IQLT vs SCHR

Comparison between ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceIQLT has outperformed SCHR, delivering a return of +8.1% compared to +0.2%

IQLT vs SCHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQLT(ETF)	SCHR(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.30%	0.03%
Max Drawdown	32.40%	20.13%
Sharpe Ratio	1.18	0.07
5Y Beta	0.71	-0.01
5Y Dividends CAGR	12.26%	21.51%

Net Assets

IQLT

$13B

Winner

SCHR

$13B

Expense Ratio

IQLT

0.30%

Winner

SCHR

0.03%

Max Drawdown

IQLT

32.40%

Winner

SCHR

20.13%

Sharpe Ratio

Winner

IQLT

1.18

SCHR

0.07

5Y Beta

IQLT

0.71

Winner

SCHR

-0.01

5Y Dividends CAGR

IQLT

12.26%

Winner

SCHR

21.51%

IQLT vs SCHR - Historical Returns

Returns include dividend reinvestment.

Period	IQLT	SCHR
1 month	+0.33%	-0.65%
3 months	+1.30%	-1.18%
6 months	+9.26%	-0.19%
1 year	+19.63%	+4.11%
5 years(CAGR)	+8.12%	+0.18%
10 years(CAGR)	+9.51%	+1.25%
Max(CAGR)	+8.46%	+1.92%

Winner

IQLT

+0.33%

SCHR

-0.65%

Winner

IQLT

+1.30%

SCHR

-1.18%

Winner

IQLT

+9.26%

SCHR

-0.19%

Winner

IQLT

+19.63%

SCHR

+4.11%

5Y(CAGR)

Winner

IQLT

+8.12%

SCHR

+0.18%

10Y(CAGR)

Winner

IQLT

+9.51%

SCHR

+1.25%

Max(CAGR)

Winner

IQLT

+8.46%

SCHR

+1.92%

IQLT vs SCHR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IQLT	SCHR
2026	+6.81%	-0.36%
2025	+25.66%	+7.37%
2024	+3.01%	+1.68%
2023	+18.14%	+3.85%
2022	-15.53%	-10.09%
2021	+11.91%	-2.67%
2020	+11.78%	+7.50%
2019	+28.42%	+6.13%
2018	-11.43%	+1.46%
2017	+23.75%	+1.52%
2016	+2.35%	+0.84%
2015	+0.59%	+1.40%
2014	N/A	+4.28%
2013	N/A	-2.60%
2012	N/A	+2.67%
2011	N/A	+10.32%
2010	N/A	-0.88%

IQLT vs SCHR Drawdown Comparison

The maximum drawdown for IQLT was -32.21%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IQLT drawdown is -1.74%. The current SCHR drawdown is -2.34%.

Rank	IQLT	SCHR
#1	-32.21% Jan 17, 2020 - Oct 12, 2020	-16.11% Aug 4, 2020 - Oct 20, 2022
#2	-30.20% Sep 3, 2021 - Feb 15, 2024	-5.79% Nov 4, 2010 - Jun 24, 2011
#3	-20.16% May 15, 2015 - May 4, 2017	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-18.54% Jan 26, 2018 - Jun 20, 2019	-5.23% May 1, 2013 - Oct 13, 2014
#5	-13.18% Sep 26, 2024 - May 2, 2025	-2.68% Feb 2, 2015 - Aug 24, 2015
#6	-10.38% Feb 25, 2026 - May 6, 2026	-2.56% Jan 31, 2012 - May 4, 2012
#7	-7.75% Jul 12, 2024 - Aug 21, 2024	-2.48% Sep 22, 2011 - Dec 16, 2011
#8	-7.53% Jul 3, 2019 - Oct 25, 2019	-2.26% Sep 4, 2019 - Jan 27, 2020
#9	-7.36% Oct 12, 2020 - Nov 5, 2020	-2.21% Mar 9, 2020 - Mar 23, 2020
#10	-5.62% Mar 7, 2024 - May 15, 2024	-2.14% Oct 14, 2015 - Jan 20, 2016
#11	-5.43% Jul 23, 2025 - Sep 11, 2025	-1.89% Jun 24, 2011 - Jul 13, 2011
#12	-5.33% Feb 16, 2021 - Apr 5, 2021	-1.73% Feb 11, 2016 - Apr 7, 2016
#13	-4.74% Nov 12, 2025 - Dec 10, 2025	-1.56% Jul 24, 2012 - Dec 5, 2012
#14	-4.51% Aug 30, 2024 - Sep 26, 2024	-1.44% Dec 6, 2012 - Apr 4, 2013
#15	-4.46% Jan 8, 2021 - Feb 12, 2021	-1.43% Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between IQLT and SCHR is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2010 - 2026)

IQLT vs SCHR dividend yield comparison.

Year	IQLT	SCHR
2026	0.00%	1.31%
2025	2.33%	3.85%
2024	2.87%	3.77%
2023	2.27%	3.16%
2022	3.14%	2.02%
2021	2.24%	1.00%
2020	1.61%	1.62%
2019	2.28%	2.31%
2018	2.72%	2.11%
2017	2.36%	1.65%
2016	2.91%	1.46%
2015	2.78%	1.56%
2014	0.00%	1.44%
2013	0.00%	1.07%
2012	0.00%	1.07%
2011	0.00%	1.53%
2010	0.00%	0.57%