Correlation
The correlation between BINV and SCHG is 0.59, 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.
BINV vs. SCHG
Compare and contrast key facts about Brandes International ETF (BINV) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BINV and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BINV is an actively managed fund by Brandes. It was launched on Oct 3, 2023. 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: BINV or SCHG.
Performance
BINV vs. SCHG - Performance Comparison
Loading data...
Key characteristics
BINV:
1.00
SCHG:
0.68
BINV:
1.42
SCHG:
0.98
BINV:
1.19
SCHG:
1.13
BINV:
1.07
SCHG:
0.63
BINV:
3.40
SCHG:
2.07
BINV:
4.69%
SCHG:
7.13%
BINV:
17.37%
SCHG:
25.37%
BINV:
-14.91%
SCHG:
-34.59%
BINV:
-0.95%
SCHG:
-5.20%
Returns By Period
In the year-to-date period, BINV achieves a 18.27% return, which is significantly higher than SCHG's -1.01% return.
BINV
18.27%
3.71%
16.27%
16.54%
N/A
N/A
N/A
SCHG
-1.01%
7.20%
-0.61%
17.22%
21.07%
18.23%
15.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BINV vs. SCHG - Expense Ratio Comparison
BINV has a 0.70% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BINV vs. SCHG — Risk-Adjusted Performance Rank
BINV
SCHG
BINV vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes International ETF (BINV) 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.
Loading data...
Dividends
BINV vs. SCHG - Dividend Comparison
BINV's dividend yield for the trailing twelve months is around 2.00%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BINV Brandes International ETF | 2.00% | 2.40% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BINV vs. SCHG - Drawdown Comparison
The maximum BINV drawdown since its inception was -14.91%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BINV and SCHG.
Loading data...
Volatility
BINV vs. SCHG - Volatility Comparison
The current volatility for Brandes International ETF (BINV) is 2.70%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.75%. This indicates that BINV 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.
Loading data...