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 Index. It was launched on Dec 11, 2009.
Performance
BIDAX vs. SCHG - Performance Comparison
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BIDAX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | -0.75% | 4.52% | 1.44% | 5.74% | -9.41% | 1.38% | 4.70% | 7.56% | 1.44% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -7.68% |
Returns By Period
In the year-to-date period, BIDAX achieves a -0.75% return, which is significantly higher than SCHG's -10.59% return.
BIDAX
- 1D
- 0.18%
- 1M
- -2.77%
- YTD
- -0.75%
- 6M
- 0.57%
- 1Y
- 3.58%
- 3Y*
- 2.68%
- 5Y*
- 0.54%
- 10Y*
- —
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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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.
Return for Risk
BIDAX vs. SCHG — Risk / Return Rank
BIDAX
SCHG
BIDAX vs. SCHG - Risk-Adjusted Trends 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.
| BIDAX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.75 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.23 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.03 | -0.06 |
Martin ratioReturn relative to average drawdown | 3.38 | 3.54 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIDAX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.75 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.57 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.79 | -0.31 |
Correlation
The correlation between BIDAX and SCHG is 0.05, 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.
Dividends
BIDAX vs. SCHG - Dividend Comparison
BIDAX's dividend yield for the trailing twelve months is around 3.14%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIDAX iShares Municipal Bond Index Fund | 3.14% | 4.09% | 3.25% | 2.16% | 1.92% | 2.36% | 2.35% | 3.64% | 0.48% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
BIDAX vs. SCHG - Drawdown Comparison
The maximum BIDAX drawdown since its inception was -14.39%, 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.
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Drawdown Indicators
| BIDAX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.39% | -34.59% | +20.20% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -16.41% | +11.58% |
Max Drawdown (5Y)Largest decline over 5 years | -14.39% | -34.59% | +20.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.59% | — |
Current DrawdownCurrent decline from peak | -2.77% | -13.34% | +10.57% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -5.22% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 4.78% | -3.39% |
Volatility
BIDAX vs. SCHG - Volatility Comparison
The current volatility for iShares Municipal Bond Index Fund (BIDAX) is 1.08%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. 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.
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Volatility by Period
| BIDAX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 6.67% | -5.59% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 12.51% | -10.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 22.43% | -17.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.04% | 22.32% | -18.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 21.51% | -17.05% |