TIGR vs. SCHW

Last updated Apr 2, 2026

Compare and contrast key facts about UP Fintech Holding Limited (TIGR) and The Charles Schwab Corporation (SCHW).

Performance

TIGR vs. SCHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UP Fintech Holding Limited (TIGR) and The Charles Schwab Corporation (SCHW). The values are adjusted to include any dividend payments, if applicable.

TIGR vs. SCHW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
TIGR UP Fintech Holding Limited	-32.74%	47.99%	46.15%	29.62%	-30.55%	-38.16%	123.66%	-67.49%
SCHW The Charles Schwab Corporation	-7.24%	36.65%	9.17%	-15.97%	0.11%	60.23%	13.57%	8.06%

Fundamentals

Market Cap TIGR : $1.21B SCHW : $164.12B
EPS TIGR : $0.91 SCHW : $4.91
PE Ratio TIGR : 7.03 SCHW : 18.82
PEG Ratio TIGR : 0.08 SCHW : 1.07
PS Ratio TIGR : 1.96 SCHW : 6.20
PB Ratio TIGR : 1.40 SCHW : 54.02
Total Revenue (TTM) TIGR : $612.83M SCHW : $26.84B
Gross Profit (TTM) TIGR : $469.69M SCHW : $23.92B
EBITDA (TTM) TIGR : $291.62M SCHW : $12.82B

Returns By Period

In the year-to-date period, TIGR achieves a -32.74% return, which is significantly lower than SCHW's -7.24% return.

TIGR

• 1D: 2.06%
• 1M: -17.67%
• YTD: -32.74%
• 6M: -39.31%
• 1Y: -25.92%
• 3Y*: 24.52%
• 5Y*: -18.22%
• 10Y*: —

SCHW

• 1D: -1.72%
• 1M: -3.28%
• YTD: -7.24%
• 6M: 0.74%
• 1Y: 20.38%
• 3Y*: 22.59%
• 5Y*: 8.22%
• 10Y*: 13.96%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

TIGR vs. SCHW — Risk / Return Rank

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

TIGR

TIGR Risk / Return Rank: 23
TIGR Sharpe Ratio Rank: 22
TIGR Sortino Ratio Rank: 23
TIGR Omega Ratio Rank: 24
TIGR Calmar Ratio Rank: 25
TIGR Martin Ratio Rank: 23

SCHW

SCHW Risk / Return Rank: 65
SCHW Sharpe Ratio Rank: 69
SCHW Sortino Ratio Rank: 59
SCHW Omega Ratio Rank: 62
SCHW Calmar Ratio Rank: 68
SCHW Martin Ratio Rank: 69

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.

TIGR vs. SCHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UP Fintech Holding Limited (TIGR) and The Charles Schwab Corporation (SCHW). 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.

	TIGR	SCHW	Difference
Sharpe ratio Return per unit of total volatility	-0.42	0.83	-1.26
Sortino ratio Return per unit of downside risk	-0.28	1.19	-1.46
Omega ratio Gain probability vs. loss probability	0.97	1.17	-0.21
Calmar ratio Return relative to maximum drawdown	-0.47	1.33	-1.80
Martin ratio Return relative to average drawdown	-1.00	3.53	-4.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TIGR vs. SCHW - Sharpe Ratio Comparison

The current TIGR Sharpe Ratio is -0.42, which is lower than the SCHW Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of TIGR and SCHW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TIGR	SCHW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.42	0.83	-1.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.22	0.26	-0.47
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.08	0.43	-0.51

Correlation

The correlation between TIGR and SCHW is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

TIGR vs. SCHW - Dividend Comparison

TIGR has not paid dividends to shareholders, while SCHW's dividend yield for the trailing twelve months is around 1.22%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TIGR UP Fintech Holding Limited	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHW The Charles Schwab Corporation	1.22%	1.08%	1.35%	1.45%	1.01%	0.86%	1.36%	1.43%	1.11%	0.62%	0.68%	0.73%

Drawdowns

TIGR vs. SCHW - Drawdown Comparison

The maximum TIGR drawdown since its inception was -93.65%, which is greater than SCHW's maximum drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for TIGR and SCHW.

Drawdown Indicators

	TIGR	SCHW	Difference
Max Drawdown Largest peak-to-trough decline	-93.65%	-86.79%	-6.86%
Max Drawdown (1Y) Largest decline over 1 year	-53.27%	-14.61%	-38.66%
Max Drawdown (5Y) Largest decline over 5 years	-92.04%	-49.70%	-42.34%
Max Drawdown (10Y) Largest decline over 10 years	—	-51.08%	—
Current Drawdown Current decline from peak	-82.49%	-13.56%	-68.93%
Average Drawdown Average peak-to-trough decline	-77.81%	-35.65%	-42.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	25.07%	5.51%	+19.56%

Volatility

TIGR vs. SCHW - Volatility Comparison

UP Fintech Holding Limited (TIGR) has a higher volatility of 14.89% compared to The Charles Schwab Corporation (SCHW) at 4.91%. This indicates that TIGR's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TIGR	SCHW	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.89%	4.91%	+9.98%
Volatility (6M) Calculated over the trailing 6-month period	37.91%	16.37%	+21.54%
Volatility (1Y) Calculated over the trailing 1-year period	61.61%	24.57%	+37.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	84.03%	32.12%	+51.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	89.84%	33.42%	+56.42%

Financials

TIGR vs. SCHW - Profitability Comparison

The chart below illustrates the profitability comparison between UP Fintech Holding Limited and The Charles Schwab Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

TIGR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UP Fintech Holding Limited reported a gross profit of 165.26M and revenue of 176.34M. Therefore, the gross margin over that period was 93.7%.

SCHW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a gross profit of 6.34B and revenue of 6.34B. Therefore, the gross margin over that period was 100.0%.

TIGR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UP Fintech Holding Limited reported an operating income of 73.04M and revenue of 176.34M, resulting in an operating margin of 41.4%.

SCHW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported an operating income of 3.18B and revenue of 6.34B, resulting in an operating margin of 50.2%.

TIGR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UP Fintech Holding Limited reported a net income of 45.46M and revenue of 176.34M, resulting in a net margin of 25.8%.

SCHW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Charles Schwab Corporation reported a net income of 2.46B and revenue of 6.34B, resulting in a net margin of 38.8%.