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BIV vs SCHG

Comparison between VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF) and SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF).

5-Year PerformanceSCHG has outperformed BIV, delivering a return of +16.4% compared to +0.5%

BIV vs SCHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BIV
$52B
Winner
SCHG
$56B
Expense Ratio
BIV
N/A
SCHG
0.04%
Max Drawdown
Winner
BIV
25.30%
SCHG
35.02%
Sharpe Ratio
BIV
0.35
Winner
SCHG
1.57
5Y Beta
Winner
BIV
0.03
SCHG
1.21
P/E Ratio
BIV
N/A
SCHG
36.46
Forward P/E
BIV
N/A
SCHG
26.96
5Y Dividends CAGR
BIV
3.55%
Winner
SCHG
8.76%
5Y EPS CAGR
BIV
N/A
SCHG
32.70%
Debt to Equity
BIV
N/A
SCHG
26.30%
P/S Ratio
BIV
N/A
SCHG
5.40
P/B Ratio
BIV
N/A
SCHG
9.02

BIV vs SCHG - Historical Returns

Returns include dividend reinvestment.

1M
BIV
-0.63%
Winner
SCHG
+10.08%
3M
BIV
-1.21%
Winner
SCHG
+11.81%
6M
BIV
-0.02%
Winner
SCHG
+3.47%
1Y
BIV
+5.54%
Winner
SCHG
+26.56%
5Y(CAGR)
BIV
+0.45%
Winner
SCHG
+16.40%
10Y(CAGR)
BIV
+1.95%
Winner
SCHG
+18.88%
Max(CAGR)
BIV
+3.84%
Winner
SCHG
+16.57%

BIV vs SCHG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBIVSCHG
2026-0.24%+4.96%
2025+8.48%+17.63%
2024+2.01%+37.01%
2023+5.52%+51.47%
2022-12.65%-32.41%
2021-2.39%+29.82%
2020+9.43%+37.31%
2019+10.08%+36.13%
2018+0.14%-2.42%
2017+3.73%+27.04%
2016+2.78%+8.61%
2015+0.81%+3.52%
2014+7.02%+16.71%
2013-3.49%+30.57%
2012+6.89%+15.02%
2011+11.22%-1.75%
2010+8.70%+14.92%
2009+5.49%+2.70%
2008+6.85%N/A
2007+6.32%N/A

BIV vs SCHG Drawdown Comparison

The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The current BIV drawdown is -2.07%. The current SCHG drawdown is -0.18%.

RankBIVSCHG
#1-18.95%
Aug 6, 2020 - Feb 13, 2026
-34.59%
Nov 19, 2021 - Dec 18, 2023
#2-13.63%
Sep 15, 2008 - Dec 16, 2008
-32.39%
Feb 19, 2020 - Jun 10, 2020
#3-9.16%
Mar 6, 2020 - May 22, 2020
-23.39%
Dec 16, 2024 - Jun 30, 2025
#4-7.66%
May 1, 2013 - Aug 13, 2014
-21.59%
Oct 1, 2018 - Apr 12, 2019
#5-6.02%
Nov 4, 2010 - Jun 1, 2011
-20.57%
Jul 7, 2011 - Feb 3, 2012
#6-5.93%
Jul 8, 2016 - Sep 5, 2017
-17.08%
Jul 20, 2015 - Aug 5, 2016
#7-5.76%
Dec 30, 2008 - Jul 8, 2009
-16.41%
Oct 29, 2025 - May 6, 2026
#8-5.05%
Sep 7, 2017 - Jan 31, 2019
-16.25%
Apr 23, 2010 - Nov 2, 2010
#9-3.93%
Mar 19, 2008 - Sep 15, 2008
-12.36%
Jul 10, 2024 - Oct 11, 2024
#10-3.59%
Jan 30, 2015 - Feb 2, 2016
-10.95%
Sep 2, 2020 - Nov 6, 2020
#11-3.14%
May 8, 2007 - Aug 17, 2007
-10.48%
Apr 2, 2012 - Sep 6, 2012
#12-2.87%
Feb 27, 2026 - Mar 26, 2026
-10.15%
Feb 12, 2021 - Apr 8, 2021
#13-2.77%
Sep 22, 2011 - Dec 16, 2011
-9.72%
Jan 26, 2018 - Jun 6, 2018
#14-2.74%
Nov 30, 2009 - Mar 2, 2010
-8.54%
Sep 14, 2012 - Jan 10, 2013
#15-2.46%
Sep 4, 2019 - Oct 4, 2019
-8.07%
Jan 11, 2010 - Mar 9, 2010

Correlation

Correlation between BIV and SCHG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2007 - 2026)

BIV vs SCHG dividend yield comparison.

YearBIVSCHG
20261.41%0.11%
20254.01%0.36%
20243.79%0.40%
20233.09%0.46%
20222.41%0.55%
20213.42%0.42%
20202.95%0.52%
20192.75%0.82%
20182.88%1.27%
20172.69%1.01%
20163.01%1.04%
20153.02%1.22%
20143.42%1.09%
20134.22%1.07%
20125.15%1.37%
20115.17%1.03%
20104.54%0.71%
20094.39%0.04%
20084.45%0.00%
20073.09%0.00%

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