BLX vs. SCHD
Compare and contrast key facts about Banco Latinoamericano de Comercio Exterior, S.A (BLX) and Schwab US Dividend Equity ETF (SCHD).
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: BLX or SCHD.
Correlation
The correlation between BLX and SCHD is 0.47, 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
BLX vs. SCHD - Performance Comparison
Key characteristics
BLX:
1.34
SCHD:
0.14
BLX:
1.96
SCHD:
0.35
BLX:
1.25
SCHD:
1.05
BLX:
1.77
SCHD:
0.17
BLX:
5.67
SCHD:
0.57
BLX:
6.55%
SCHD:
4.90%
BLX:
28.79%
SCHD:
16.03%
BLX:
-95.52%
SCHD:
-33.37%
BLX:
-2.95%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, BLX achieves a 15.60% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, BLX has underperformed SCHD with an annualized return of 9.18%, while SCHD has yielded a comparatively higher 10.38% annualized return.
BLX
15.60%
20.66%
22.02%
38.40%
38.32%
9.18%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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Risk-Adjusted Performance
BLX vs. SCHD — Risk-Adjusted Performance Rank
BLX
SCHD
BLX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Latinoamericano de Comercio Exterior, S.A (BLX) 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.
Dividends
BLX vs. SCHD - Dividend Comparison
BLX's dividend yield for the trailing twelve months is around 4.02%, which matches SCHD's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLX Banco Latinoamericano de Comercio Exterior, S.A | 4.02% | 5.62% | 4.04% | 6.17% | 6.02% | 7.17% | 7.20% | 8.90% | 5.72% | 5.23% | 4.45% | 5.93% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BLX vs. SCHD - Drawdown Comparison
The maximum BLX drawdown since its inception was -95.52%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BLX and SCHD. For additional features, visit the drawdowns tool.
Volatility
BLX vs. SCHD - Volatility Comparison
Banco Latinoamericano de Comercio Exterior, S.A (BLX) has a higher volatility of 10.33% compared to Schwab US Dividend Equity ETF (SCHD) at 8.36%. This indicates that BLX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.