1.82
SCHG:
12.34
SMAR:
11.23%
SCHG:
3.14%
SMAR:
31.87%
SCHG:
17.45%
SMAR:
-69.28%
SCHG:
-34.59%
SMAR:
-33.65%
SCHG:
-2.75%
Returns By Period
In the year-to-date period, SMAR achieves a 17.13% return, which is significantly lower than SCHG's 37.04% return.
SMAR
17.13%
0.25%
31.20%
17.52%
5.29%
N/A
SCHG
37.04%
3.40%
12.88%
37.14%
20.24%
16.77%
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Risk-Adjusted Performance
SMAR vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Smartsheet Inc. (SMAR) 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
SMAR vs. SCHG - Dividend Comparison
SMAR has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMAR Smartsheet Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
SMAR vs. SCHG - Drawdown Comparison
The maximum SMAR drawdown since its inception was -69.28%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SMAR and SCHG. For additional features, visit the drawdowns tool.
Volatility
SMAR vs. SCHG - Volatility Comparison
The current volatility for Smartsheet Inc. (SMAR) is 0.74%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.07%. This indicates that SMAR 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.