BIDAX vs. SCHG
Compare and contrast key facts about iShares Municipal Bond Index Fund (BIDAX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BIDAX is managed by Blackrock. It was launched on Dec 17, 2000. 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: BIDAX or SCHG.
Correlation
The correlation between BIDAX and SCHG is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BIDAX vs. SCHG - Performance Comparison
Key characteristics
BIDAX:
0.54
SCHG:
1.61
BIDAX:
0.73
SCHG:
2.16
BIDAX:
1.11
SCHG:
1.29
BIDAX:
0.32
SCHG:
2.34
BIDAX:
1.61
SCHG:
8.85
BIDAX:
1.17%
SCHG:
3.27%
BIDAX:
3.52%
SCHG:
17.99%
BIDAX:
-13.98%
SCHG:
-34.59%
BIDAX:
-2.69%
SCHG:
-0.79%
Returns By Period
In the year-to-date period, BIDAX achieves a 0.06% return, which is significantly lower than SCHG's 3.59% return.
BIDAX
0.06%
1.26%
0.34%
1.80%
0.35%
N/A
SCHG
3.59%
4.94%
14.65%
29.16%
18.53%
16.64%
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BIDAX vs. SCHG - Expense Ratio Comparison
BIDAX has a 0.50% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BIDAX vs. SCHG — Risk-Adjusted Performance Rank
BIDAX
SCHG
BIDAX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Municipal Bond Index Fund (BIDAX) 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
BIDAX vs. SCHG - Dividend Comparison
BIDAX's dividend yield for the trailing twelve months is around 2.79%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | 2.79% | 2.76% | 2.59% | 2.51% | 2.19% | 2.18% | 2.24% | 0.51% | 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
BIDAX vs. SCHG - Drawdown Comparison
The maximum BIDAX drawdown since its inception was -13.98%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BIDAX and SCHG. For additional features, visit the drawdowns tool.
Volatility
BIDAX vs. SCHG - Volatility Comparison
The current volatility for iShares Municipal Bond Index Fund (BIDAX) is 1.14%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.72%. This indicates that BIDAX 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.