XBJA vs. SCHG
Compare and contrast key facts about Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA) and Schwab U.S. Large-Cap Growth ETF (SCHG).
XBJA and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XBJA is an actively managed fund by Innovator. It was launched on Dec 31, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XBJA or SCHG.
Correlation
The correlation between XBJA and SCHG is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XBJA vs. SCHG - Performance Comparison
Key characteristics
XBJA:
2.50
SCHG:
1.73
XBJA:
3.50
SCHG:
2.30
XBJA:
1.59
SCHG:
1.31
XBJA:
3.52
SCHG:
2.52
XBJA:
22.44
SCHG:
9.50
XBJA:
0.53%
SCHG:
3.27%
XBJA:
4.79%
SCHG:
17.95%
XBJA:
-17.41%
SCHG:
-34.59%
XBJA:
-0.02%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, XBJA achieves a 2.26% return, which is significantly lower than SCHG's 3.84% return.
XBJA
2.26%
1.40%
5.26%
11.20%
N/A
N/A
SCHG
3.84%
2.70%
14.84%
29.28%
18.57%
16.65%
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XBJA vs. SCHG - Expense Ratio Comparison
XBJA has a 0.79% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
XBJA vs. SCHG — Risk-Adjusted Performance Rank
XBJA
SCHG
XBJA vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA) 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
XBJA vs. SCHG - Dividend Comparison
XBJA has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January | 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 | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
XBJA vs. SCHG - Drawdown Comparison
The maximum XBJA drawdown since its inception was -17.41%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for XBJA and SCHG. For additional features, visit the drawdowns tool.
Volatility
XBJA vs. SCHG - Volatility Comparison
The current volatility for Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA) is 1.45%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.24%. This indicates that XBJA experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.