URND.L vs. SCHG
Compare and contrast key facts about Global X Uranium UCITS ETF USD Distributing (URND.L) and Schwab U.S. Large-Cap Growth ETF (SCHG).
URND.L and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URND.L is a passively managed fund by Global X that tracks the performance of the Solactive Global Uranium & Nuclear Components. It was launched on Oct 28, 2022. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both URND.L and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URND.L or SCHG.
Key characteristics
| URND.L | SCHG | |
|---|---|---|
| YTD Return | 9.59% | 34.42% |
| 1Y Return | 11.77% | 44.81% |
| Sharpe Ratio | 0.34 | 2.64 |
| Sortino Ratio | 0.75 | 3.39 |
| Omega Ratio | 1.09 | 1.48 |
| Calmar Ratio | 0.34 | 3.61 |
| Martin Ratio | 0.87 | 14.40 |
| Ulcer Index | 13.74% | 3.10% |
| Daily Std Dev | 35.25% | 16.93% |
| Max Drawdown | -34.88% | -34.59% |
| Current Drawdown | -10.72% | -0.11% |
Correlation
The correlation between URND.L and SCHG is 0.29, 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.
Performance
URND.L vs. SCHG - Performance Comparison
In the year-to-date period, URND.L achieves a 9.59% return, which is significantly lower than SCHG's 34.42% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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URND.L vs. SCHG - Expense Ratio Comparison
URND.L has a 0.65% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
URND.L vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Uranium UCITS ETF USD Distributing (URND.L) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
URND.L vs. SCHG - Dividend Comparison
URND.L has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URND.L Global X Uranium UCITS ETF USD Distributing | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% | 1.07% |
Drawdowns
URND.L vs. SCHG - Drawdown Comparison
The maximum URND.L drawdown since its inception was -34.88%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for URND.L and SCHG. For additional features, visit the drawdowns tool.
Volatility
URND.L vs. SCHG - Volatility Comparison
Global X Uranium UCITS ETF USD Distributing (URND.L) has a higher volatility of 11.56% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.32%. This indicates that URND.L's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.