STCE vs. IOLZX
STCE (Schwab Crypto Thematic ETF) and IOLZX (ICON Equity Fund) are both funds - STCE is a Blockchain fund tracking the Schwab Crypto Thematic Index, while IOLZX is a Large Cap Growth Equities fund managed by ICON Funds. Over the past 3 years, STCE returned 39.06%/yr vs 21.36%/yr for IOLZX. Their 0.56 correlation means they have sometimes moved together and sometimes differently. STCE charges 0.30%/yr vs 1.04%/yr for IOLZX.
Performance
STCE vs. IOLZX - Performance Comparison
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Returns By Period
In the year-to-date period, STCE achieves a 8.56% return, which is significantly lower than IOLZX's 29.68% return.
STCE
- 1D
- 0.25%
- 1M
- -1.29%
- 6M
- 4.24%
- YTD
- 8.56%
- 1Y
- 22.67%
- 3Y*
- 39.06%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 26.73%
IOLZX
- 1D
- 0.88%
- 1M
- 2.30%
- 6M
- 17.99%
- YTD
- 29.68%
- 1Y
- 43.16%
- 3Y*
- 21.36%
- 5Y*
- 11.22%
- 10Y*
- 14.31%
- ALL TIME*
- 8.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IOLZX ICON Equity Fund | $0.00 | $0.00 | $0.00 |
| $6.33M | $7.66M | $10.53M |
STCE vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
STCE Schwab Crypto Thematic ETF | 8.56% | 36.12% | 41.76% | 108.65% | -40.98% |
IOLZX ICON Equity Fund | 29.68% | 15.81% | 16.87% | 12.13% | -1.25% |
Correlation
The correlation between STCE and IOLZX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2022 | 0.56 |
The correlation between STCE and IOLZX has been stable across timeframes, ranging from 0.52 to 0.56 - a consistent structural relationship.
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Return for Risk
STCE vs. IOLZX — Risk / Return Rank
STCE
IOLZX
STCE vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Crypto Thematic ETF (STCE) and ICON Equity Fund (IOLZX). 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.
| STCE | IOLZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.38 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 3.16 | -2.73 |
| Martin ratioReturn relative to average drawdown | 0.69 | 11.05 | -10.36 |
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Drawdowns
STCE vs. IOLZX - Drawdown Comparison
The maximum STCE drawdown since its inception was -54.11%, roughly equal to the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for STCE and IOLZX.
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Drawdown Indicators
| STCE | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.11% | -56.03% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -54.11% | -14.35% | -39.76% |
Max Drawdown (3Y)Largest decline over 3 years | -54.11% | -24.71% | -29.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.04% | — |
Current DrawdownCurrent decline from peak | -38.84% | -0.92% | -37.92% |
Average DrawdownAverage peak-to-trough decline | -22.50% | -12.55% | -9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.05% | 4.09% | +28.96% |
Volatility
STCE vs. IOLZX - Volatility Comparison
Schwab Crypto Thematic ETF (STCE) has a higher volatility of 20.36% compared to ICON Equity Fund (IOLZX) at 5.65%. This indicates that STCE's price experiences larger fluctuations and is considered to be riskier than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STCE | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.36% | 5.65% | +14.71% |
Volatility (6M)Calculated over the trailing 6-month period | 44.42% | 16.25% | +28.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.97% | 20.03% | +43.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.31% | 21.55% | +34.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.31% | 22.34% | +33.97% |
STCE vs. IOLZX - Expense Ratio Comparison
STCE has a 0.30% expense ratio, which is lower than IOLZX's 1.04% expense ratio.
Dividends
STCE vs. IOLZX - Dividend Comparison
STCE's dividend yield for the trailing twelve months is around 1.74%, less than IOLZX's 8.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IOLZX ICON Equity Fund | 8.24% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% |
STCE Schwab Crypto Thematic ETF | 1.74% | 1.96% | 0.64% | 0.31% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STCE and IOLZX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STCE has higher volatility (20.36%) compared to IOLZX (5.65%). In terms of maximum drawdown, STCE dropped -54.11% vs IOLZX's -56.03%.
IOLZX currently has the higher Sharpe Ratio (2.26 vs 0.36), 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.
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