XAIX vs. SCHG

Last updated Jun 9, 2026

XAIX (Xtrackers Artificial Intelligence and Big Data ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - XAIX is a Technology Equities fund tracking the Nasdaq Global Artificial Intelligence and Big Data Index, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past year, XAIX returned 54.71% vs 20.82% for SCHG. Their correlation of 0.89 suggests significant overlap in exposure. XAIX charges 0.35%/yr vs 0.04%/yr for SCHG.

Performance

XAIX vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers Artificial Intelligence and Big Data ETF (XAIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XAIX achieves a 30.20% return, which is significantly higher than SCHG's 3.75% return.

XAIX

• 1D: 2.48%
• 1M: 5.11%
• YTD: 30.20%
• 6M: 30.19%
• 1Y: 54.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCHG

• 1D: 0.15%
• 1M: -0.94%
• YTD: 3.75%
• 6M: 2.93%
• 1Y: 20.82%
• 3Y*: 24.03%
• 5Y*: 14.90%
• 10Y*: 18.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XAIX vs. SCHG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
XAIX Xtrackers Artificial Intelligence and Big Data ETF	30.20%	29.05%	15.47%
SCHG Schwab U.S. Large-Cap Growth ETF	3.75%	17.50%	16.43%

Correlation

The correlation between XAIX and SCHG is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024	0.89

The correlation between XAIX and SCHG has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.

XAIX vs. SCHG - Sectors Allocation Comparison

Sectors	XAIX	SCHG
Technology	71.7%	46.3%
Communication Services	14.1%	16.0%
Consumer Cyclical	8.9%	12.7%
Financial Services	5.2%	6.7%
Industrials	0.1%	5.8%
Consumer Defensive	0.0%	1.7%
Healthcare	0.0%	7.7%
Basic Materials	0.0%	1.4%
Energy	0.0%	0.8%
Utilities	0.0%	0.4%
Real Estate	-	0.5%

Return for Risk

XAIX vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XAIX

XAIX Risk / Return Rank: 80
XAIX Sharpe Ratio Rank: 84
XAIX Sortino Ratio Rank: 76
XAIX Omega Ratio Rank: 80
XAIX Calmar Ratio Rank: 82
XAIX Martin Ratio Rank: 80

SCHG

SCHG Risk / Return Rank: 36
SCHG Sharpe Ratio Rank: 42
SCHG Sortino Ratio Rank: 39
SCHG Omega Ratio Rank: 40
SCHG Calmar Ratio Rank: 29
SCHG Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XAIX vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence and Big Data ETF (XAIX) 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.

	XAIX	SCHG	Difference
Sharpe ratio: Return per unit of total volatility	2.45	1.33	+1.12
Sortino ratio: Return per unit of downside risk	3.04	1.82	+1.21
Omega ratio: Gain probability vs. loss probability	1.43	1.24	+0.19
Calmar ratio: Return relative to maximum drawdown	3.92	1.27	+2.65
Martin ratio: Return relative to average drawdown	14.14	4.25	+9.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XAIX vs. SCHG - Sharpe Ratio Comparison

The current XAIX Sharpe Ratio is 2.45, which is higher than the SCHG Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of XAIX and SCHG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XAIX	SCHG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.45	1.33	+1.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.81	0.83	+0.98

Drawdowns

XAIX vs. SCHG - Drawdown Comparison

The maximum XAIX drawdown since its inception was -23.95%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for XAIX and SCHG.

Drawdown Indicators

	XAIX	SCHG	Difference
Max Drawdown Largest peak-to-trough decline	-23.95%	-34.59%	+10.64%
Max Drawdown (1Y) Largest decline over 1 year	-14.01%	-16.41%	+2.40%
Max Drawdown (3Y) Largest decline over 3 years	—	-23.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.59%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.59%	—
Current Drawdown Current decline from peak	-8.33%	-4.25%	-4.08%
Average Drawdown Average peak-to-trough decline	-3.51%	-5.20%	+1.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.88%	4.91%	-1.03%

Volatility

XAIX vs. SCHG - Volatility Comparison

Xtrackers Artificial Intelligence and Big Data ETF (XAIX) has a higher volatility of 12.81% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.52%. This indicates that XAIX'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.

Volatility by Period

	XAIX	SCHG	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.81%	4.52%	+8.29%
Volatility (6M) Calculated over the trailing 6-month period	19.45%	12.02%	+7.43%
Volatility (1Y) Calculated over the trailing 1-year period	22.47%	15.77%	+6.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.10%	22.31%	+1.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.10%	21.58%	+2.52%

XAIX vs. SCHG - Expense Ratio Comparison

XAIX has a 0.35% expense ratio, which is higher than SCHG's 0.04% expense ratio.

Dividends

XAIX vs. SCHG - Dividend Comparison

XAIX's dividend yield for the trailing twelve months is around 0.41%, more than SCHG's 0.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCHG Schwab U.S. Large-Cap Growth ETF	0.37%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%
XAIX Xtrackers Artificial Intelligence and Big Data ETF	0.41%	0.54%	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XAIX and SCHG in my portfolio?

XAIX and SCHG have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XAIX or SCHG?

XAIX has higher volatility (12.81%) compared to SCHG (4.52%). In terms of maximum drawdown, XAIX dropped -23.95% vs SCHG's -34.59%.

Which ETF is better, XAIX or SCHG?

On 1-year performance, XAIX leads with 54.71% vs 20.82% for SCHG. On fees, SCHG is cheaper at 0.04% per year. On volatility, SCHG has been the lower-risk option at 4.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XAIX or SCHG?

Over the 1-year period, XAIX has performed better with a 54.71% return vs 20.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XAIX or SCHG?

SCHG is cheaper with a 0.04% expense ratio, compared with 0.35% for XAIX.

Which ETF pays a higher dividend yield, XAIX or SCHG?

XAIX has the higher dividend yield at 0.41%, compared with 0.37% for SCHG.

What is the main difference between XAIX and SCHG?

XAIX is categorized as Technology Equities, while SCHG is Large Cap Growth Equities. XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: Xtrackers and Charles Schwab. Their fees differ too: 0.35% for XAIX and 0.04% for SCHG.

Which has better risk-adjusted returns?

XAIX currently has the higher Sharpe Ratio (2.45 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.