IEF vs SCHG
Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF).
5-Year PerformanceSCHG has outperformed IEF, delivering a return of +15.2% compared to -0.9%
IEF vs SCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEF vs SCHG - Historical Returns
Returns include dividend reinvestment.
IEF vs SCHG - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | IEF | SCHG |
|---|---|---|
| 2026 | +0.11% | +5.11% |
| 2025 | +7.97% | +17.63% |
| 2024 | -0.26% | +37.01% |
| 2023 | +2.84% | +51.47% |
| 2022 | -14.36% | -32.41% |
| 2021 | -3.35% | +29.82% |
| 2020 | +9.50% | +37.31% |
| 2019 | +7.80% | +36.13% |
| 2018 | +1.32% | -2.42% |
| 2017 | +2.60% | +27.04% |
| 2016 | +0.58% | +8.61% |
| 2015 | +1.00% | +3.52% |
| 2014 | +8.64% | +16.71% |
| 2013 | -5.66% | +30.57% |
| 2012 | +4.33% | +15.02% |
| 2011 | +16.00% | -1.75% |
| 2010 | +9.10% | +14.92% |
| 2009 | -5.23% | +2.70% |
| 2008 | +17.07% | N/A |
| 2007 | +10.05% | N/A |
| 2006 | +2.53% | N/A |
| 2005 | +2.44% | N/A |
| 2004 | +4.97% | N/A |
| 2003 | +3.73% | N/A |
| 2002 | +6.25% | N/A |
IEF vs SCHG Drawdown Comparison
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The current IEF drawdown is -10.74%.
| Rank | IEF | SCHG |
|---|---|---|
| #1 | -23.92% Aug 4, 2020 - Oct 19, 2023 | -34.59% Nov 19, 2021 - Dec 18, 2023 |
| #2 | -10.40% Dec 30, 2008 - Jun 28, 2010 | -32.39% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -9.07% May 1, 2013 - Oct 14, 2014 | -23.39% Dec 16, 2024 - Jun 30, 2025 |
| #4 | -8.81% Jul 8, 2016 - May 28, 2019 | -21.59% Oct 1, 2018 - Apr 12, 2019 |
| #5 | -8.53% Jun 13, 2003 - Mar 16, 2004 | -20.57% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -8.01% Oct 11, 2010 - Jul 13, 2011 | -17.08% Jul 20, 2015 - Aug 5, 2016 |
| #7 | -7.21% Mar 16, 2004 - Sep 22, 2004 | -16.41% Oct 29, 2025 - May 6, 2026 |
| #8 | -6.18% Mar 20, 2008 - Sep 15, 2008 | -16.25% Apr 23, 2010 - Nov 2, 2010 |
| #9 | -5.37% Sep 17, 2008 - Nov 19, 2008 | -12.36% Jul 10, 2024 - Oct 11, 2024 |
| #10 | -5.35% Jan 30, 2015 - Jan 28, 2016 | -10.95% Sep 2, 2020 - Nov 6, 2020 |
| #11 | -4.91% Jun 1, 2005 - Sep 21, 2006 | -10.48% Apr 2, 2012 - Sep 6, 2012 |
| #12 | -4.68% Mar 9, 2020 - Apr 1, 2020 | -10.15% Feb 12, 2021 - Apr 8, 2021 |
| #13 | -4.40% Sep 22, 2011 - Dec 19, 2011 | -9.72% Jan 26, 2018 - Jun 6, 2018 |
| #14 | -4.03% Oct 9, 2002 - Feb 13, 2003 | -8.54% Sep 14, 2012 - Jan 10, 2013 |
| #15 | -3.91% Feb 9, 2005 - May 5, 2005 | -8.07% Jan 11, 2010 - Mar 9, 2010 |
Correlation
Correlation between IEF and SCHG is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2002 - 2026)
IEF vs SCHG dividend yield comparison.
| Year | IEF | SCHG |
|---|---|---|
| 2026 | 1.29% | 0.11% |
| 2025 | 3.77% | 0.36% |
| 2024 | 3.62% | 0.40% |
| 2023 | 2.91% | 0.46% |
| 2022 | 1.96% | 0.55% |
| 2021 | 0.83% | 0.42% |
| 2020 | 1.08% | 0.52% |
| 2019 | 2.08% | 0.82% |
| 2018 | 2.24% | 1.27% |
| 2017 | 1.82% | 1.01% |
| 2016 | 1.81% | 1.04% |
| 2015 | 1.90% | 1.22% |
| 2014 | 2.05% | 1.09% |
| 2013 | 1.77% | 1.07% |
| 2012 | 1.79% | 1.37% |
| 2011 | 2.55% | 1.03% |
| 2010 | 3.24% | 0.71% |
| 2009 | 3.96% | 0.04% |
| 2008 | 3.71% | 0.00% |
| 2007 | 4.29% | 0.00% |
| 2006 | 4.23% | 0.00% |
| 2005 | 3.87% | 0.00% |
| 2004 | 3.74% | 0.00% |
| 2003 | 3.80% | 0.00% |
| 2002 | 2.07% | 0.00% |
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