BIBDX vs. SCHY
Compare and contrast key facts about BlackRock Global Dividend Portfolio (BIBDX) and Schwab International Dividend Equity ETF (SCHY).
BIBDX is managed by Blackrock. It was launched on Apr 6, 2008. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIBDX or SCHY.
Correlation
The correlation between BIBDX and SCHY is 0.64, 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
BIBDX vs. SCHY - Performance Comparison
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Key characteristics
BIBDX:
-0.05
SCHY:
0.97
BIBDX:
0.14
SCHY:
1.46
BIBDX:
1.02
SCHY:
1.20
BIBDX:
0.01
SCHY:
1.13
BIBDX:
0.04
SCHY:
2.51
BIBDX:
6.37%
SCHY:
5.49%
BIBDX:
16.64%
SCHY:
13.67%
BIBDX:
-42.34%
SCHY:
-24.03%
BIBDX:
-10.81%
SCHY:
-1.20%
Returns By Period
In the year-to-date period, BIBDX achieves a 1.45% return, which is significantly lower than SCHY's 14.69% return.
BIBDX
1.45%
6.71%
-8.63%
-1.11%
4.09%
2.12%
SCHY
14.69%
9.74%
9.41%
12.58%
N/A
N/A
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BIBDX vs. SCHY - Expense Ratio Comparison
BIBDX has a 0.75% expense ratio, which is higher than SCHY's 0.14% expense ratio.
Risk-Adjusted Performance
BIBDX vs. SCHY — Risk-Adjusted Performance Rank
BIBDX
SCHY
BIBDX vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Dividend Portfolio (BIBDX) and Schwab International Dividend Equity ETF (SCHY). 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.
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Dividends
BIBDX vs. SCHY - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 1.48%, less than SCHY's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 1.48% | 1.66% | 2.00% | 2.07% | 1.73% | 2.39% | 2.82% | 3.29% | 2.33% | 2.29% | 2.75% | 3.43% |
SCHY Schwab International Dividend Equity ETF | 3.99% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIBDX vs. SCHY - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -42.34%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for BIBDX and SCHY. For additional features, visit the drawdowns tool.
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Volatility
BIBDX vs. SCHY - Volatility Comparison
BlackRock Global Dividend Portfolio (BIBDX) has a higher volatility of 5.39% compared to Schwab International Dividend Equity ETF (SCHY) at 4.09%. This indicates that BIBDX's price experiences larger fluctuations and is considered to be riskier than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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