USCF vs. SCHM
Compare and contrast key facts about Themes US Cash Flow Champions ETF (USCF) and Schwab US Mid-Cap ETF (SCHM).
USCF and SCHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USCF is a passively managed fund by Themes that tracks the performance of the Solactive US Cash Flow Champions Index - Benchmark TR Gross. It was launched on Dec 12, 2023. 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. Both USCF and SCHM 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: USCF or SCHM.
Correlation
The correlation between USCF and SCHM is 0.69, 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.
Performance
USCF vs. SCHM - Performance Comparison
Key characteristics
USCF:
1.75
SCHM:
0.87
USCF:
2.53
SCHM:
1.27
USCF:
1.32
SCHM:
1.16
USCF:
2.96
SCHM:
1.57
USCF:
8.20
SCHM:
3.65
USCF:
2.65%
SCHM:
3.52%
USCF:
12.41%
SCHM:
14.78%
USCF:
-7.34%
SCHM:
-42.43%
USCF:
-0.32%
SCHM:
-6.60%
Returns By Period
In the year-to-date period, USCF achieves a 7.22% return, which is significantly higher than SCHM's 0.97% return.
USCF
7.22%
2.95%
9.18%
20.27%
N/A
N/A
SCHM
0.97%
-3.98%
3.58%
11.78%
9.77%
10.13%
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USCF vs. SCHM - Expense Ratio Comparison
USCF has a 0.29% expense ratio, which is higher than SCHM's 0.04% expense ratio.
Risk-Adjusted Performance
USCF vs. SCHM — Risk-Adjusted Performance Rank
USCF
SCHM
USCF vs. SCHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes US Cash Flow Champions ETF (USCF) 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
USCF vs. SCHM - Dividend Comparison
USCF's dividend yield for the trailing twelve months is around 1.11%, less than SCHM's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCF Themes US Cash Flow Champions ETF | 1.11% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
USCF vs. SCHM - Drawdown Comparison
The maximum USCF drawdown since its inception was -7.34%, smaller than the maximum SCHM drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for USCF and SCHM. For additional features, visit the drawdowns tool.
Volatility
USCF vs. SCHM - Volatility Comparison
The current volatility for Themes US Cash Flow Champions ETF (USCF) is 2.62%, while Schwab US Mid-Cap ETF (SCHM) has a volatility of 3.86%. This indicates that USCF 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.