BOND vs SCHZ
Comparison between PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).
5-Year PerformanceBOND has outperformed SCHZ, delivering a return of +0.4% compared to -0.0%
BOND vs SCHZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BOND vs SCHZ - Historical Returns
Returns include dividend reinvestment.
BOND vs SCHZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BOND | SCHZ |
|---|---|---|
| 2026 | +0.15% | -0.05% |
| 2025 | +8.34% | +7.19% |
| 2024 | +3.33% | +1.72% |
| 2023 | +5.90% | +4.98% |
| 2022 | -14.20% | -12.55% |
| 2021 | -0.71% | -1.62% |
| 2020 | +7.52% | +7.24% |
| 2019 | +8.44% | +8.39% |
| 2018 | +0.14% | -0.16% |
| 2017 | +4.66% | +3.26% |
| 2016 | +2.92% | +2.13% |
| 2015 | +0.63% | +0.27% |
| 2014 | +6.51% | +6.09% |
| 2013 | -1.03% | -1.85% |
| 2012 | +11.91% | +3.78% |
| 2011 | N/A | +4.23% |
BOND vs SCHZ Drawdown Comparison
The maximum drawdown for BOND was -19.72%, occurring on Oct 21, 2022. Recovery took 1059 trading sessions.
The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current BOND drawdown is -1.94%. The current SCHZ drawdown is -2.81%.
| Rank | BOND | SCHZ |
|---|---|---|
| #1 | -19.72% Aug 3, 2021 - Oct 21, 2025 | -18.74% Aug 4, 2020 - Oct 24, 2022 |
| #2 | -10.88% Mar 9, 2020 - Jul 15, 2020 | -10.27% Mar 6, 2020 - May 22, 2020 |
| #3 | -6.17% May 2, 2013 - May 15, 2014 | -4.89% May 2, 2013 - May 9, 2014 |
| #4 | -3.81% Sep 30, 2016 - Apr 11, 2017 | -4.35% Jul 8, 2016 - Aug 29, 2017 |
| #5 | -3.53% Apr 1, 2015 - Apr 28, 2016 | -3.51% Sep 7, 2017 - Jan 31, 2019 |
| #6 | -3.12% Sep 8, 2017 - Jan 3, 2019 | -2.78% Apr 17, 2015 - Feb 8, 2016 |
| #7 | -3.12% Dec 31, 2020 - Jul 19, 2021 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #8 | -3.01% Feb 27, 2026 - May 19, 2026 | -1.81% Feb 2, 2015 - Apr 15, 2015 |
| #9 | -1.76% Jan 30, 2015 - Apr 1, 2015 | -1.73% Sep 22, 2011 - Dec 14, 2011 |
| #10 | -1.61% Sep 4, 2019 - Jan 3, 2020 | -1.40% Jan 31, 2012 - Apr 23, 2012 |
| #11 | -1.34% Apr 18, 2017 - Jun 2, 2017 | -1.36% Aug 2, 2012 - Oct 1, 2012 |
| #12 | -1.03% Mar 8, 2012 - Mar 27, 2012 | -1.26% Dec 5, 2012 - Apr 5, 2013 |
| #13 | -1.03% Jun 26, 2017 - Jul 21, 2017 | -1.14% Aug 29, 2014 - Oct 7, 2014 |
| #14 | -1.03% Aug 7, 2020 - Nov 19, 2020 | -1.10% Aug 18, 2011 - Sep 2, 2011 |
| #15 | -1.03% Oct 28, 2025 - Nov 26, 2025 | -0.96% Oct 16, 2014 - Dec 12, 2014 |
Correlation
Correlation between BOND and SCHZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
BOND vs SCHZ dividend yield comparison.
| Year | BOND | SCHZ |
|---|---|---|
| 2026 | 2.13% | 1.74% |
| 2025 | 5.11% | 4.05% |
| 2024 | 5.02% | 3.96% |
| 2023 | 4.06% | 3.28% |
| 2022 | 3.44% | 2.63% |
| 2021 | 2.58% | 2.16% |
| 2020 | 2.66% | 2.43% |
| 2019 | 3.38% | 2.79% |
| 2018 | 3.18% | 2.56% |
| 2017 | 2.87% | 2.40% |
| 2016 | 2.85% | 2.24% |
| 2015 | 4.14% | 2.11% |
| 2014 | 4.13% | 2.03% |
| 2013 | 2.82% | 2.01% |
| 2012 | 2.52% | 2.04% |
| 2011 | 0.00% | 0.76% |
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