BAGIX vs. SCHP
Compare and contrast key facts about Baird Aggregate Bond Fund Class I (BAGIX) and Schwab U.S. TIPS ETF (SCHP).
BAGIX is managed by Baird. It was launched on Sep 29, 2000. SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAGIX or SCHP.
Correlation
The correlation between BAGIX and SCHP is 0.75, 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
BAGIX vs. SCHP - Performance Comparison
Key characteristics
BAGIX:
1.31
SCHP:
1.61
BAGIX:
1.95
SCHP:
2.33
BAGIX:
1.23
SCHP:
1.28
BAGIX:
0.53
SCHP:
0.67
BAGIX:
3.44
SCHP:
4.78
BAGIX:
2.00%
SCHP:
1.51%
BAGIX:
5.25%
SCHP:
4.46%
BAGIX:
-19.44%
SCHP:
-14.26%
BAGIX:
-5.12%
SCHP:
-3.24%
Returns By Period
In the year-to-date period, BAGIX achieves a 3.56% return, which is significantly lower than SCHP's 4.39% return. Over the past 10 years, BAGIX has underperformed SCHP with an annualized return of 1.77%, while SCHP has yielded a comparatively higher 2.38% annualized return.
BAGIX
3.56%
1.16%
1.56%
6.53%
0.19%
1.77%
SCHP
4.39%
1.54%
2.34%
6.76%
1.88%
2.38%
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BAGIX vs. SCHP - Expense Ratio Comparison
BAGIX has a 0.30% expense ratio, which is higher than SCHP's 0.05% expense ratio.
Risk-Adjusted Performance
BAGIX vs. SCHP — Risk-Adjusted Performance Rank
BAGIX
SCHP
BAGIX vs. SCHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund Class I (BAGIX) and Schwab U.S. TIPS ETF (SCHP). 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
BAGIX vs. SCHP - Dividend Comparison
BAGIX's dividend yield for the trailing twelve months is around 4.02%, more than SCHP's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | 4.02% | 4.05% | 3.46% | 2.69% | 1.92% | 2.29% | 2.76% | 2.89% | 2.55% | 2.47% | 2.47% | 2.90% |
SCHP Schwab U.S. TIPS ETF | 3.16% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
Drawdowns
BAGIX vs. SCHP - Drawdown Comparison
The maximum BAGIX drawdown since its inception was -19.44%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for BAGIX and SCHP. For additional features, visit the drawdowns tool.
Volatility
BAGIX vs. SCHP - Volatility Comparison
Baird Aggregate Bond Fund Class I (BAGIX) and Schwab U.S. TIPS ETF (SCHP) have volatilities of 1.32% and 1.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.