BUSA vs. SCHV
Compare and contrast key facts about Brandes U.S. Value ETF (BUSA) and Schwab U.S. Large-Cap Value ETF (SCHV).
BUSA and SCHV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUSA is an actively managed fund by Brandes. It was launched on Oct 3, 2023. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUSA or SCHV.
Correlation
The correlation between BUSA and SCHV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUSA vs. SCHV - Performance Comparison
Key characteristics
BUSA:
1.67
SCHV:
2.13
BUSA:
2.44
SCHV:
3.03
BUSA:
1.30
SCHV:
1.38
BUSA:
2.63
SCHV:
2.95
BUSA:
6.67
SCHV:
8.64
BUSA:
2.90%
SCHV:
2.65%
BUSA:
11.58%
SCHV:
10.69%
BUSA:
-7.38%
SCHV:
-37.08%
BUSA:
-0.64%
SCHV:
-1.54%
Returns By Period
In the year-to-date period, BUSA achieves a 6.20% return, which is significantly higher than SCHV's 5.52% return.
BUSA
6.20%
1.54%
8.93%
18.17%
N/A
N/A
SCHV
5.52%
2.34%
9.22%
21.60%
12.43%
12.35%
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BUSA vs. SCHV - Expense Ratio Comparison
BUSA has a 0.60% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Risk-Adjusted Performance
BUSA vs. SCHV — Risk-Adjusted Performance Rank
BUSA
SCHV
BUSA vs. SCHV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes U.S. Value ETF (BUSA) and Schwab U.S. Large-Cap Value ETF (SCHV). 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
BUSA vs. SCHV - Dividend Comparison
BUSA's dividend yield for the trailing twelve months is around 1.29%, less than SCHV's 2.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUSA Brandes U.S. Value ETF | 1.29% | 1.37% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 2.13% | 2.25% | 3.61% | 5.00% | 4.82% | 6.42% | 4.39% | 5.87% | 3.72% | 6.95% | 4.06% | 4.85% |
Drawdowns
BUSA vs. SCHV - Drawdown Comparison
The maximum BUSA drawdown since its inception was -7.38%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for BUSA and SCHV. For additional features, visit the drawdowns tool.
Volatility
BUSA vs. SCHV - Volatility Comparison
The current volatility for Brandes U.S. Value ETF (BUSA) is 2.52%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 2.66%. This indicates that BUSA experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.