UMBMX vs. SCHM
Compare and contrast key facts about Carillon Scout Mid Cap Fund (UMBMX) and Schwab US Mid-Cap ETF (SCHM).
UMBMX is managed by Carillon Family of Funds. It was launched on Oct 31, 2006. SCHM is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones US Total Stock Market Mid-Cap. It was launched on Jan 13, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMBMX or SCHM.
Correlation
The correlation between UMBMX and SCHM is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UMBMX vs. SCHM - Performance Comparison
Key characteristics
UMBMX:
0.25
SCHM:
0.87
UMBMX:
0.42
SCHM:
1.27
UMBMX:
1.08
SCHM:
1.16
UMBMX:
0.27
SCHM:
1.57
UMBMX:
0.80
SCHM:
3.65
UMBMX:
6.40%
SCHM:
3.52%
UMBMX:
20.07%
SCHM:
14.78%
UMBMX:
-53.84%
SCHM:
-42.43%
UMBMX:
-16.24%
SCHM:
-6.60%
Returns By Period
In the year-to-date period, UMBMX achieves a 3.11% return, which is significantly higher than SCHM's 0.97% return. Over the past 10 years, UMBMX has underperformed SCHM with an annualized return of 4.52%, while SCHM has yielded a comparatively higher 10.13% annualized return.
UMBMX
3.11%
-2.17%
-5.33%
3.08%
4.66%
4.52%
SCHM
0.97%
-3.98%
3.58%
11.78%
9.77%
10.13%
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UMBMX vs. SCHM - Expense Ratio Comparison
UMBMX has a 0.95% expense ratio, which is higher than SCHM's 0.04% expense ratio.
Risk-Adjusted Performance
UMBMX vs. SCHM — Risk-Adjusted Performance Rank
UMBMX
SCHM
UMBMX vs. SCHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Scout Mid Cap Fund (UMBMX) and Schwab US Mid-Cap ETF (SCHM). 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
UMBMX vs. SCHM - Dividend Comparison
UMBMX's dividend yield for the trailing twelve months is around 0.51%, less than SCHM's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMBMX Carillon Scout Mid Cap Fund | 0.51% | 0.53% | 0.17% | 1.14% | 0.08% | 0.20% | 0.67% | 0.55% | 0.28% | 0.58% | 0.90% | 0.10% |
SCHM Schwab US Mid-Cap ETF | 2.18% | 2.20% | 2.41% | 4.48% | 2.71% | 3.35% | 2.66% | 3.89% | 2.37% | 2.98% | 2.41% | 2.97% |
Drawdowns
UMBMX vs. SCHM - Drawdown Comparison
The maximum UMBMX drawdown since its inception was -53.84%, which is greater than SCHM's maximum drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for UMBMX and SCHM. For additional features, visit the drawdowns tool.
Volatility
UMBMX vs. SCHM - Volatility Comparison
Carillon Scout Mid Cap Fund (UMBMX) has a higher volatility of 4.42% compared to Schwab US Mid-Cap ETF (SCHM) at 3.86%. This indicates that UMBMX's price experiences larger fluctuations and is considered to be riskier than SCHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.