Correlation
The correlation between TIGR and SCHW is 0.54, 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.
TIGR vs. SCHW
Compare and contrast key facts about UP Fintech Holding Limited (TIGR) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIGR or SCHW.
Performance
TIGR vs. SCHW - Performance Comparison
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Key characteristics
TIGR:
0.99
SCHW:
0.89
TIGR:
2.09
SCHW:
1.23
TIGR:
1.26
SCHW:
1.18
TIGR:
1.15
SCHW:
0.71
TIGR:
3.04
SCHW:
2.50
TIGR:
34.43%
SCHW:
9.27%
TIGR:
98.98%
SCHW:
29.63%
TIGR:
-93.65%
SCHW:
-86.79%
TIGR:
-77.04%
SCHW:
-3.51%
Fundamentals
TIGR:
$1.49B
SCHW:
$161.04B
TIGR:
$0.36
SCHW:
$3.28
TIGR:
23.72
SCHW:
26.84
TIGR:
0.00
SCHW:
1.10
TIGR:
4.50
SCHW:
7.87
TIGR:
2.27
SCHW:
3.97
TIGR:
$419.96M
SCHW:
$26.20B
TIGR:
$339.50M
SCHW:
$20.41B
TIGR:
$112.32M
SCHW:
$9.77B
Returns By Period
In the year-to-date period, TIGR achieves a 30.50% return, which is significantly higher than SCHW's 19.35% return.
TIGR
30.50%
2.31%
46.10%
97.42%
28.10%
20.41%
N/A
SCHW
19.35%
8.35%
6.94%
26.18%
9.11%
21.22%
12.19%
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Risk-Adjusted Performance
TIGR vs. SCHW — Risk-Adjusted Performance Rank
TIGR
SCHW
TIGR vs. SCHW - Risk-Adjusted Performance 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.
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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 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1.19% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
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.
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Volatility
TIGR vs. SCHW - Volatility Comparison
UP Fintech Holding Limited (TIGR) has a higher volatility of 13.98% compared to The Charles Schwab Corporation (SCHW) at 3.94%. 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.
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Financials
TIGR vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between UP Fintech Holding Limited and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
TIGR vs. SCHW - Profitability Comparison
TIGR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UP Fintech Holding Limited reported a gross profit of 80.84M and revenue of 124.10M. Therefore, the gross margin over that period was 65.1%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 5.55B and revenue of 6.65B. Therefore, the gross margin over that period was 83.4%.
TIGR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UP Fintech Holding Limited reported an operating income of 52.13M and revenue of 124.10M, resulting in an operating margin of 42.0%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of 2.46B and revenue of 6.65B, resulting in an operating margin of 36.9%.
TIGR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UP Fintech Holding Limited reported a net income of 28.05M and revenue of 124.10M, resulting in a net margin of 22.6%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 6.65B, resulting in a net margin of 28.7%.