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 0.24, 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
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Key characteristics
WPM:
1.40
SCHX:
0.80
WPM:
1.76
SCHX:
1.23
WPM:
1.23
SCHX:
1.18
WPM:
2.28
SCHX:
0.83
WPM:
5.72
SCHX:
3.18
WPM:
7.37%
SCHX:
4.99%
WPM:
32.67%
SCHX:
19.69%
WPM:
-86.74%
SCHX:
-34.33%
WPM:
-8.46%
SCHX:
-4.04%
Returns By Period
In the year-to-date period, WPM achieves a 39.90% return, which is significantly higher than SCHX's 0.51% return. Over the past 10 years, WPM has outperformed SCHX with an annualized return of 16.02%, while SCHX has yielded a comparatively lower 14.07% annualized return.
WPM
39.90%
-4.41%
32.14%
45.29%
13.75%
16.02%
SCHX
0.51%
10.20%
-1.16%
15.69%
18.24%
14.07%
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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.
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Dividends
WPM vs. SCHX - Dividend Comparison
WPM's dividend yield for the trailing twelve months is around 0.80%, less than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPM Wheaton Precious Metals Corp. | 0.80% | 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 | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
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.
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Volatility
WPM vs. SCHX - Volatility Comparison
Wheaton Precious Metals Corp. (WPM) has a higher volatility of 12.16% compared to Schwab U.S. Large-Cap ETF (SCHX) at 6.16%. 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.
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