BRTR vs. SCHZ

The year-to-date returns for both stocks are quite close, with BRTR having a 2.60% return and SCHZ slightly lower at 2.54%.

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BRTR has a 0.38% expense ratio, which is higher than SCHZ's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) and Schwab U.S. Aggregate Bond ETF (SCHZ). 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.

The current BRTR Sharpe Ratio is 1.11, which is comparable to the SCHZ Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of BRTR and SCHZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRTR's dividend yield for the trailing twelve months is around 5.56%, more than SCHZ's 4.03% yield.

The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum SCHZ drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for BRTR and SCHZ.

Blackrock Total Return ETF (BRTR) and Schwab U.S. Aggregate Bond ETF (SCHZ) have volatilities of 1.46% and 1.45%, 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.