BLW vs. SCHY
Compare and contrast key facts about BlackRock Limited Duration Income Trust (BLW) and Schwab International Dividend Equity ETF (SCHY).
SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLW or SCHY.
Correlation
The correlation between BLW and SCHY is 0.40, 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.
Performance
BLW vs. SCHY - Performance Comparison
Key characteristics
BLW:
0.97
SCHY:
1.10
BLW:
1.32
SCHY:
1.57
BLW:
1.22
SCHY:
1.22
BLW:
1.03
SCHY:
1.23
BLW:
6.31
SCHY:
2.73
BLW:
1.72%
SCHY:
5.49%
BLW:
11.16%
SCHY:
13.59%
BLW:
-44.58%
SCHY:
-24.03%
BLW:
-5.19%
SCHY:
-1.31%
Returns By Period
In the year-to-date period, BLW achieves a -2.03% return, which is significantly lower than SCHY's 11.34% return.
BLW
-2.03%
-3.60%
-1.65%
9.94%
8.84%
6.39%
SCHY
11.34%
0.16%
2.14%
14.84%
N/A
N/A
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Risk-Adjusted Performance
BLW vs. SCHY — Risk-Adjusted Performance Rank
BLW
SCHY
BLW vs. SCHY - Risk-Adjusted Performance Comparison
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.
Dividends
BLW vs. SCHY - Dividend Comparison
BLW's dividend yield for the trailing twelve months is around 10.04%, more than SCHY's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 10.04% | 9.38% | 8.63% | 8.25% | 6.98% | 7.39% | 6.30% | 7.18% | 6.26% | 9.68% | 8.29% | 8.28% |
SCHY Schwab International Dividend Equity ETF | 4.11% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BLW vs. SCHY - Drawdown Comparison
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.
Volatility
BLW vs. SCHY - Volatility Comparison
BlackRock Limited Duration Income Trust (BLW) and Schwab International Dividend Equity ETF (SCHY) have volatilities of 8.23% and 8.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.