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BTO.TO vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BTO.TO and SCHD is 0.12, 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.


-0.50.00.51.0
Correlation: 0.1

Performance

BTO.TO vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B2Gold Corp. (BTO.TO) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%NovemberDecember2025FebruaryMarchApril
24.24%
365.07%
BTO.TO
SCHD

Key characteristics

Sharpe Ratio

BTO.TO:

0.70

SCHD:

0.27

Sortino Ratio

BTO.TO:

1.23

SCHD:

0.48

Omega Ratio

BTO.TO:

1.15

SCHD:

1.07

Calmar Ratio

BTO.TO:

0.49

SCHD:

0.27

Martin Ratio

BTO.TO:

2.13

SCHD:

1.05

Ulcer Index

BTO.TO:

13.96%

SCHD:

4.09%

Daily Std Dev

BTO.TO:

42.39%

SCHD:

15.83%

Max Drawdown

BTO.TO:

-86.75%

SCHD:

-33.37%

Current Drawdown

BTO.TO:

-44.30%

SCHD:

-12.33%

Returns By Period

In the year-to-date period, BTO.TO achieves a 31.06% return, which is significantly higher than SCHD's -6.12% return. Over the past 10 years, BTO.TO has outperformed SCHD with an annualized return of 11.03%, while SCHD has yielded a comparatively lower 10.24% annualized return.


BTO.TO

YTD

31.06%

1M

2.68%

6M

-1.91%

1Y

32.67%

5Y*

-3.50%

10Y*

11.03%

SCHD

YTD

-6.12%

1M

-7.60%

6M

-10.14%

1Y

3.31%

5Y*

13.77%

10Y*

10.24%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BTO.TO vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTO.TO
The Risk-Adjusted Performance Rank of BTO.TO is 7474
Overall Rank
The Sharpe Ratio Rank of BTO.TO is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of BTO.TO is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BTO.TO is 7171
Omega Ratio Rank
The Calmar Ratio Rank of BTO.TO is 7474
Calmar Ratio Rank
The Martin Ratio Rank of BTO.TO is 7575
Martin Ratio Rank

SCHD
The Risk-Adjusted Performance Rank of SCHD is 5151
Overall Rank
The Sharpe Ratio Rank of SCHD is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 5050
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 4949
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 5454
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 5252
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.

BTO.TO vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for B2Gold Corp. (BTO.TO) and Schwab US Dividend Equity ETF (SCHD). 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.


Sharpe ratio
The chart of Sharpe ratio for BTO.TO, currently valued at 0.82, compared to the broader market-2.00-1.000.001.002.003.00
BTO.TO: 0.82
SCHD: 0.09
The chart of Sortino ratio for BTO.TO, currently valued at 1.36, compared to the broader market-6.00-4.00-2.000.002.004.00
BTO.TO: 1.36
SCHD: 0.23
The chart of Omega ratio for BTO.TO, currently valued at 1.17, compared to the broader market0.501.001.502.00
BTO.TO: 1.17
SCHD: 1.03
The chart of Calmar ratio for BTO.TO, currently valued at 0.57, compared to the broader market0.001.002.003.004.00
BTO.TO: 0.57
SCHD: 0.08
The chart of Martin ratio for BTO.TO, currently valued at 2.31, compared to the broader market-5.000.005.0010.0015.0020.00
BTO.TO: 2.31
SCHD: 0.33

The current BTO.TO Sharpe Ratio is 0.70, which is higher than the SCHD Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of BTO.TO and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.82
0.09
BTO.TO
SCHD

Dividends

BTO.TO vs. SCHD - Dividend Comparison

BTO.TO's dividend yield for the trailing twelve months is around 3.24%, less than SCHD's 4.09% yield.


TTM20242023202220212020201920182017201620152014
BTO.TO
B2Gold Corp.
3.24%4.55%3.82%4.41%3.40%1.69%0.19%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF
4.09%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

Drawdowns

BTO.TO vs. SCHD - Drawdown Comparison

The maximum BTO.TO drawdown since its inception was -86.75%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BTO.TO and SCHD. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-46.59%
-12.33%
BTO.TO
SCHD

Volatility

BTO.TO vs. SCHD - Volatility Comparison

B2Gold Corp. (BTO.TO) has a higher volatility of 20.07% compared to Schwab US Dividend Equity ETF (SCHD) at 11.02%. This indicates that BTO.TO's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
20.07%
11.02%
BTO.TO
SCHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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