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ESGV vs SCHR

Comparison between VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceESGV has outperformed SCHR, delivering a return of +11.8% compared to +1.8%

ESGV vs SCHR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ESGV
$13B
SCHR
$13B
Expense Ratio
ESGV
0.09%
Winner
SCHR
0.03%
Max Drawdown
ESGV
33.86%
Winner
SCHR
20.13%
Sharpe Ratio
Winner
ESGV
1.37
SCHR
-0.22
5Y Beta
ESGV
1.05
Winner
SCHR
-0.01
P/E Ratio
ESGV
25.95
SCHR
N/A
Forward P/E
ESGV
19.99
SCHR
N/A
5Y Dividends CAGR
ESGV
7.75%
Winner
SCHR
21.13%
5Y EPS CAGR
ESGV
25.60%
SCHR
N/A
Debt to Equity
ESGV
24.18%
SCHR
N/A
P/S Ratio
ESGV
3.25
SCHR
N/A
P/B Ratio
ESGV
5.15
SCHR
N/A

ESGV vs SCHR - Historical Returns

Returns include dividend reinvestment.

1M
ESGV
-1.12%
Winner
SCHR
+0.33%
3M
Winner
ESGV
+14.61%
SCHR
-0.20%
6M
Winner
ESGV
+6.70%
SCHR
-0.27%
1Y
Winner
ESGV
+23.45%
SCHR
+2.71%
5Y(CAGR)
Winner
ESGV
+11.77%
SCHR
+1.79%
10Y(CAGR)
ESGV
N/A
SCHR
+3.00%
Max(CAGR)
Winner
ESGV
+14.29%
SCHR
+3.54%

ESGV vs SCHR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearESGVSCHR
2026+7.68%-0.39%
2025+16.78%+7.37%
2024+25.78%+4.53%
2023+31.30%+7.21%
2022-24.39%-8.32%
2021+28.15%-1.71%
2020+24.59%+9.25%
2019+33.24%+8.62%
2018-14.58%+3.65%
2017N/A+3.19%
2016N/A+2.27%
2015N/A+2.98%
2014N/A+5.80%
2013N/A-1.57%
2012N/A+3.78%
2011N/A+12.09%
2010N/A-0.33%

ESGV vs SCHR Drawdown Comparison

The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.

The current ESGV drawdown is -3.57%. The current SCHR drawdown is -2.03%.

RankESGVSCHR
#1-33.67%
Feb 19, 2020 - Jul 22, 2020
-13.78%
Aug 4, 2020 - Aug 1, 2024
#2-28.81%
Dec 27, 2021 - Jan 19, 2024
-5.40%
Nov 4, 2010 - Jun 1, 2011
#3-20.41%
Feb 19, 2025 - Jun 27, 2025
-4.93%
May 1, 2013 - May 28, 2014
#4-19.89%
Sep 20, 2018 - Apr 8, 2019
-4.68%
Jul 5, 2016 - Aug 23, 2017
#5-11.60%
Jan 12, 2026 - Apr 17, 2026
-4.08%
Sep 16, 2024 - Apr 1, 2025
#6-9.63%
Sep 2, 2020 - Nov 11, 2020
-3.30%
Sep 7, 2017 - Dec 3, 2018
#7-9.31%
Jul 16, 2024 - Sep 19, 2024
-2.79%
Feb 27, 2026 - May 19, 2026
#8-7.03%
May 3, 2019 - Jun 20, 2019
-2.45%
Feb 2, 2012 - Apr 23, 2012
#9-6.38%
Mar 28, 2024 - May 15, 2024
-2.44%
Feb 2, 2015 - Aug 3, 2015
#10-6.26%
Jul 26, 2019 - Oct 25, 2019
-2.37%
Sep 22, 2011 - Nov 23, 2011
#11-5.94%
Oct 28, 2025 - Dec 23, 2025
-2.26%
Sep 4, 2019 - Oct 4, 2019
#12-5.83%
Sep 3, 2021 - Oct 21, 2021
-2.21%
Mar 9, 2020 - Mar 23, 2020
#13-5.79%
Feb 12, 2021 - Apr 1, 2021
-2.07%
Apr 4, 2025 - Apr 30, 2025
#14-5.11%
Jun 2, 2026 - Jun 10, 2026
-2.01%
Oct 14, 2015 - Jan 13, 2016
#15-4.82%
Nov 16, 2021 - Dec 27, 2021
-1.92%
Apr 30, 2025 - Jun 25, 2025

Correlation

Correlation between ESGV and SCHR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2010 - 2026)

ESGV vs SCHR dividend yield comparison.

YearESGVSCHR
20260.44%1.64%
20250.91%3.85%
20241.04%6.58%
20231.16%6.31%
20221.42%4.04%
20210.95%1.99%
20201.11%3.23%
20191.27%4.63%
20180.28%4.22%
20170.00%3.30%
20160.00%2.91%
20150.00%3.12%
20140.00%2.87%
20130.00%2.14%
20120.00%2.14%
20110.00%3.06%
20100.00%1.13%

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