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 0.90, 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
Loading data...
Key characteristics
UMBMX:
-0.01
SCHM:
0.31
UMBMX:
0.18
SCHM:
0.59
UMBMX:
1.03
SCHM:
1.08
UMBMX:
0.02
SCHM:
0.29
UMBMX:
0.04
SCHM:
0.92
UMBMX:
12.12%
SCHM:
7.21%
UMBMX:
23.96%
SCHM:
21.55%
UMBMX:
-53.84%
SCHM:
-42.43%
UMBMX:
-15.02%
SCHM:
-7.00%
Returns By Period
In the year-to-date period, UMBMX achieves a 4.62% return, which is significantly higher than SCHM's 0.54% return. Over the past 10 years, UMBMX has underperformed SCHM with an annualized return of 4.50%, while SCHM has yielded a comparatively higher 9.74% annualized return.
UMBMX
4.62%
13.26%
-10.82%
-0.61%
8.37%
4.50%
SCHM
0.54%
13.39%
-1.78%
6.54%
14.36%
9.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
UMBMX vs. SCHM - Dividend Comparison
UMBMX's dividend yield for the trailing twelve months is around 15.06%, more than SCHM's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMBMX Carillon Scout Mid Cap Fund | 15.06% | 15.75% | 0.17% | 4.21% | 11.54% | 2.40% | 0.74% | 8.09% | 8.38% | 2.39% | 8.74% | 20.02% |
SCHM Schwab US Mid-Cap ETF | 1.40% | 1.43% | 1.50% | 1.67% | 1.14% | 1.31% | 1.48% | 1.57% | 1.27% | 1.51% | 1.54% | 1.48% |
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.
Loading data...
Volatility
UMBMX vs. SCHM - Volatility Comparison
The current volatility for Carillon Scout Mid Cap Fund (UMBMX) is 5.09%, while Schwab US Mid-Cap ETF (SCHM) has a volatility of 5.97%. This indicates that UMBMX experiences smaller price fluctuations and is considered to be less risky than SCHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...