BLW vs. SCHY

In the year-to-date period, BLW achieves a 2.28% return, which is significantly lower than SCHY's 14.69% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Limited Duration Income Trust (BLW) and Schwab International Dividend Equity ETF (SCHY). 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.

The current BLW Sharpe Ratio is 1.07, which is comparable to the SCHY Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of BLW and SCHY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BLW's dividend yield for the trailing twelve months is around 9.63%, more than SCHY's 3.99% yield.

The maximum BLW drawdown since its inception was -44.58%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for BLW and SCHY. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Limited Duration Income Trust (BLW) is 3.30%, while Schwab International Dividend Equity ETF (SCHY) has a volatility of 4.09%. This indicates that BLW experiences smaller price fluctuations and is considered to be less risky than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.