IJK vs SCHZ

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).

5-Year PerformanceIJK has outperformed SCHZ, delivering a return of +7.6% compared to +0.2%

IJK vs SCHZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	SCHZ(ETF)
Net Assets	$9.90B	$10B
Expense Ratio	0.17%	0.03%
Max Drawdown	54.57%	24.30%
Sharpe Ratio	1.52	0.35
5Y Beta	1.07	0.04
P/E Ratio	30.24	N/A
Forward P/E	20.16	N/A
5Y Dividends CAGR	7.90%	9.67%
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.50	N/A

Net Assets

IJK

$9.90B

Winner

SCHZ

$10B

Expense Ratio

IJK

0.17%

Winner

SCHZ

0.03%

Max Drawdown

IJK

54.57%

Winner

SCHZ

24.30%

Sharpe Ratio

Winner

IJK

1.52

SCHZ

0.35

5Y Beta

IJK

1.07

Winner

SCHZ

0.04

P/E Ratio

IJK

30.24

SCHZ

N/A

Forward P/E

IJK

20.16

SCHZ

N/A

5Y Dividends CAGR

IJK

7.90%

Winner

SCHZ

9.67%

5Y EPS CAGR

IJK

18.26%

SCHZ

N/A

Debt to Equity

IJK

49.04%

SCHZ

N/A

P/S Ratio

IJK

3.09

SCHZ

N/A

P/B Ratio

IJK

4.50

SCHZ

N/A

IJK vs SCHZ - Historical Returns

Returns include dividend reinvestment.

Period	IJK	SCHZ
1 month	+6.77%	+0.12%
3 months	+7.05%	+0.06%
6 months	+17.82%	+0.94%
1 year	+31.62%	+5.58%
5 years(CAGR)	+7.61%	+0.17%
10 years(CAGR)	+11.64%	+1.58%
Max(CAGR)	+8.70%	+2.13%

Winner

IJK

+6.77%

SCHZ

+0.12%

Winner

IJK

+7.05%

SCHZ

+0.06%

Winner

IJK

+17.82%

SCHZ

+0.94%

Winner

IJK

+31.62%

SCHZ

+5.58%

5Y(CAGR)

Winner

IJK

+7.61%

SCHZ

+0.17%

10Y(CAGR)

Winner

IJK

+11.64%

SCHZ

+1.58%

Max(CAGR)

Winner

IJK

+8.70%

SCHZ

+2.13%

IJK vs SCHZ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	SCHZ
2026	+14.68%	+0.64%
2025	+7.13%	+7.19%
2024	+16.51%	+1.72%
2023	+18.34%	+4.98%
2022	-18.96%	-12.55%
2021	+20.35%	-1.62%
2020	+21.93%	+7.24%
2019	+27.10%	+8.39%
2018	-11.46%	-0.16%
2017	+19.22%	+3.26%
2016	+16.58%	+2.13%
2015	+1.78%	+0.27%
2014	+8.56%	+6.09%
2013	+28.90%	-1.85%
2012	+16.30%	+3.78%
2011	-2.55%	+4.23%
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 SCHZ Drawdown Comparison

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

The maximum drawdown for SCHZ was -18.74%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IJK drawdown is -0.69%. The current SCHZ drawdown is -2.14%.

Rank	IJK	SCHZ
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-18.74% Aug 4, 2020 - Oct 24, 2022
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-10.27% Mar 6, 2020 - May 22, 2020
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-4.89% May 2, 2013 - May 9, 2014
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-4.35% Jul 8, 2016 - Aug 29, 2017
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-3.51% Sep 7, 2017 - Jan 31, 2019
#6	-25.63% Nov 25, 2024 - Dec 11, 2025	-2.78% Apr 17, 2015 - Feb 8, 2016
#7	-23.95% Sep 14, 2018 - Nov 27, 2019	-2.12% Sep 4, 2019 - Jan 21, 2020
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-1.81% Feb 2, 2015 - Apr 15, 2015
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-1.73% Sep 22, 2011 - Dec 14, 2011
#10	-13.98% May 8, 2006 - Jan 24, 2007	-1.40% Jan 31, 2012 - Apr 23, 2012
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-1.36% Aug 2, 2012 - Oct 1, 2012
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-1.26% Dec 5, 2012 - Apr 5, 2013
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-1.14% Aug 29, 2014 - Oct 7, 2014
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-1.10% Aug 18, 2011 - Sep 2, 2011
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-0.96% Oct 16, 2014 - Dec 12, 2014

Correlation

Correlation between IJK and SCHZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

IJK vs SCHZ dividend yield comparison.

Year	IJK	SCHZ
2026	0.09%	1.38%
2025	0.66%	4.05%
2024	0.79%	3.96%
2023	1.13%	3.28%
2022	1.08%	2.63%
2021	0.50%	2.16%
2020	0.70%	2.43%
2019	1.09%	2.79%
2018	1.13%	2.56%
2017	0.93%	2.40%
2016	1.15%	2.24%
2015	1.12%	2.11%
2014	0.91%	2.03%
2013	0.88%	2.01%
2012	0.99%	2.04%
2011	0.66%	0.76%
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%