BAI vs SCHO
Comparison between iShares A.I. Innovation and Tech Active ETF (BAI, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).
BAI vs SCHO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAI
$13B
SCHO
$13B
Expense Ratio
BAI
0.55%
Winner
SCHO
0.03%
Max Drawdown
BAI
34.09%
Winner
SCHO
7.87%
Sharpe Ratio
Winner
BAI
1.05
SCHO
-0.73
5Y Beta
BAI
1.79
Winner
SCHO
-0.01
P/E Ratio
BAI
53.45
SCHO
N/A
Forward P/E
BAI
23.48
SCHO
N/A
PEG Ratio
BAI
0.19
SCHO
N/A
5Y Dividends CAGR
BAI
N/A
SCHO
36.79%
5Y EPS CAGR
BAI
36.02%
SCHO
N/A
P/S Ratio
BAI
3.38
SCHO
N/A
P/B Ratio
BAI
11.74
SCHO
N/A
BAI vs SCHO - Historical Returns
Returns include dividend reinvestment.
1M
BAI
-2.42%
Winner
SCHO
+0.50%
3M
BAI
-6.74%
Winner
SCHO
+0.76%
6M
Winner
BAI
+25.96%
SCHO
+0.64%
1Y
Winner
BAI
+48.76%
SCHO
+2.97%
5Y(CAGR)
BAI
N/A
SCHO
+1.96%
10Y(CAGR)
BAI
N/A
SCHO
+1.76%
Max(CAGR)
Winner
BAI
+37.91%
SCHO
+1.36%
BAI vs SCHO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BAI | SCHO |
|---|---|---|
| 2026 | +30.99% | +1.17% |
| 2025 | +23.71% | +5.14% |
| 2024 | +8.06% | +3.78% |
| 2023 | N/A | +4.20% |
| 2022 | N/A | -3.76% |
| 2021 | N/A | -0.66% |
| 2020 | N/A | +3.11% |
| 2019 | N/A | +3.49% |
| 2018 | N/A | +1.36% |
| 2017 | N/A | +0.35% |
| 2016 | N/A | +0.68% |
| 2015 | N/A | +0.43% |
| 2014 | N/A | +0.61% |
| 2013 | N/A | +0.35% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | +1.43% |
| 2010 | N/A | +0.15% |
BAI vs SCHO Drawdown Comparison
The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.
The current BAI drawdown is -18.31%. The current SCHO drawdown is -0.04%.
| Rank | BAI | SCHO |
|---|---|---|
| #1 | -34.09% Jan 23, 2025 - Jul 16, 2025 | -5.69% Aug 3, 2021 - May 15, 2024 |
| #2 | -30.85% Jun 22, 2026 - Jul 29, 2026 | -1.07% Sep 7, 2017 - Nov 19, 2018 |
| #3 | -16.22% Oct 29, 2025 - Apr 8, 2026 | -0.98% Sep 24, 2024 - Jan 24, 2025 |
| #4 | -12.27% Jun 2, 2026 - Jun 15, 2026 | -0.94% Jul 5, 2016 - Aug 1, 2017 |
| #5 | -7.67% Aug 13, 2025 - Sep 8, 2025 | -0.86% Feb 27, 2026 - Jun 29, 2026 |
| #6 | -7.48% May 14, 2026 - May 26, 2026 | -0.78% Nov 1, 2010 - Apr 29, 2011 |
| #7 | -6.28% Jan 6, 2025 - Jan 22, 2025 | -0.70% Oct 14, 2015 - Feb 2, 2016 |
| #8 | -5.63% Nov 7, 2024 - Nov 21, 2024 | -0.69% Sep 4, 2019 - Oct 3, 2019 |
| #9 | -5.55% Dec 16, 2024 - Jan 6, 2025 | -0.64% Apr 30, 2025 - Jun 20, 2025 |
| #10 | -4.82% Oct 9, 2025 - Oct 27, 2025 | -0.53% Oct 15, 2014 - Jan 14, 2015 |
| #11 | -4.28% Apr 24, 2026 - Apr 30, 2026 | -0.48% Feb 11, 2016 - Apr 5, 2016 |
| #12 | -4.09% Sep 22, 2025 - Oct 6, 2025 | -0.45% Apr 4, 2025 - Apr 21, 2025 |
| #13 | -4.05% Jun 15, 2026 - Jun 18, 2026 | -0.45% Feb 2, 2015 - Apr 1, 2015 |
| #14 | -3.84% Dec 6, 2024 - Dec 16, 2024 | -0.45% Jan 30, 2012 - May 11, 2012 |
| #15 | -3.81% Oct 30, 2024 - Nov 6, 2024 | -0.42% May 1, 2013 - Sep 25, 2013 |
Correlation
Correlation between BAI and SCHO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2010 - 2026)
BAI vs SCHO dividend yield comparison.
| Year | BAI | SCHO |
|---|---|---|
| 2026 | 0.00% | 2.24% |
| 2025 | 1.80% | 4.06% |
| 2024 | 0.00% | 4.29% |
| 2023 | 0.00% | 3.76% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 0.42% |
| 2020 | 0.00% | 1.28% |
| 2019 | 0.00% | 2.27% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 1.12% |
| 2016 | 0.00% | 0.82% |
| 2015 | 0.00% | 0.68% |
| 2014 | 0.00% | 0.47% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.29% |
| 2011 | 0.00% | 0.41% |
| 2010 | 0.00% | 0.13% |
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