EAGG vs SCHK

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).

5-Year PerformanceSCHK has outperformed EAGG, delivering a return of +12.6% compared to +0.1%

EAGG vs SCHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	SCHK(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.10%	0.03%
Max Drawdown	22.96%	34.80%
Sharpe Ratio	0.35	2.00
5Y Beta	0.04	0.99
P/E Ratio	N/A	28.55
Forward P/E	N/A	21.32
5Y Dividends CAGR	18.21%	4.88%
5Y EPS CAGR	N/A	25.23%
Debt to Equity	N/A	23.20%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	5.04

Net Assets

EAGG

$4.70B

SCHK

$4.70B

Expense Ratio

EAGG

0.10%

Winner

SCHK

0.03%

Max Drawdown

Winner

EAGG

22.96%

SCHK

34.80%

Sharpe Ratio

EAGG

0.35

Winner

SCHK

2.00

5Y Beta

Winner

EAGG

0.04

SCHK

0.99

P/E Ratio

EAGG

N/A

SCHK

28.55

Forward P/E

EAGG

N/A

SCHK

21.32

5Y Dividends CAGR

Winner

EAGG

18.21%

SCHK

4.88%

5Y EPS CAGR

EAGG

N/A

SCHK

25.23%

Debt to Equity

EAGG

N/A

SCHK

23.20%

P/S Ratio

EAGG

N/A

SCHK

3.33

P/B Ratio

EAGG

N/A

SCHK

5.04

EAGG vs SCHK - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	SCHK
1 month	+0.10%	+8.90%
3 months	+0.04%	+6.34%
6 months	+0.91%	+10.38%
1 year	+5.59%	+31.68%
5 years(CAGR)	+0.12%	+12.65%
10 years(CAGR)	N/A	+14.61%
Max(CAGR)	+2.13%	+14.61%

EAGG

+0.10%

Winner

SCHK

+8.90%

EAGG

+0.04%

Winner

SCHK

+6.34%

EAGG

+0.91%

Winner

SCHK

+10.38%

EAGG

+5.59%

Winner

SCHK

+31.68%

5Y(CAGR)

EAGG

+0.12%

Winner

SCHK

+12.65%

10Y(CAGR)

EAGG

N/A

SCHK

+14.61%

Max(CAGR)

EAGG

+2.13%

Winner

SCHK

+14.61%

EAGG vs SCHK - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EAGG	SCHK
2026	+0.64%	+8.15%
2025	+7.09%	+17.48%
2024	+1.63%	+25.29%
2023	+4.92%	+27.16%
2022	-12.52%	-19.88%
2021	-1.26%	+27.95%
2020	+7.20%	+19.71%
2019	+8.51%	+31.09%
2018	+2.35%	-5.78%
2017	N/A	+5.07%

EAGG vs SCHK Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The current EAGG drawdown is -2.47%.

Rank	EAGG	SCHK
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-34.80% Feb 19, 2020 - Aug 10, 2020
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-25.43% Dec 27, 2021 - Dec 14, 2023
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-19.63% Sep 20, 2018 - Apr 12, 2019
#4	-0.95% Apr 23, 2020 - May 20, 2020	-19.20% Feb 19, 2025 - Jun 26, 2025
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-9.83% Jan 26, 2018 - Jul 25, 2018
#6	-0.71% Mar 27, 2019 - May 7, 2019	-9.31% Sep 2, 2020 - Nov 11, 2020
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-8.97% Jan 12, 2026 - Apr 14, 2026
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-8.50% Jul 16, 2024 - Sep 19, 2024
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-6.75% May 3, 2019 - Jun 20, 2019
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-6.05% Jul 26, 2019 - Oct 25, 2019
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-5.60% Mar 28, 2024 - May 15, 2024
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-5.32% Oct 28, 2025 - Dec 10, 2025
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-5.31% Sep 2, 2021 - Oct 20, 2021
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-5.08% Feb 12, 2021 - Mar 15, 2021
#15	-0.29% May 15, 2019 - May 23, 2019	-4.79% Nov 16, 2021 - Dec 27, 2021