BSBR vs. SCHG
Compare and contrast key facts about Banco Santander (Brasil) S.A. (BSBR) and Schwab U.S. Large-Cap Growth ETF (SCHG).
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: BSBR or SCHG.
Correlation
The correlation between BSBR and SCHG is 0.41, 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
BSBR vs. SCHG - Performance Comparison
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Key characteristics
BSBR:
0.10
SCHG:
0.74
BSBR:
0.38
SCHG:
1.21
BSBR:
1.05
SCHG:
1.17
BSBR:
0.06
SCHG:
0.82
BSBR:
0.23
SCHG:
2.74
BSBR:
15.66%
SCHG:
7.03%
BSBR:
31.59%
SCHG:
25.25%
BSBR:
-72.41%
SCHG:
-34.59%
BSBR:
-42.51%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, BSBR achieves a 42.94% return, which is significantly higher than SCHG's -0.90% return. Over the past 10 years, BSBR has underperformed SCHG with an annualized return of 5.43%, while SCHG has yielded a comparatively higher 15.88% annualized return.
BSBR
42.94%
19.51%
24.20%
3.10%
13.20%
5.43%
SCHG
-0.90%
12.52%
-0.43%
18.49%
19.64%
15.88%
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Risk-Adjusted Performance
BSBR vs. SCHG — Risk-Adjusted Performance Rank
BSBR
SCHG
BSBR vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Santander (Brasil) S.A. (BSBR) 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.
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Dividends
BSBR vs. SCHG - Dividend Comparison
BSBR's dividend yield for the trailing twelve months is around 5.15%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBR Banco Santander (Brasil) S.A. | 5.15% | 7.70% | 5.09% | 8.06% | 9.58% | 7.22% | 4.24% | 4.53% | 5.08% | 2.61% | 6.85% | 16.50% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
BSBR vs. SCHG - Drawdown Comparison
The maximum BSBR drawdown since its inception was -72.41%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BSBR and SCHG. For additional features, visit the drawdowns tool.
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Volatility
BSBR vs. SCHG - Volatility Comparison
Banco Santander (Brasil) S.A. (BSBR) has a higher volatility of 9.35% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 7.83%. This indicates that BSBR's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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