WPM vs. SCHX
Compare and contrast key facts about Wheaton Precious Metals Corp. (WPM) and Schwab U.S. Large-Cap ETF (SCHX).
SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPM or SCHX.
Correlation
The correlation between WPM and SCHX is 0.25, 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
WPM vs. SCHX - Performance Comparison
Key characteristics
WPM:
0.88
SCHX:
2.27
WPM:
1.33
SCHX:
2.99
WPM:
1.17
SCHX:
1.42
WPM:
1.00
SCHX:
3.46
WPM:
3.44
SCHX:
14.25
WPM:
7.81%
SCHX:
2.08%
WPM:
30.38%
SCHX:
13.02%
WPM:
-86.74%
SCHX:
-34.33%
WPM:
-15.49%
SCHX:
-1.50%
Returns By Period
In the year-to-date period, WPM achieves a 2.72% return, which is significantly higher than SCHX's 2.29% return. Over the past 10 years, WPM has underperformed SCHX with an annualized return of 10.82%, while SCHX has yielded a comparatively higher 16.00% annualized return.
WPM
2.72%
0.96%
-3.30%
25.98%
16.94%
10.82%
SCHX
2.29%
2.37%
10.32%
28.40%
16.10%
16.00%
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Risk-Adjusted Performance
WPM vs. SCHX — Risk-Adjusted Performance Rank
WPM
SCHX
WPM vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wheaton Precious Metals Corp. (WPM) and Schwab U.S. Large-Cap ETF (SCHX). 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
WPM vs. SCHX - Dividend Comparison
WPM's dividend yield for the trailing twelve months is around 1.07%, less than SCHX's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPM Wheaton Precious Metals Corp. | 1.07% | 1.10% | 1.22% | 1.54% | 1.33% | 1.01% | 1.21% | 1.84% | 1.49% | 1.09% | 1.61% | 1.28% |
SCHX Schwab U.S. Large-Cap ETF | 1.74% | 1.78% | 3.39% | 3.30% | 2.54% | 4.26% | 5.47% | 3.46% | 1.70% | 4.85% | 3.17% | 2.60% |
Drawdowns
WPM vs. SCHX - Drawdown Comparison
The maximum WPM drawdown since its inception was -86.74%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for WPM and SCHX. For additional features, visit the drawdowns tool.
Volatility
WPM vs. SCHX - Volatility Comparison
Wheaton Precious Metals Corp. (WPM) has a higher volatility of 7.84% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.12%. This indicates that WPM's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.