AMLP vs SCHO

Comparison between ALERIAN MLP ETF (AMLP, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceAMLP has outperformed SCHO, delivering a return of +18.8% compared to +1.8%

AMLP vs SCHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMLP(ETF)	SCHO(ETF)
Net Assets	$13B	$13B
Expense Ratio	1.01%	0.03%
Max Drawdown	85.40%	7.87%
Sharpe Ratio	1.39	-0.14
5Y Beta	0.45	-0.02
P/E Ratio	15.91	N/A
Forward P/E	12.46	N/A
PEG Ratio	-0.30	N/A
5Y Dividends CAGR	5.17%	32.98%
5Y EPS CAGR	8.69%	N/A
P/S Ratio	0.76	N/A
P/B Ratio	2.83	N/A

Net Assets

Winner

AMLP

$13B

SCHO

$13B

Expense Ratio

AMLP

1.01%

Winner

SCHO

0.03%

Max Drawdown

AMLP

85.40%

Winner

SCHO

7.87%

Sharpe Ratio

Winner

AMLP

1.39

SCHO

-0.14

5Y Beta

AMLP

0.45

Winner

SCHO

-0.02

P/E Ratio

AMLP

15.91

SCHO

N/A

Forward P/E

AMLP

12.46

SCHO

N/A

PEG Ratio

AMLP

-0.30

SCHO

N/A

5Y Dividends CAGR

AMLP

5.17%

Winner

SCHO

32.98%

5Y EPS CAGR

AMLP

8.69%

SCHO

N/A

P/S Ratio

AMLP

0.76

SCHO

N/A

P/B Ratio

AMLP

2.83

SCHO

N/A

AMLP vs SCHO - Historical Returns

Returns include dividend reinvestment.

Period	AMLP	SCHO
1 month	+3.86%	-0.06%
3 months	+7.56%	-0.08%
6 months	+19.32%	+0.97%
1 year	+19.74%	+3.66%
5 years(CAGR)	+18.81%	+1.80%
10 years(CAGR)	+7.40%	+1.71%
Max(CAGR)	+5.78%	+1.34%

Winner

AMLP

+3.86%

SCHO

-0.06%

Winner

AMLP

+7.56%

SCHO

-0.08%

Winner

AMLP

+19.32%

SCHO

+0.97%

Winner

AMLP

+19.74%

SCHO

+3.66%

5Y(CAGR)

Winner

AMLP

+18.81%

SCHO

+1.80%

10Y(CAGR)

Winner

AMLP

+7.40%

SCHO

+1.71%

Max(CAGR)

Winner

AMLP

+5.78%

SCHO

+1.34%

AMLP vs SCHO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AMLP	SCHO
2026	+16.28%	+0.40%
2025	+4.59%	+5.14%
2024	+22.58%	+3.78%
2023	+23.37%	+4.20%
2022	+22.03%	-3.76%
2021	+40.23%	-0.66%
2020	-33.05%	+3.11%
2019	+4.07%	+3.49%
2018	-14.76%	+1.36%
2017	-8.94%	+0.35%
2016	+13.85%	+0.68%
2015	-26.27%	+0.43%
2014	+5.84%	+0.61%
2013	+15.72%	+0.35%
2012	+1.80%	+0.31%
2011	+9.78%	+1.43%
2010	+8.94%	+0.15%

AMLP vs SCHO Drawdown Comparison

The maximum drawdown for AMLP was -77.21%, occurring on Mar 18, 2020. Recovery took 2330 trading sessions.

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The current AMLP drawdown is -0.09%. The current SCHO drawdown is -0.33%.

Rank	AMLP	SCHO
#1	-77.21% Aug 29, 2014 - Dec 1, 2023	-5.69% Aug 3, 2021 - May 15, 2024
#2	-14.27% Apr 2, 2025 - Jan 27, 2026	-1.07% Sep 7, 2017 - Nov 19, 2018
#3	-12.88% Apr 28, 2011 - Nov 30, 2011	-0.98% Sep 24, 2024 - Jan 24, 2025
#4	-9.73% Feb 24, 2012 - Oct 1, 2012	-0.94% Jul 5, 2016 - Aug 1, 2017
#5	-8.34% Nov 29, 2024 - Jan 16, 2025	-0.86% Feb 27, 2026 - Mar 26, 2026
#6	-7.29% Jul 22, 2024 - Nov 6, 2024	-0.78% Nov 1, 2010 - Apr 29, 2011
#7	-6.84% Dec 1, 2023 - Jan 26, 2024	-0.70% Oct 14, 2015 - Feb 2, 2016
#8	-6.14% Oct 17, 2012 - Jan 9, 2013	-0.69% Sep 4, 2019 - Oct 3, 2019
#9	-5.52% Apr 3, 2024 - Jun 24, 2024	-0.64% Apr 30, 2025 - Jun 20, 2025
#10	-5.35% Jul 15, 2013 - Dec 30, 2013	-0.53% Oct 15, 2014 - Jan 14, 2015
#11	-5.25% Feb 18, 2025 - Apr 2, 2025	-0.48% Feb 11, 2016 - Apr 5, 2016
#12	-5.06% May 22, 2013 - Jul 11, 2013	-0.45% Apr 4, 2025 - Apr 21, 2025
#13	-5.02% Mar 26, 2026 - Apr 30, 2026	-0.45% Feb 2, 2015 - Apr 1, 2015
#14	-4.23% Feb 28, 2011 - Apr 21, 2011	-0.45% Jan 30, 2012 - May 11, 2012
#15	-3.60% Jul 1, 2014 - Aug 14, 2014	-0.42% May 1, 2013 - Sep 25, 2013

Correlation

Correlation between AMLP and SCHO is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (2010 - 2026)

AMLP vs SCHO dividend yield comparison.

Year	AMLP	SCHO
2026	1.87%	1.27%
2025	8.36%	4.06%
2024	7.70%	4.29%
2023	7.86%	3.76%
2022	7.70%	1.34%
2021	8.55%	0.42%
2020	12.31%	1.28%
2019	9.12%	2.27%
2018	9.29%	1.60%
2017	7.97%	1.12%
2016	8.09%	0.82%
2015	9.84%	0.68%
2014	6.45%	0.47%
2013	6.00%	0.29%
2012	6.24%	0.29%
2011	6.01%	0.41%
2010	1.54%	0.13%