IGV vs SCHI

Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceIGV has outperformed SCHI, delivering a return of +5.6% compared to +1.4%

IGV vs SCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGV(ETF)	SCHI(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.39%	0.03%
Max Drawdown	63.45%	23.65%
Sharpe Ratio	-0.32	0.76
5Y Beta	1.22	0.08
P/E Ratio	59.53	N/A
Forward P/E	16.57	N/A
5Y Dividends CAGR	-14.38%	16.70%
5Y EPS CAGR	23.66%	N/A
Debt to Equity	43.11%	N/A
P/S Ratio	6.84	N/A
P/B Ratio	6.19	N/A

Net Assets

Winner

IGV

$10B

SCHI

$10B

Expense Ratio

IGV

0.39%

Winner

SCHI

0.03%

Max Drawdown

IGV

63.45%

Winner

SCHI

23.65%

Sharpe Ratio

IGV

-0.32

Winner

SCHI

0.76

5Y Beta

IGV

1.22

Winner

SCHI

0.08

P/E Ratio

IGV

59.53

SCHI

N/A

Forward P/E

IGV

16.57

SCHI

N/A

5Y Dividends CAGR

IGV

-14.38%

Winner

SCHI

16.70%

5Y EPS CAGR

IGV

23.66%

SCHI

N/A

Debt to Equity

IGV

43.11%

SCHI

N/A

P/S Ratio

IGV

6.84

SCHI

N/A

P/B Ratio

IGV

6.19

SCHI

N/A

IGV vs SCHI - Historical Returns

Returns include dividend reinvestment.

Period	IGV	SCHI
1 month	+14.29%	+0.15%
3 months	+7.16%	-0.08%
6 months	-16.74%	+1.28%
1 year	-9.22%	+7.51%
5 years(CAGR)	+5.64%	+1.39%
10 years(CAGR)	+16.56%	N/A
Max(CAGR)	+9.30%	+2.25%

Winner

IGV

+14.29%

SCHI

+0.15%

Winner

IGV

+7.16%

SCHI

-0.08%

IGV

-16.74%

Winner

SCHI

+1.28%

IGV

-9.22%

Winner

SCHI

+7.51%

5Y(CAGR)

Winner

IGV

+5.64%

SCHI

+1.39%

10Y(CAGR)

IGV

+16.56%

SCHI

N/A

Max(CAGR)

Winner

IGV

+9.30%

SCHI

+2.25%

IGV vs SCHI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGV	SCHI
2026	-11.18%	+0.54%
2025	+5.79%	+9.42%
2024	+26.94%	+3.71%
2023	+58.23%	+8.39%
2022	-34.91%	-13.56%
2021	+14.54%	-1.70%
2020	+50.16%	+9.65%
2019	+35.03%	+1.00%
2018	+11.20%	N/A
2017	+40.67%	N/A
2016	+8.07%	N/A
2015	+12.72%	N/A
2014	+14.13%	N/A
2013	+26.84%	N/A
2012	+15.96%	N/A
2011	-8.47%	N/A
2010	+22.65%	N/A
2009	+41.64%	N/A
2008	-37.28%	N/A
2007	+15.64%	N/A
2006	+9.59%	N/A
2005	-4.50%	N/A
2004	+12.93%	N/A
2003	+43.77%	N/A
2002	-43.69%	N/A
2001	-13.15%	N/A

IGV vs SCHI Drawdown Comparison

The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The current IGV drawdown is -22.62%. The current SCHI drawdown is -1.07%.

Rank	IGV	SCHI
#1	-63.45% Jul 13, 2001 - Oct 8, 2007	-20.67% Aug 3, 2021 - Jul 22, 2025
#2	-49.81% Oct 31, 2007 - Oct 26, 2010	-16.83% Mar 4, 2020 - Jun 8, 2020
#3	-45.85% Nov 9, 2021 - Sep 24, 2024	-4.36% Dec 31, 2020 - Aug 2, 2021
#4	-36.61% Sep 22, 2025 - Apr 10, 2026	-3.01% Feb 27, 2026 - Mar 27, 2026
#5	-30.30% Feb 19, 2020 - May 29, 2020	-1.44% Aug 6, 2020 - Nov 19, 2020
#6	-27.17% Dec 6, 2024 - Jul 3, 2025	-1.20% Oct 27, 2025 - Nov 26, 2025
#7	-26.30% Jul 7, 2011 - Mar 13, 2012	-1.12% Nov 1, 2019 - Nov 26, 2019
#8	-22.44% Sep 14, 2018 - Feb 22, 2019	-0.97% Jun 10, 2020 - Jun 15, 2020
#9	-21.51% Dec 1, 2015 - May 27, 2016	-0.82% Sep 15, 2025 - Oct 13, 2025
#10	-15.31% Feb 12, 2021 - Jun 24, 2021	-0.78% Jan 14, 2026 - Feb 5, 2026
#11	-13.64% Apr 2, 2012 - Jan 25, 2013	-0.65% Nov 26, 2025 - Dec 26, 2025
#12	-13.00% Aug 17, 2015 - Oct 28, 2015	-0.64% Jun 16, 2020 - Jul 1, 2020
#13	-11.55% Mar 5, 2014 - Aug 11, 2014	-0.56% Nov 30, 2020 - Dec 15, 2020
#14	-11.41% Sep 2, 2020 - Nov 27, 2020	-0.52% Aug 13, 2025 - Aug 22, 2025
#15	-10.78% Jul 26, 2019 - Nov 25, 2019	-0.49% Dec 3, 2019 - Dec 13, 2019

Correlation

Correlation between IGV and SCHI is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2003 - 2026)

IGV vs SCHI dividend yield comparison.

Year	IGV	SCHI
2026	0.00%	1.69%
2025	0.00%	4.99%
2024	0.00%	5.12%
2023	0.01%	4.28%
2022	0.01%	3.10%
2021	0.00%	1.93%
2020	0.35%	2.31%
2019	0.02%	0.53%
2018	0.16%	0.00%
2017	0.09%	0.00%
2016	0.82%	0.00%
2015	0.22%	0.00%
2014	0.29%	0.00%
2013	0.33%	0.00%
2012	0.27%	0.00%
2011	0.04%	0.00%
2005	0.09%	0.00%
2004	0.48%	0.00%
2003	0.65%	0.00%