BIPC.TO vs. SCHA
Compare and contrast key facts about Brookfield Infrastructure Corporation (BIPC.TO) and Schwab U.S. Small-Cap ETF (SCHA).
SCHA is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Small-Cap Total 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: BIPC.TO or SCHA.
Key characteristics
BIPC.TO | SCHA | |
---|---|---|
YTD Return | -7.51% | -0.96% |
1Y Return | -26.34% | 13.90% |
3Y Return (Ann) | -8.60% | -1.80% |
Sharpe Ratio | -0.82 | 0.73 |
Daily Std Dev | 32.19% | 18.92% |
Max Drawdown | -45.82% | -42.41% |
Current Drawdown | -34.41% | -12.11% |
Correlation
The correlation between BIPC.TO and SCHA is 0.45, 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
BIPC.TO vs. SCHA - Performance Comparison
In the year-to-date period, BIPC.TO achieves a -7.51% return, which is significantly lower than SCHA's -0.96% 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
BIPC.TO vs. SCHA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC.TO) and Schwab U.S. Small-Cap ETF (SCHA). 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
BIPC.TO vs. SCHA - Dividend Comparison
BIPC.TO's dividend yield for the trailing twelve months is around 3.59%, more than SCHA's 1.38% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Brookfield Infrastructure Corporation | 3.59% | 3.27% | 1.40% | 0.06% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Schwab U.S. Small-Cap ETF | 1.38% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.62% | 1.24% | 1.50% | 1.48% | 1.45% | 1.14% |
Drawdowns
BIPC.TO vs. SCHA - Drawdown Comparison
The maximum BIPC.TO drawdown since its inception was -45.82%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for BIPC.TO and SCHA. For additional features, visit the drawdowns tool.
Volatility
BIPC.TO vs. SCHA - Volatility Comparison
Brookfield Infrastructure Corporation (BIPC.TO) has a higher volatility of 10.93% compared to Schwab U.S. Small-Cap ETF (SCHA) at 5.35%. This indicates that BIPC.TO's price experiences larger fluctuations and is considered to be riskier than SCHA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.