MS vs SCHW
Comparison between Morgan Stanley (MS, Company) and Charles Schwab Corp (SCHW, Company).
Both MS and SCHW are from the Financial Services sector.
5-Year PerformanceMS has outperformed SCHW, delivering a return of +21.5% compared to +4.6%
MS vs SCHW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MS vs SCHW - Historical Returns
Returns include dividend reinvestment.
MS vs SCHW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MS | SCHW |
|---|---|---|
| 2026 | +17.77% | -11.92% |
| 2025 | +46.27% | +36.96% |
| 2024 | +38.75% | +8.69% |
| 2023 | +12.98% | -14.61% |
| 2022 | -12.22% | -1.84% |
| 2021 | +47.04% | +61.06% |
| 2020 | +35.62% | +12.01% |
| 2019 | +30.19% | +16.22% |
| 2018 | -22.35% | -18.54% |
| 2017 | +24.27% | +28.78% |
| 2016 | +37.49% | +24.61% |
| 2015 | -16.56% | +9.81% |
| 2014 | +26.42% | +17.99% |
| 2013 | +61.12% | +74.54% |
| 2012 | +20.02% | +24.91% |
| 2011 | -45.95% | -34.61% |
| 2010 | -11.32% | -12.24% |
| 2009 | +77.42% | +17.99% |
| 2008 | -67.42% | -33.48% |
| 2007 | -20.79% | +37.09% |
| 2006 | +42.01% | +30.30% |
| 2005 | +3.57% | +26.74% |
| 2004 | -0.72% | +3.17% |
| 2003 | +40.79% | +3.64% |
| 2002 | -26.22% | -29.96% |
| 2001 | -21.19% | -40.49% |
| 2000 | +18.60% | +15.20% |
| 1999 | +29.05% | -1.58% |
MS vs SCHW Drawdown Comparison
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The current MS drawdown is -2.90%. The current SCHW drawdown is -16.55%.
| Rank | MS | SCHW |
|---|---|---|
| #1 | -88.12% Sep 11, 2000 - Nov 24, 2020 | -84.72% Mar 24, 2000 - Nov 10, 2016 |
| #2 | -33.36% Mar 24, 2000 - Jul 12, 2000 | -51.08% May 22, 2018 - Jan 6, 2021 |
| #3 | -32.39% Feb 9, 2022 - May 15, 2024 | -49.70% Jan 14, 2022 - Jun 30, 2025 |
| #4 | -29.24% Feb 6, 2025 - Jun 27, 2025 | -28.26% Nov 16, 1999 - Mar 1, 2000 |
| #5 | -18.83% Jan 15, 2026 - Apr 15, 2026 | -19.83% Feb 9, 2026 - May 28, 2026 |
| #6 | -15.63% Dec 31, 1999 - Mar 1, 2000 | -15.78% Jan 12, 2021 - Feb 17, 2021 |
| #7 | -13.15% Jul 17, 2024 - Oct 4, 2024 | -13.78% Mar 16, 2017 - Jul 3, 2017 |
| #8 | -11.88% Jan 14, 2021 - Feb 22, 2021 | -13.24% Mar 12, 2018 - May 9, 2018 |
| #9 | -11.24% Jan 11, 2022 - Feb 8, 2022 | -12.64% Jan 17, 2018 - Mar 9, 2018 |
| #10 | -10.73% Nov 21, 2024 - Jan 16, 2025 | -12.59% Jul 5, 2017 - Sep 27, 2017 |
| #11 | -10.50% Jun 4, 2021 - Jul 21, 2021 | -12.27% Jun 3, 2021 - Aug 27, 2021 |
| #12 | -9.95% Mar 10, 2000 - Mar 17, 2000 | -12.02% Nov 4, 1999 - Nov 12, 1999 |
| #13 | -9.47% Aug 27, 2021 - Jan 11, 2022 | -9.76% Aug 27, 2021 - Sep 27, 2021 |
| #14 | -8.44% Jul 13, 2000 - Aug 4, 2000 | -8.49% Mar 10, 2000 - Mar 17, 2000 |
| #15 | -8.36% Mar 12, 2021 - May 5, 2021 | -8.20% Oct 22, 2021 - Dec 16, 2021 |
Correlation
Correlation between MS and SCHW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MS vs SCHW dividend yield comparison.
| Year | MS | SCHW |
|---|---|---|
| 2026 | 0.94% | 0.72% |
| 2025 | 2.17% | 1.08% |
| 2024 | 2.82% | 1.35% |
| 2023 | 3.49% | 1.45% |
| 2022 | 3.47% | 1.01% |
| 2021 | 2.14% | 0.86% |
| 2020 | 2.04% | 1.36% |
| 2019 | 2.54% | 1.43% |
| 2018 | 2.77% | 1.11% |
| 2017 | 1.72% | 0.62% |
| 2016 | 1.66% | 0.68% |
| 2015 | 1.73% | 0.73% |
| 2014 | 0.90% | 0.79% |
| 2013 | 0.64% | 0.92% |
| 2012 | 0.78% | 1.67% |
| 2011 | 1.32% | 2.13% |
| 2010 | 0.74% | 1.40% |
| 2009 | 1.48% | 1.28% |
| 2008 | 6.73% | 1.36% |
| 2007 | 28.86% | 4.70% |
| 2006 | 1.33% | 0.70% |
| 2005 | 1.90% | 0.61% |
| 2004 | 1.80% | 0.62% |
| 2003 | 1.59% | 0.42% |
| 2002 | 2.30% | 0.41% |
| 2001 | 1.64% | 0.28% |
| 2000 | 1.01% | 0.14% |
| 1999 | 0.00% | 0.04% |
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