ONEQ vs SCHZ

Comparison between FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ, ETF) and SCHWAB U.S. AGGREGATE BOND ETF (SCHZ, ETF).

5-Year PerformanceONEQ has outperformed SCHZ, delivering a return of +16.1% compared to +0.2%

ONEQ vs SCHZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ONEQ(ETF)	SCHZ(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.21%	0.03%
Max Drawdown	55.55%	24.30%
Sharpe Ratio	2.17	0.34
5Y Beta	1.25	0.04
Forward P/E	25.24	N/A
5Y Dividends CAGR	16.46%	9.67%
5Y EPS CAGR	32.63%	N/A
P/S Ratio	3.38	N/A
P/B Ratio	7.73	N/A

Net Assets

ONEQ

$10B

SCHZ

$10B

Expense Ratio

ONEQ

0.21%

Winner

SCHZ

0.03%

Max Drawdown

ONEQ

55.55%

Winner

SCHZ

24.30%

Sharpe Ratio

Winner

ONEQ

2.17

SCHZ

0.34

5Y Beta

ONEQ

1.25

Winner

SCHZ

0.04

Forward P/E

ONEQ

25.24

SCHZ

N/A

5Y Dividends CAGR

Winner

ONEQ

16.46%

SCHZ

9.67%

5Y EPS CAGR

ONEQ

32.63%

SCHZ

N/A

P/S Ratio

ONEQ

3.38

SCHZ

N/A

P/B Ratio

ONEQ

7.73

SCHZ

N/A

ONEQ vs SCHZ - Historical Returns

Returns include dividend reinvestment.

Period	ONEQ	SCHZ
1 month	+13.77%	-0.52%
3 months	+17.40%	-1.30%
6 months	+16.03%	+0.51%
1 year	+39.86%	+5.40%
5 years(CAGR)	+16.14%	+0.19%
10 years(CAGR)	+19.99%	+1.52%
Max(CAGR)	+13.52%	+2.09%

Winner

ONEQ

+13.77%

SCHZ

-0.52%

Winner

ONEQ

+17.40%

SCHZ

-1.30%

Winner

ONEQ

+16.03%

SCHZ

+0.51%

Winner

ONEQ

+39.86%

SCHZ

+5.40%

5Y(CAGR)

Winner

ONEQ

+16.14%

SCHZ

+0.19%

10Y(CAGR)

Winner

ONEQ

+19.99%

SCHZ

+1.52%

Max(CAGR)

Winner

ONEQ

+13.52%

SCHZ

+2.09%

ONEQ vs SCHZ - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	ONEQ	SCHZ
2026	+14.05%	+0.12%
2025	+21.08%	+7.19%
2024	+31.75%	+1.72%
2023	+46.53%	+4.98%
2022	-32.97%	-12.55%
2021	+24.00%	-1.62%
2020	+43.15%	+7.24%
2019	+37.55%	+8.39%
2018	-4.54%	-0.16%
2017	+28.37%	+3.26%
2016	+11.35%	+2.13%
2015	+7.55%	+0.27%
2014	+15.19%	+6.09%
2013	+35.41%	-1.85%
2012	+15.29%	+3.78%
2011	-2.18%	+4.23%
2010	+16.05%	N/A
2009	+39.93%	N/A
2008	-38.87%	N/A
2007	+9.80%	N/A
2006	+8.55%	N/A
2005	+3.01%	N/A
2004	+8.54%	N/A
2003	+9.20%	N/A

ONEQ vs SCHZ Drawdown Comparison

The maximum drawdown for ONEQ was -55.09%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.

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

The current SCHZ drawdown is -2.65%.

Rank	ONEQ	SCHZ
#1	-55.09% Oct 31, 2007 - Feb 7, 2011	-18.74% Aug 4, 2020 - Oct 24, 2022
#2	-35.23% Nov 19, 2021 - Jan 29, 2024	-10.27% Mar 6, 2020 - May 22, 2020
#3	-30.16% Feb 19, 2020 - Jun 5, 2020	-4.89% May 2, 2013 - May 9, 2014
#4	-24.09% Dec 16, 2024 - Jun 26, 2025	-4.35% Jul 8, 2016 - Aug 29, 2017
#5	-23.27% Aug 31, 2018 - Apr 23, 2019	-3.51% Sep 7, 2017 - Jan 31, 2019
#6	-18.54% Jul 7, 2011 - Feb 2, 2012	-2.78% Apr 17, 2015 - Feb 8, 2016
#7	-18.36% Jan 20, 2004 - Dec 3, 2004	-2.12% Sep 4, 2019 - Jan 21, 2020
#8	-17.65% Jul 20, 2015 - Jul 29, 2016	-1.81% Feb 2, 2015 - Apr 15, 2015
#9	-14.70% Apr 19, 2006 - Oct 16, 2006	-1.73% Sep 22, 2011 - Dec 14, 2011
#10	-13.24% Jul 10, 2024 - Oct 29, 2024	-1.40% Jan 31, 2012 - Apr 23, 2012
#11	-12.72% Dec 30, 2004 - Jul 20, 2005	-1.36% Aug 2, 2012 - Oct 1, 2012
#12	-12.64% Oct 29, 2025 - Apr 15, 2026	-1.26% Dec 5, 2012 - Apr 5, 2013
#13	-11.96% Sep 2, 2020 - Nov 25, 2020	-1.14% Aug 29, 2014 - Oct 7, 2014
#14	-11.77% Mar 27, 2012 - Sep 6, 2012	-1.10% Aug 18, 2011 - Sep 2, 2011
#15	-10.92% Sep 19, 2012 - Feb 1, 2013	-0.96% Oct 16, 2014 - Dec 12, 2014

Correlation

Correlation between ONEQ and SCHZ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2003 - 2026)

ONEQ vs SCHZ dividend yield comparison.

Year	ONEQ	SCHZ
2026	0.29%	1.38%
2025	0.54%	4.05%
2024	0.65%	3.96%
2023	0.71%	3.28%
2022	0.97%	2.63%
2021	0.54%	2.16%
2020	0.71%	2.43%
2019	2.51%	2.79%
2018	1.08%	2.56%
2017	0.84%	2.40%
2016	1.12%	2.24%
2015	1.04%	2.11%
2014	1.19%	2.03%
2013	0.84%	2.01%
2012	1.42%	2.04%
2011	0.85%	0.76%
2010	0.68%	0.00%
2009	0.51%	0.00%
2008	0.92%	0.00%
2007	0.57%	0.00%
2006	0.46%	0.00%
2005	0.97%	0.00%
2004	1.20%	0.00%
2003	0.09%	0.00%