BTA vs. SWVXX

Last updated Jun 4, 2026

BTA (BlackRock Long-Term Municipal Advantage Trust) is a stock, while SWVXX (Schwab Value Advantage Money Fund) is Money Market fund actively managed by Charles Schwab. At a 0.05 correlation, their price movements are largely independent.

Performance

BTA vs. SWVXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Long-Term Municipal Advantage Trust (BTA) and Schwab Value Advantage Money Fund (SWVXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BTA

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SWVXX

• 1D: 0.00%
• 1M: 0.29%
• YTD: 1.45%
• 6M: 1.77%
• 1Y: 3.85%
• 3Y*: 4.71%
• 5Y*: 3.14%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTA vs. SWVXX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BTA BlackRock Long-Term Municipal Advantage Trust	5.82%	1.29%	0.52%	14.83%	-33.64%	16.47%
SWVXX Schwab Value Advantage Money Fund	1.45%	4.15%	5.16%	5.04%	0.00%	0.00%

Correlation

The correlation between BTA and SWVXX is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (All Time) Calculated using the full available price history since May 26, 2021	0.05

Return for Risk

BTA vs. SWVXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Long-Term Municipal Advantage Trust (BTA) and Schwab Value Advantage Money Fund (SWVXX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BTA	SWVXX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.71	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	2.95	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.94	—

Drawdowns

Drawdown Indicators

	BTA	SWVXX	Difference
Max Drawdown Largest peak-to-trough decline	—	0.00%	—
Max Drawdown (1Y) Largest decline over 1 year	—	0.00%	—
Max Drawdown (3Y) Largest decline over 3 years	—	0.00%	—
Max Drawdown (5Y) Largest decline over 5 years	—	0.00%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	0.00%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.00%	—

Volatility

Volatility by Period

	BTA	SWVXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.76%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	1.10%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	1.09%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	1.09%	—

Dividends

BTA vs. SWVXX - Dividend Comparison

BTA's dividend yield for the trailing twelve months is around 4.58%, more than SWVXX's 3.77% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTA BlackRock Long-Term Municipal Advantage Trust	4.58%	6.40%	5.53%	5.11%	6.74%	4.20%	4.79%	4.75%	6.10%	5.46%	5.95%	6.05%
SWVXX Schwab Value Advantage Money Fund	3.77%	4.06%	5.02%	4.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BTA and SWVXX in my portfolio?

BTA and SWVXX have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.