Correlation
The correlation between BRKIX and SCHD is 0.62, 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.
BRKIX vs. SCHD
Compare and contrast key facts about MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Schwab US Dividend Equity ETF (SCHD).
BRKIX is managed by MFS. It was launched on Sep 14, 2015. 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: BRKIX or SCHD.
Performance
BRKIX vs. SCHD - Performance Comparison
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Key characteristics
BRKIX:
0.77
SCHD:
0.35
BRKIX:
0.87
SCHD:
0.56
BRKIX:
1.12
SCHD:
1.07
BRKIX:
0.56
SCHD:
0.33
BRKIX:
1.85
SCHD:
0.99
BRKIX:
5.15%
SCHD:
5.36%
BRKIX:
16.46%
SCHD:
16.40%
BRKIX:
-41.15%
SCHD:
-33.37%
BRKIX:
-1.69%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, BRKIX achieves a 7.84% return, which is significantly higher than SCHD's -3.35% return.
BRKIX
7.84%
4.43%
8.61%
13.13%
6.97%
8.52%
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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BRKIX vs. SCHD - Expense Ratio Comparison
BRKIX has a 0.99% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
BRKIX vs. SCHD — Risk-Adjusted Performance Rank
BRKIX
SCHD
BRKIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Emerging Markets Equity Fund (BRKIX) 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.
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Dividends
BRKIX vs. SCHD - Dividend Comparison
BRKIX's dividend yield for the trailing twelve months is around 2.33%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKIX MFS Blended Research Emerging Markets Equity Fund | 2.33% | 2.51% | 2.75% | 3.07% | 3.80% | 1.60% | 1.83% | 5.35% | 4.42% | 1.42% | 0.63% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
BRKIX vs. SCHD - Drawdown Comparison
The maximum BRKIX drawdown since its inception was -41.15%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BRKIX and SCHD.
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Volatility
BRKIX vs. SCHD - Volatility Comparison
The current volatility for MFS Blended Research Emerging Markets Equity Fund (BRKIX) is 3.53%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that BRKIX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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