AOK vs SCHQ
Comparison between ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).
5-Year PerformanceAOK has outperformed SCHQ, delivering a return of +3.6% compared to -5.5%
AOK vs SCHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AOK vs SCHQ - Historical Returns
Returns include dividend reinvestment.
AOK vs SCHQ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AOK | SCHQ |
|---|---|---|
| 2026 | +3.62% | +0.18% |
| 2025 | +11.44% | +5.23% |
| 2024 | +7.10% | -5.88% |
| 2023 | +10.30% | +1.53% |
| 2022 | -13.75% | -27.71% |
| 2021 | +5.03% | -4.78% |
| 2020 | +8.81% | +16.50% |
| 2019 | +13.65% | -4.02% |
| 2018 | -3.25% | N/A |
| 2017 | +9.60% | N/A |
| 2016 | +5.60% | N/A |
| 2015 | -1.07% | N/A |
| 2014 | +4.47% | N/A |
| 2013 | +6.05% | N/A |
| 2012 | +6.34% | N/A |
| 2011 | +4.24% | N/A |
| 2010 | +6.63% | N/A |
| 2009 | +8.46% | N/A |
| 2008 | +4.06% | N/A |
AOK vs SCHQ Drawdown Comparison
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current AOK drawdown is -0.55%. The current SCHQ drawdown is -36.54%.
| Rank | AOK | SCHQ |
|---|---|---|
| #1 | -18.94% Nov 5, 2021 - Jul 16, 2024 | -46.13% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -14.55% Feb 19, 2020 - Jun 8, 2020 | -14.77% Mar 9, 2020 - Aug 4, 2020 |
| #3 | -10.84% Nov 25, 2008 - Dec 9, 2008 | -4.81% Oct 10, 2019 - Jan 24, 2020 |
| #4 | -9.06% Dec 19, 2008 - May 8, 2009 | -2.39% Jan 31, 2020 - Feb 20, 2020 |
| #5 | -6.42% Apr 24, 2015 - Jun 3, 2016 | -1.01% Mar 3, 2020 - Mar 5, 2020 |
| #6 | -6.15% Jan 26, 2018 - Mar 15, 2019 | -0.80% Jan 27, 2020 - Jan 29, 2020 |
| #7 | -5.02% Nov 14, 2008 - Nov 25, 2008 | -0.69% Feb 28, 2020 - Mar 3, 2020 |
| #8 | -4.96% Feb 26, 2025 - May 13, 2025 | -0.53% Feb 25, 2020 - Feb 27, 2020 |
| #9 | -4.50% Feb 25, 2026 - Apr 17, 2026 | N/A |
| #10 | -4.43% May 21, 2013 - Sep 18, 2013 | N/A |
| #11 | -3.79% May 8, 2009 - Jun 12, 2009 | N/A |
| #12 | -3.68% Jul 22, 2011 - Oct 28, 2011 | N/A |
| #13 | -3.64% Jun 12, 2009 - Aug 4, 2009 | N/A |
| #14 | -3.50% Dec 6, 2024 - Feb 26, 2025 | N/A |
| #15 | -3.41% Sep 7, 2016 - Feb 23, 2017 | N/A |
Correlation
Correlation between AOK and SCHQ is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2008 - 2026)
AOK vs SCHQ dividend yield comparison.
| Year | AOK | SCHQ |
|---|---|---|
| 2026 | 1.09% | 2.09% |
| 2025 | 3.28% | 4.54% |
| 2024 | 3.23% | 4.58% |
| 2023 | 2.93% | 3.79% |
| 2022 | 2.25% | 2.88% |
| 2021 | 1.55% | 1.69% |
| 2020 | 2.10% | 1.51% |
| 2019 | 2.71% | 0.44% |
| 2018 | 2.68% | 0.00% |
| 2017 | 2.91% | 0.00% |
| 2016 | 2.14% | 0.00% |
| 2015 | 2.02% | 0.00% |
| 2014 | 2.08% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.05% | 0.00% |
| 2011 | 2.35% | 0.00% |
| 2010 | 1.78% | 0.00% |
| 2009 | 2.33% | 0.00% |
| 2008 | 0.44% | 0.00% |
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