EFG vs SCHP
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).
5-Year PerformanceEFG has outperformed SCHP, delivering a return of +4.6% compared to +0.5%
EFG vs SCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFG vs SCHP - Historical Returns
Returns include dividend reinvestment.
EFG vs SCHP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFG | SCHP |
|---|---|---|
| 2026 | +10.01% | +0.91% |
| 2025 | +21.02% | +6.85% |
| 2024 | +3.20% | +2.08% |
| 2023 | +16.74% | +3.63% |
| 2022 | -23.27% | -11.55% |
| 2021 | +10.16% | +5.69% |
| 2020 | +17.02% | +10.35% |
| 2019 | +28.17% | +8.32% |
| 2018 | -13.23% | -1.53% |
| 2017 | +28.68% | +2.78% |
| 2016 | -1.54% | +4.36% |
| 2015 | +3.93% | -2.26% |
| 2014 | -4.10% | +4.18% |
| 2013 | +19.68% | -8.67% |
| 2012 | +14.71% | +6.75% |
| 2011 | -13.55% | +13.68% |
| 2010 | +9.96% | +1.17% |
| 2009 | +22.85% | N/A |
| 2008 | -40.01% | N/A |
| 2007 | +14.32% | N/A |
| 2006 | +17.74% | N/A |
| 2005 | +10.98% | N/A |
EFG vs SCHP Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.
The current EFG drawdown is -1.14%. The current SCHP drawdown is -0.97%.
| Rank | EFG | SCHP |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -14.25% Mar 8, 2022 - Oct 22, 2025 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -11.20% Dec 10, 2012 - Mar 20, 2019 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -10.85% Mar 6, 2020 - Jun 10, 2020 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -5.66% Oct 25, 2010 - Apr 19, 2011 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -5.00% Nov 9, 2021 - Mar 8, 2022 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -3.59% Aug 10, 2011 - Nov 7, 2011 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -2.87% Jan 25, 2021 - May 5, 2021 |
| #8 | -12.78% Feb 25, 2026 - Jun 2, 2026 | -2.43% Aug 29, 2019 - Jan 3, 2020 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -2.37% Jul 31, 2012 - Sep 13, 2012 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -1.93% Feb 27, 2026 - May 1, 2026 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -1.87% Feb 2, 2012 - Apr 17, 2012 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -1.53% Nov 7, 2011 - Jan 17, 2012 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -1.45% Oct 27, 2021 - Nov 8, 2021 |
| #14 | -5.47% Jun 22, 2026 - Aug 7, 2026 | -1.45% May 1, 2026 - Jul 27, 2026 |
| #15 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -1.45% Sep 9, 2021 - Oct 25, 2021 |
Correlation
Correlation between EFG and SCHP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
EFG vs SCHP dividend yield comparison.
| Year | EFG | SCHP |
|---|---|---|
| 2026 | 0.78% | 2.94% |
| 2025 | 2.53% | 4.06% |
| 2024 | 1.64% | 2.99% |
| 2023 | 1.63% | 3.02% |
| 2022 | 1.27% | 7.19% |
| 2021 | 1.54% | 4.39% |
| 2020 | 0.85% | 1.11% |
| 2019 | 1.69% | 2.02% |
| 2018 | 1.98% | 2.26% |
| 2017 | 1.56% | 1.90% |
| 2016 | 2.20% | 1.38% |
| 2015 | 1.75% | 0.28% |
| 2014 | 2.34% | 1.30% |
| 2013 | 1.86% | 0.67% |
| 2012 | 2.29% | 1.59% |
| 2011 | 2.48% | 2.81% |
| 2010 | 1.78% | 0.39% |
| 2009 | 2.09% | 0.00% |
| 2008 | 2.91% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 1.01% | 0.00% |
| 2005 | 0.41% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks