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.
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.
Performance
BSVSX vs. SCHJ - Performance Comparison
Key characteristics
BSVSX:
0.47
SCHJ:
2.61
BSVSX:
0.74
SCHJ:
3.77
BSVSX:
1.10
SCHJ:
1.52
BSVSX:
0.31
SCHJ:
0.09
BSVSX:
1.22
SCHJ:
14.21
BSVSX:
8.42%
SCHJ:
0.45%
BSVSX:
25.45%
SCHJ:
2.50%
BSVSX:
-44.90%
SCHJ:
-77.82%
BSVSX:
-21.29%
SCHJ:
-71.73%
Returns By Period
In the year-to-date period, BSVSX achieves a -9.14% return, which is significantly lower than SCHJ's 2.15% return.
BSVSX
-9.14%
17.49%
-8.23%
11.96%
3.08%
0.87%
SCHJ
2.15%
0.81%
2.34%
6.48%
2.18%
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.
Dividends
BSVSX vs. SCHJ - Dividend Comparison
BSVSX's dividend yield for the trailing twelve months is around 0.01%, less than SCHJ's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 0.01% | 0.01% | 0.00% | 0.00% | 0.75% | 0.16% | 0.71% | 0.00% | 0.34% | 0.73% | 0.38% | 0.12% |
SCHJ Schwab 1-5 Year Corporate Bond ETF | 4.23% | 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 -44.90%, smaller than the maximum SCHJ drawdown of -77.82%. Use the drawdown chart below to compare losses from any high point for BSVSX and SCHJ. For additional features, visit the drawdowns tool.
Volatility
BSVSX vs. SCHJ - Volatility Comparison
Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 12.50% compared to Schwab 1-5 Year Corporate Bond ETF (SCHJ) at 1.09%. 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.