BBDC vs. SCHB
Compare and contrast key facts about Barings BDC, Inc. (BBDC) and Schwab U.S. Broad Market ETF (SCHB).
SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return 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: BBDC or SCHB.
Key characteristics
| BBDC | SCHB | |
|---|---|---|
| YTD Return | 12.90% | 6.04% |
| 1Y Return | 42.77% | 25.88% |
| 3Y Return (Ann) | 7.12% | 6.51% |
| 5Y Return (Ann) | 7.84% | 12.55% |
| 10Y Return (Ann) | 0.20% | 11.92% |
| Sharpe Ratio | 2.31 | 2.09 |
| Daily Std Dev | 18.30% | 12.01% |
| Max Drawdown | -64.64% | -35.27% |
| Current Drawdown | -8.73% | -3.60% |
Correlation
The correlation between BBDC and SCHB is 0.44, 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
BBDC vs. SCHB - Performance Comparison
In the year-to-date period, BBDC achieves a 12.90% return, which is significantly higher than SCHB's 6.04% return. Over the past 10 years, BBDC has underperformed SCHB with an annualized return of 0.20%, while SCHB has yielded a comparatively higher 11.92% annualized 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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Risk-Adjusted Performance
BBDC vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) and Schwab U.S. Broad Market ETF (SCHB). 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
BBDC vs. SCHB - Dividend Comparison
BBDC's dividend yield for the trailing twelve months is around 10.92%, more than SCHB's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 10.92% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
SCHB Schwab U.S. Broad Market ETF | 1.34% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 2.31% | 2.00% | 1.72% | 1.63% |
Drawdowns
BBDC vs. SCHB - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for BBDC and SCHB. For additional features, visit the drawdowns tool.
Volatility
BBDC vs. SCHB - Volatility Comparison
Barings BDC, Inc. (BBDC) has a higher volatility of 5.11% compared to Schwab U.S. Broad Market ETF (SCHB) at 4.15%. This indicates that BBDC's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.