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BIT vs SCHQ

Comparison between BlackRock Multi-Sector Income Trust (BIT, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).

5-Year PerformanceBIT has outperformed SCHQ, delivering a return of +2.2% compared to -6.8%

BIT vs SCHQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BIT
$759M
Winner
SCHQ
$759M
Expense Ratio
BIT
N/A
SCHQ
0.03%
Max Drawdown
BIT
53.30%
Winner
SCHQ
50.28%
Sharpe Ratio
BIT
-0.74
Winner
SCHQ
-0.18
5Y Beta
BIT
0.35
Winner
SCHQ
0.04
5Y Dividends CAGR
BIT
2.11%
Winner
SCHQ
12.84%

BIT vs SCHQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BIT
-0.39%
SCHQ
-2.93%
3M
Winner
BIT
-0.80%
SCHQ
-2.68%
6M
Winner
BIT
-1.76%
SCHQ
-2.96%
1Y
BIT
-3.26%
Winner
SCHQ
+1.53%
5Y(CAGR)
Winner
BIT
+2.19%
SCHQ
-6.77%
10Y(CAGR)
BIT
+6.75%
SCHQ
N/A
Max(CAGR)
Winner
BIT
+5.97%
SCHQ
-4.04%

BIT vs SCHQ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearBITSCHQ
2026-0.38%-2.22%
2025+2.49%+5.23%
2024+7.07%-5.88%
2023+16.41%+1.53%
2022-14.15%-27.71%
2021+15.26%-4.78%
2020+19.14%+16.50%
2019+12.67%-4.02%
2018-7.43%N/A
2017+18.37%N/A
2016+17.55%N/A
2015+2.08%N/A
2014+5.67%N/A
2013-8.42%N/A

BIT vs SCHQ Drawdown Comparison

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current BIT drawdown is -5.53%. The current SCHQ drawdown is -38.06%.

RankBITSCHQ
#1-43.56%
Dec 2, 2019 - Aug 12, 2020
-46.13%
Aug 4, 2020 - Oct 19, 2023
#2-23.70%
Oct 22, 2021 - Jan 25, 2024
-14.77%
Mar 9, 2020 - Aug 4, 2020
#3-20.34%
Mar 25, 2013 - May 12, 2014
-4.81%
Oct 10, 2019 - Jan 24, 2020
#4-13.52%
Aug 28, 2018 - Apr 1, 2019
-2.39%
Jan 31, 2020 - Feb 20, 2020
#5-10.42%
Feb 14, 2025 - Jun 11, 2025
-1.01%
Mar 3, 2020 - Mar 5, 2020
#6-10.24%
Apr 28, 2015 - May 9, 2016
-0.80%
Jan 27, 2020 - Jan 29, 2020
#7-8.97%
Aug 13, 2025 - Mar 27, 2026
-0.69%
Feb 28, 2020 - Mar 3, 2020
#8-8.06%
Sep 7, 2016 - Dec 29, 2016
-0.53%
Feb 25, 2020 - Feb 27, 2020
#9-7.46%
Jan 9, 2018 - Aug 14, 2018
N/A
#10-7.26%
Aug 29, 2014 - Feb 12, 2015
N/A
#11-6.62%
Mar 27, 2024 - Sep 24, 2024
N/A
#12-4.15%
Aug 2, 2019 - Oct 14, 2019
N/A
#13-4.02%
Jul 9, 2014 - Aug 29, 2014
N/A
#14-3.99%
Oct 24, 2017 - Dec 28, 2017
N/A
#15-3.86%
Sep 24, 2024 - Jan 15, 2025
N/A

Correlation

Correlation between BIT and SCHQ is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67
-101

Dividend Comparison (2013 - 2026)

BIT vs SCHQ dividend yield comparison.

YearBITSCHQ
20267.10%2.51%
202511.15%4.54%
202410.17%4.58%
20239.89%3.79%
20229.57%2.88%
20218.18%1.69%
20208.46%1.51%
20198.84%0.44%
20189.12%0.00%
20178.44%0.00%
201611.65%0.00%
20158.66%0.00%
20148.85%0.00%
20136.82%0.00%

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