BMI vs. SWISX

Last updated Apr 1, 2026

Compare and contrast key facts about Badger Meter, Inc. (BMI) and Schwab International Index Fund (SWISX).

SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.

Performance

BMI vs. SWISX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Badger Meter, Inc. (BMI) and Schwab International Index Fund (SWISX). The values are adjusted to include any dividend payments, if applicable.

BMI vs. SWISX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BMI Badger Meter, Inc.	-12.42%	-17.15%	38.28%	42.58%	3.23%	14.11%	46.37%	33.46%	4.09%	30.91%
SWISX Schwab International Index Fund	-1.95%	31.59%	3.54%	18.13%	-14.30%	11.25%	8.14%	21.87%	-13.38%	25.32%

Returns By Period

In the year-to-date period, BMI achieves a -12.42% return, which is significantly lower than SWISX's -1.95% return. Over the past 10 years, BMI has outperformed SWISX with an annualized return of 17.50%, while SWISX has yielded a comparatively lower 8.51% annualized return.

BMI

• 1D: 2.87%
• 1M: -0.05%
• YTD: -12.42%
• 6M: -14.27%
• 1Y: -19.24%
• 3Y*: 8.52%
• 5Y*: 10.53%
• 10Y*: 17.50%

SWISX

• 1D: 0.32%
• 1M: -10.91%
• YTD: -1.95%
• 6M: 2.32%
• 1Y: 19.51%
• 3Y*: 13.26%
• 5Y*: 7.79%
• 10Y*: 8.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BMI vs. SWISX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BMI

BMI Risk / Return Rank: 24
BMI Sharpe Ratio Rank: 20
BMI Sortino Ratio Rank: 21
BMI Omega Ratio Rank: 20
BMI Calmar Ratio Rank: 28
BMI Martin Ratio Rank: 31

SWISX

SWISX Risk / Return Rank: 62
SWISX Sharpe Ratio Rank: 62
SWISX Sortino Ratio Rank: 60
SWISX Omega Ratio Rank: 57
SWISX Calmar Ratio Rank: 67
SWISX Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BMI vs. SWISX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Badger Meter, Inc. (BMI) and Schwab International Index Fund (SWISX). 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.

	BMI	SWISX	Difference
Sharpe ratio Return per unit of total volatility	-0.50	1.08	-1.58
Sortino ratio Return per unit of downside risk	-0.46	1.52	-1.98
Omega ratio Gain probability vs. loss probability	0.93	1.22	-0.28
Calmar ratio Return relative to maximum drawdown	-0.45	1.51	-1.96
Martin ratio Return relative to average drawdown	-0.72	5.81	-6.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BMI vs. SWISX - Sharpe Ratio Comparison

The current BMI Sharpe Ratio is -0.50, which is lower than the SWISX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of BMI and SWISX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BMI	SWISX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.50	1.08	-1.58
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	0.49	-0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	0.51	+0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.29	+0.18

Correlation

The correlation between BMI and SWISX is 0.39, 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.

Dividends

BMI vs. SWISX - Dividend Comparison

BMI's dividend yield for the trailing twelve months is around 1.01%, less than SWISX's 3.62% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BMI Badger Meter, Inc.	1.01%	0.85%	0.58%	0.64%	0.78%	0.71%	0.74%	0.99%	1.14%	1.03%	1.16%	1.33%
SWISX Schwab International Index Fund	3.62%	3.55%	3.29%	3.31%	2.73%	3.34%	1.88%	3.09%	3.15%	2.71%	3.19%	2.71%

Drawdowns

BMI vs. SWISX - Drawdown Comparison

The maximum BMI drawdown since its inception was -68.22%, which is greater than SWISX's maximum drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for BMI and SWISX.

Drawdown Indicators

	BMI	SWISX	Difference
Max Drawdown Largest peak-to-trough decline	-68.22%	-60.65%	-7.57%
Max Drawdown (1Y) Largest decline over 1 year	-42.92%	-11.39%	-31.53%
Max Drawdown (5Y) Largest decline over 5 years	-42.92%	-29.42%	-13.50%
Max Drawdown (10Y) Largest decline over 10 years	-42.92%	-33.83%	-9.09%
Current Drawdown Current decline from peak	-39.63%	-10.91%	-28.72%
Average Drawdown Average peak-to-trough decline	-18.88%	-14.88%	-4.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	26.84%	2.97%	+23.87%

Volatility

BMI vs. SWISX - Volatility Comparison

Badger Meter, Inc. (BMI) has a higher volatility of 9.53% compared to Schwab International Index Fund (SWISX) at 7.16%. This indicates that BMI's price experiences larger fluctuations and is considered to be riskier than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BMI	SWISX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.53%	7.16%	+2.37%
Volatility (6M) Calculated over the trailing 6-month period	26.37%	10.88%	+15.49%
Volatility (1Y) Calculated over the trailing 1-year period	38.63%	17.01%	+21.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.80%	16.06%	+15.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.73%	16.79%	+15.94%