Correlation
The correlation between BSVSX and SCHJ is 0.22, 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.
BSVSX vs. SCHJ
Compare and contrast key facts about Baird Equity Opportunity Fund (BSVSX) and Schwab 1-5 Year Corporate Bond ETF (SCHJ).
BSVSX is managed by Baird. It was launched on May 1, 2012. 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: BSVSX or SCHJ.
Performance
BSVSX vs. SCHJ - Performance Comparison
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Key characteristics
BSVSX:
0.57
SCHJ:
2.81
BSVSX:
0.88
SCHJ:
4.12
BSVSX:
1.12
SCHJ:
1.58
BSVSX:
0.49
SCHJ:
0.15
BSVSX:
1.48
SCHJ:
15.64
BSVSX:
8.79%
SCHJ:
0.45%
BSVSX:
25.83%
SCHJ:
2.52%
BSVSX:
-42.57%
SCHJ:
-55.65%
BSVSX:
-12.97%
SCHJ:
-43.12%
Returns By Period
In the year-to-date period, BSVSX achieves a -8.03% return, which is significantly lower than SCHJ's 2.77% return.
BSVSX
-8.03%
8.06%
-11.23%
14.66%
7.52%
11.00%
5.37%
SCHJ
2.77%
0.29%
2.64%
7.04%
4.16%
2.00%
N/A
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BSVSX vs. SCHJ - Expense Ratio Comparison
BSVSX has a 1.50% expense ratio, which is higher than SCHJ's 0.05% expense ratio.
Risk-Adjusted Performance
BSVSX vs. SCHJ — Risk-Adjusted Performance Rank
BSVSX
SCHJ
BSVSX vs. SCHJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Equity Opportunity Fund (BSVSX) 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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Dividends
BSVSX vs. SCHJ - Dividend Comparison
BSVSX's dividend yield for the trailing twelve months is around 1.24%, less than SCHJ's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 1.24% | 1.14% | 0.00% | 33.67% | 4.55% | 5.49% | 0.71% | 4.03% | 2.80% | 0.73% | 0.38% | 1.60% |
SCHJ Schwab 1-5 Year Corporate Bond ETF | 4.20% | 4.00% | 2.98% | 1.64% | 0.94% | 2.54% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSVSX vs. SCHJ - Drawdown Comparison
The maximum BSVSX drawdown since its inception was -42.57%, smaller than the maximum SCHJ drawdown of -55.65%. Use the drawdown chart below to compare losses from any high point for BSVSX and SCHJ.
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Volatility
BSVSX vs. SCHJ - Volatility Comparison
Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 6.92% compared to Schwab 1-5 Year Corporate Bond ETF (SCHJ) at 0.66%. This indicates that BSVSX's price experiences larger fluctuations and is considered to be riskier than SCHJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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