XNGS.L vs. SCHG
Compare and contrast key facts about Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGS.L) and Schwab U.S. Large-Cap Growth ETF (SCHG).
XNGS.L and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XNGS.L is a passively managed fund by DWS that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Jul 12, 2022. 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. Both XNGS.L and SCHG 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: XNGS.L or SCHG.
Key characteristics
| XNGS.L | SCHG | |
|---|---|---|
| YTD Return | 13.84% | 14.67% |
| 1Y Return | 41.79% | 42.71% |
| Sharpe Ratio | 2.35 | 2.69 |
| Daily Std Dev | 17.35% | 15.83% |
| Max Drawdown | -27.18% | -34.59% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between XNGS.L and SCHG is 0.66, 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
XNGS.L vs. SCHG - Performance Comparison
In the year-to-date period, XNGS.L achieves a 13.84% return, which is significantly lower than SCHG's 14.67% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XNGS.L vs. SCHG - Expense Ratio Comparison
XNGS.L has a 0.35% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
XNGS.L vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGS.L) 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
XNGS.L vs. SCHG - Dividend Comparison
XNGS.L has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XNGS.L Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | 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 | 0.42% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 0.82% | 1.22% | 1.09% | 1.07% |
Drawdowns
XNGS.L vs. SCHG - Drawdown Comparison
The maximum XNGS.L drawdown since its inception was -27.18%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for XNGS.L and SCHG. For additional features, visit the drawdowns tool.
Volatility
XNGS.L vs. SCHG - Volatility Comparison
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGS.L) has a higher volatility of 6.37% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.23%. This indicates that XNGS.L'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.