Correlation
The correlation between BLDIX and SCHD is 0.17, 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.
BLDIX vs. SCHD
Compare and contrast key facts about BlackRock Managed Income Fund (BLDIX) and Schwab US Dividend Equity ETF (SCHD).
BLDIX is managed by Blackrock. It was launched on Oct 18, 2007. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLDIX or SCHD.
Performance
BLDIX vs. SCHD - Performance Comparison
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Key characteristics
BLDIX:
1.66
SCHD:
0.35
BLDIX:
2.30
SCHD:
0.56
BLDIX:
1.32
SCHD:
1.07
BLDIX:
2.41
SCHD:
0.33
BLDIX:
6.37
SCHD:
0.99
BLDIX:
1.26%
SCHD:
5.36%
BLDIX:
5.00%
SCHD:
16.40%
BLDIX:
-14.48%
SCHD:
-33.37%
BLDIX:
-0.00%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, BLDIX achieves a 3.37% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, BLDIX has underperformed SCHD with an annualized return of 4.17%, while SCHD has yielded a comparatively higher 10.58% annualized return.
BLDIX
3.37%
0.64%
1.45%
7.38%
5.08%
4.23%
4.17%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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BLDIX vs. SCHD - Expense Ratio Comparison
BLDIX has a 0.41% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
BLDIX vs. SCHD — Risk-Adjusted Performance Rank
BLDIX
SCHD
BLDIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) and Schwab US Dividend Equity ETF (SCHD). 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
BLDIX vs. SCHD - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.41%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.41% | 5.73% | 4.96% | 3.94% | 5.24% | 3.52% | 3.85% | 4.27% | 4.46% | 4.13% | 2.89% | 3.14% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BLDIX vs. SCHD - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.48%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BLDIX and SCHD.
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Volatility
BLDIX vs. SCHD - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.23%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that BLDIX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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