BRZIX vs. SCHG
Compare and contrast key facts about BlackRock Sustainable Advantage International Equity Fund (BRZIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BRZIX is managed by Blackrock. It was launched on Aug 18, 2020. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRZIX or SCHG.
Correlation
The correlation between BRZIX and SCHG is 0.66, 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
BRZIX vs. SCHG - Performance Comparison
Key characteristics
BRZIX:
1.22
SCHG:
1.73
BRZIX:
1.72
SCHG:
2.30
BRZIX:
1.21
SCHG:
1.31
BRZIX:
1.59
SCHG:
2.52
BRZIX:
3.66
SCHG:
9.50
BRZIX:
4.40%
SCHG:
3.27%
BRZIX:
13.20%
SCHG:
17.95%
BRZIX:
-35.29%
SCHG:
-34.59%
BRZIX:
-1.63%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, BRZIX achieves a 8.45% return, which is significantly higher than SCHG's 3.84% return.
BRZIX
8.45%
7.57%
3.27%
13.76%
N/A
N/A
SCHG
3.84%
2.70%
14.84%
29.28%
18.57%
16.65%
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BRZIX vs. SCHG - Expense Ratio Comparison
BRZIX has a 0.50% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BRZIX vs. SCHG — Risk-Adjusted Performance Rank
BRZIX
SCHG
BRZIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage International Equity Fund (BRZIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
BRZIX vs. SCHG - Dividend Comparison
BRZIX's dividend yield for the trailing twelve months is around 3.53%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRZIX BlackRock Sustainable Advantage International Equity Fund | 3.53% | 3.83% | 2.59% | 3.28% | 2.41% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BRZIX vs. SCHG - Drawdown Comparison
The maximum BRZIX drawdown since its inception was -35.29%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BRZIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
BRZIX vs. SCHG - Volatility Comparison
The current volatility for BlackRock Sustainable Advantage International Equity Fund (BRZIX) is 3.47%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.24%. This indicates that BRZIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.