Correlation
The correlation between CTRZX and SCHD is 0.00, 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.
CTRZX vs. SCHD
Compare and contrast key facts about Multi-Manager Total Return Bond Strategies Fund (CTRZX) and Schwab US Dividend Equity ETF (SCHD).
CTRZX is managed by Blackrock. It was launched on Jan 3, 2017. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTRZX or SCHD.
Performance
CTRZX vs. SCHD - Performance Comparison
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Key characteristics
CTRZX:
1.12
SCHD:
0.35
CTRZX:
1.65
SCHD:
0.56
CTRZX:
1.20
SCHD:
1.07
CTRZX:
0.52
SCHD:
0.33
CTRZX:
2.88
SCHD:
0.99
CTRZX:
2.13%
SCHD:
5.36%
CTRZX:
5.55%
SCHD:
16.40%
CTRZX:
-19.20%
SCHD:
-33.37%
CTRZX:
-6.02%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, CTRZX achieves a 2.08% return, which is significantly higher than SCHD's -3.35% return.
CTRZX
2.08%
-0.58%
0.47%
5.38%
1.73%
-0.31%
N/A
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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CTRZX vs. SCHD - Expense Ratio Comparison
CTRZX has a 0.49% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CTRZX vs. SCHD — Risk-Adjusted Performance Rank
CTRZX
SCHD
CTRZX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Total Return Bond Strategies Fund (CTRZX) 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.
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Dividends
CTRZX vs. SCHD - Dividend Comparison
CTRZX's dividend yield for the trailing twelve months is around 4.25%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRZX Multi-Manager Total Return Bond Strategies Fund | 4.25% | 4.61% | 4.20% | 2.89% | 2.14% | 4.69% | 3.34% | 2.90% | 2.22% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CTRZX vs. SCHD - Drawdown Comparison
The maximum CTRZX drawdown since its inception was -19.20%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CTRZX and SCHD.
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Volatility
CTRZX vs. SCHD - Volatility Comparison
The current volatility for Multi-Manager Total Return Bond Strategies Fund (CTRZX) is 1.56%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that CTRZX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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