BMR vs. SCHD
BMR (Beamr Imaging Ltd. Ordinary Share) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past 3 years, BMR returned -19.30%/yr vs 14.03%/yr for SCHD. At a 0.12 correlation, their price movements are largely independent.
Performance
BMR vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, BMR achieves a -8.60% return, which is significantly lower than SCHD's 20.06% return.
BMR
- 1D
- 0.35%
- 1M
- -11.42%
- 6M
- -29.31%
- YTD
- -8.60%
- 1Y
- -52.17%
- 3Y*
- -19.30%
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.43%
- 1M
- -0.50%
- 6M
- 15.35%
- YTD
- 20.06%
- 1Y
- 22.91%
- 3Y*
- 14.03%
- 5Y*
- 8.85%
- 10Y*
- 12.35%
BMR vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BMR Beamr Imaging Ltd. Ordinary Share | -8.60% | -68.09% | 239.31% | -63.20% |
SCHD Schwab U.S. Dividend Equity ETF | 20.06% | 4.34% | 11.66% | 5.48% |
Correlation
The correlation between BMR and SCHD is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.12 |
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Return for Risk
BMR vs. SCHD — Risk / Return Rank
BMR
SCHD
BMR vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Beamr Imaging Ltd. Ordinary Share (BMR) and Schwab U.S. 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMR | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.81 | ||
| Sortino ratioReturn per unit of downside risk | -4.26 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.36 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 4.81 | -5.66 |
| Martin ratioReturn relative to average drawdown | -1.29 | 11.71 | -13.00 |
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Drawdowns
BMR vs. SCHD - Drawdown Comparison
The maximum BMR drawdown since its inception was -91.80%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BMR and SCHD.
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Drawdown Indicators
| BMR | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -33.37% | -58.43% |
Max Drawdown (1Y)Largest decline over 1 year | -63.03% | -4.61% | -58.42% |
Max Drawdown (3Y)Largest decline over 3 years | -91.80% | -16.13% | -75.67% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -91.08% | -0.53% | -90.55% |
Average DrawdownAverage peak-to-trough decline | -72.86% | -3.31% | -69.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.69% | 1.93% | +39.76% |
Volatility
BMR vs. SCHD - Volatility Comparison
Beamr Imaging Ltd. Ordinary Share (BMR) has a higher volatility of 24.52% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.54%. This indicates that BMR'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.
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Volatility by Period
| BMR | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.52% | 3.54% | +20.98% |
Volatility (6M)Calculated over the trailing 6-month period | 50.44% | 7.88% | +42.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.89% | 10.95% | +57.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 238.89% | 14.36% | +224.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 238.89% | 16.69% | +222.20% |
Dividends
BMR vs. SCHD - Dividend Comparison
BMR has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMR Beamr Imaging Ltd. Ordinary Share | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.23% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
BMR and SCHD have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BMR has higher volatility (24.52%) compared to SCHD (3.54%). In terms of maximum drawdown, BMR dropped -91.80% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.03 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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