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BSVKX vs. SCHJ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSVKX and SCHJ is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

BSVKX vs. SCHJ

Last updated May 30, 2025

Compare and contrast key facts about BlackRock Sustainable U.S. Value Equity Fund (BSVKX) and Schwab 1-5 Year Corporate Bond ETF (SCHJ).

BSVKX is managed by BlackRock. It was launched on Oct 19, 2021. SCHJ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Corporate (1-5 Y). It was launched on Oct 10, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSVKX or SCHJ.

Performance

BSVKX vs. SCHJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Sustainable U.S. Value Equity Fund (BSVKX) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BSVKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SCHJ

YTD

2.61%

1M

0.05%

6M

2.63%

1Y

7.02%

3Y*

3.98%

5Y*

1.97%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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BlackRock Sustainable U.S. Value Equity Fund

Schwab 1-5 Year Corporate Bond ETF

BSVKX vs. SCHJ - Expense Ratio Comparison

BSVKX has a 0.48% expense ratio, which is higher than SCHJ's 0.05% expense ratio.

BSVKX
BlackRock Sustainable U.S. Value Equity Fund
SCHJ
Schwab 1-5 Year Corporate Bond ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BSVKX vs. SCHJ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BSVKX
The Risk-Adjusted Performance Rank of BSVKX is 33
Overall Rank
The Sharpe Ratio Rank of BSVKX is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of BSVKX is 55
Sortino Ratio Rank
The Omega Ratio Rank of BSVKX is 55
Omega Ratio Rank
The Calmar Ratio Rank of BSVKX is 22
Calmar Ratio Rank
The Martin Ratio Rank of BSVKX is 11
Martin Ratio Rank
SCHJ
The Risk-Adjusted Performance Rank of SCHJ is 8282
Overall Rank
The Sharpe Ratio Rank of SCHJ is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHJ is 9797
Sortino Ratio Rank
The Omega Ratio Rank of SCHJ is 9797
Omega Ratio Rank
The Calmar Ratio Rank of SCHJ is 2323
Calmar Ratio Rank
The Martin Ratio Rank of SCHJ is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSVKX vs. SCHJ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable U.S. Value Equity Fund (BSVKX) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BSVKX vs. SCHJ - Dividend Comparison

BSVKX has not paid dividends to shareholders, while SCHJ's dividend yield for the trailing twelve months is around 4.21%.

TTM202420232022202120202019
BSVKX
BlackRock Sustainable U.S. Value Equity Fund		102.27%2.09%1.93%2.20%0.28%0.00%0.00%
SCHJ
Schwab 1-5 Year Corporate Bond ETF		4.21%4.00%2.98%1.64%0.94%2.54%0.42%

Drawdowns

BSVKX vs. SCHJ - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BSVKX vs. SCHJ - Volatility Comparison

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