IJK vs SCHI

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF).

5-Year PerformanceIJK has outperformed SCHI, delivering a return of +8.7% compared to +1.5%

IJK vs SCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	SCHI(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.17%	0.03%
Max Drawdown	54.57%	23.65%
Sharpe Ratio	1.44	0.77
5Y Beta	1.07	0.08
P/E Ratio	30.24	N/A
Forward P/E	20.24	N/A
5Y Dividends CAGR	7.90%	16.69%
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.05	N/A
P/B Ratio	4.54	N/A

Net Assets

IJK

$11B

SCHI

$11B

Expense Ratio

IJK

0.17%

Winner

SCHI

0.03%

Max Drawdown

IJK

54.57%

Winner

SCHI

23.65%

Sharpe Ratio

Winner

IJK

1.44

SCHI

0.77

5Y Beta

IJK

1.07

Winner

SCHI

0.08

P/E Ratio

IJK

30.24

SCHI

N/A

Forward P/E

IJK

20.24

SCHI

N/A

5Y Dividends CAGR

IJK

7.90%

Winner

SCHI

16.69%

5Y EPS CAGR

IJK

18.26%

SCHI

N/A

Debt to Equity

IJK

49.04%

SCHI

N/A

P/S Ratio

IJK

3.05

SCHI

N/A

P/B Ratio

IJK

4.54

SCHI

N/A

IJK vs SCHI - Historical Returns

Returns include dividend reinvestment.

Period	IJK	SCHI
1 month	+4.92%	-0.37%
3 months	+8.65%	-0.91%
6 months	+16.10%	+0.66%
1 year	+26.56%	+7.13%
5 years(CAGR)	+8.70%	+1.46%
10 years(CAGR)	+11.57%	N/A
Max(CAGR)	+8.67%	+2.19%

Winner

IJK

+4.92%

SCHI

-0.37%

Winner

IJK

+8.65%

SCHI

-0.91%

Winner

IJK

+16.10%

SCHI

+0.66%

Winner

IJK

+26.56%

SCHI

+7.13%

5Y(CAGR)

Winner

IJK

+8.70%

SCHI

+1.46%

10Y(CAGR)

IJK

+11.57%

SCHI

N/A

Max(CAGR)

Winner

IJK

+8.67%

SCHI

+2.19%

IJK vs SCHI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	SCHI
2026	+13.98%	+0.14%
2025	+7.13%	+9.42%
2024	+16.51%	+3.71%
2023	+18.34%	+8.39%
2022	-18.96%	-13.56%
2021	+20.35%	-1.70%
2020	+21.93%	+9.65%
2019	+27.10%	+1.00%
2018	-11.46%	N/A
2017	+19.22%	N/A
2016	+16.58%	N/A
2015	+1.78%	N/A
2014	+8.56%	N/A
2013	+28.90%	N/A
2012	+16.30%	N/A
2011	-2.55%	N/A
2010	+28.48%	N/A
2009	+37.16%	N/A
2008	-36.84%	N/A
2007	+12.52%	N/A
2006	+4.12%	N/A
2005	+15.12%	N/A
2004	+13.84%	N/A
2003	+27.15%	N/A
2002	-18.87%	N/A
2001	-2.29%	N/A
2000	-2.70%	N/A

IJK vs SCHI Drawdown Comparison

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

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

The current IJK drawdown is -1.30%. The current SCHI drawdown is -1.46%.

Rank	IJK	SCHI
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-20.67% Aug 3, 2021 - Jul 22, 2025
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-16.83% Mar 4, 2020 - Jun 8, 2020
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-4.36% Dec 31, 2020 - Aug 2, 2021
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-3.01% Feb 27, 2026 - Mar 27, 2026
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-1.44% Aug 6, 2020 - Nov 19, 2020
#6	-25.63% Nov 25, 2024 - Dec 11, 2025	-1.20% Oct 27, 2025 - Nov 26, 2025
#7	-23.95% Sep 14, 2018 - Nov 27, 2019	-1.12% Nov 1, 2019 - Nov 26, 2019
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-0.97% Jun 10, 2020 - Jun 15, 2020
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-0.82% Sep 15, 2025 - Oct 13, 2025
#10	-13.98% May 8, 2006 - Jan 24, 2007	-0.78% Jan 14, 2026 - Feb 5, 2026
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-0.65% Nov 26, 2025 - Dec 26, 2025
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-0.64% Jun 16, 2020 - Jul 1, 2020
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-0.56% Nov 30, 2020 - Dec 15, 2020
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-0.52% Aug 13, 2025 - Aug 22, 2025
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-0.49% Dec 3, 2019 - Dec 13, 2019

Correlation

Correlation between IJK and SCHI is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2000 - 2026)

IJK vs SCHI dividend yield comparison.

Year	IJK	SCHI
2026	0.09%	1.69%
2025	0.66%	4.99%
2024	0.79%	5.12%
2023	1.13%	4.28%
2022	1.08%	3.10%
2021	0.50%	1.93%
2020	0.70%	2.31%
2019	1.09%	0.53%
2018	1.13%	0.00%
2017	0.93%	0.00%
2016	1.15%	0.00%
2015	1.12%	0.00%
2014	0.91%	0.00%
2013	0.88%	0.00%
2012	0.99%	0.00%
2011	0.66%	0.00%
2010	0.57%	0.00%
2009	0.61%	0.00%
2008	0.80%	0.00%
2007	0.80%	0.00%
2006	0.38%	0.00%
2005	0.58%	0.00%
2004	0.43%	0.00%
2003	0.35%	0.00%
2002	0.26%	0.00%
2001	0.10%	0.00%
2000	0.38%	0.00%