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ONEY vs SCHJ

Comparison between STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF (ONEY, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).

5-Year PerformanceONEY has outperformed SCHJ, delivering a return of +9.4% compared to +2.3%

ONEY vs SCHJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ONEY
$794M
Winner
SCHJ
$796M
Expense Ratio
ONEY
0.20%
Winner
SCHJ
0.03%
Max Drawdown
ONEY
47.48%
Winner
SCHJ
13.62%
Sharpe Ratio
Winner
ONEY
1.56
SCHJ
0.41
5Y Beta
ONEY
0.64
Winner
SCHJ
0.03
P/E Ratio
ONEY
20.68
SCHJ
N/A
Forward P/E
ONEY
13.56
SCHJ
N/A
PEG Ratio
ONEY
0.37
SCHJ
N/A
5Y Dividends CAGR
ONEY
9.41%
Winner
SCHJ
15.63%
5Y EPS CAGR
ONEY
6.70%
SCHJ
N/A
Debt to Equity
ONEY
15.38%
SCHJ
N/A
P/S Ratio
ONEY
1.08
SCHJ
N/A
P/B Ratio
ONEY
2.38
SCHJ
N/A

ONEY vs SCHJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ONEY
+5.50%
SCHJ
+0.60%
3M
Winner
ONEY
+9.81%
SCHJ
+0.81%
6M
Winner
ONEY
+14.43%
SCHJ
+1.19%
1Y
Winner
ONEY
+24.44%
SCHJ
+4.64%
5Y(CAGR)
Winner
ONEY
+9.40%
SCHJ
+2.35%
10Y(CAGR)
ONEY
+12.28%
SCHJ
N/A
Max(CAGR)
Winner
ONEY
+12.28%
SCHJ
+2.66%

ONEY vs SCHJ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearONEYSCHJ
2026+14.60%+0.88%
2025+7.98%+6.73%
2024+11.09%+5.17%
2023+11.28%+6.15%
2022-3.63%-5.56%
2021+39.63%-0.65%
2020+2.30%+5.26%
2019+27.36%+0.61%
2018-8.70%N/A
2017+15.46%N/A
2016+22.30%N/A
2015-1.63%N/A

ONEY vs SCHJ Drawdown Comparison

The maximum drawdown for ONEY was -46.77%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.

The current ONEY drawdown is -0.60%. The current SCHJ drawdown is -0.17%.

RankONEYSCHJ
#1-46.77%
Jan 17, 2020 - Dec 4, 2020
-13.62%
Mar 5, 2020 - May 27, 2020
#2-18.95%
Apr 20, 2022 - Feb 2, 2023
-9.43%
Aug 3, 2021 - May 15, 2024
#3-18.72%
Sep 21, 2018 - Jul 24, 2019
-1.47%
Feb 27, 2026 - Mar 26, 2026
#4-17.51%
Nov 25, 2024 - Aug 22, 2025
-1.30%
Apr 3, 2025 - Apr 28, 2025
#5-13.69%
Feb 2, 2023 - Dec 14, 2023
-1.27%
Dec 3, 2020 - Aug 3, 2021
#6-12.72%
Dec 3, 2015 - Mar 3, 2016
-1.20%
Sep 24, 2024 - Jan 28, 2025
#7-10.71%
Jan 26, 2018 - Aug 3, 2018
-0.52%
Jun 10, 2020 - Jun 15, 2020
#8-10.36%
Jul 24, 2019 - Oct 22, 2019
-0.52%
Apr 29, 2025 - May 27, 2025
#9-7.61%
Feb 11, 2026 - Apr 30, 2026
-0.50%
Sep 1, 2020 - Oct 14, 2020
#10-7.31%
Jun 8, 2021 - Oct 20, 2021
-0.49%
Oct 28, 2025 - Nov 21, 2025
#11-6.68%
Jan 14, 2022 - Mar 25, 2022
-0.39%
May 15, 2024 - Jun 3, 2024
#12-6.13%
Nov 15, 2021 - Dec 27, 2021
-0.37%
Jun 5, 2024 - Jun 12, 2024
#13-6.07%
Jun 8, 2016 - Jul 11, 2016
-0.37%
Aug 6, 2020 - Aug 31, 2020
#14-5.83%
Mar 28, 2024 - Jul 16, 2024
-0.37%
Feb 5, 2025 - Feb 19, 2025
#15-5.76%
Mar 15, 2021 - Apr 26, 2021
-0.37%
Jun 4, 2025 - Jun 12, 2025

Correlation

Correlation between ONEY and SCHJ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2015 - 2026)

ONEY vs SCHJ dividend yield comparison.

YearONEYSCHJ
20260.62%1.90%
20253.15%4.42%
20243.18%4.00%
20233.14%2.98%
20223.17%1.65%
20212.46%0.94%
20202.74%2.54%
20193.17%0.42%
20183.72%0.00%
201710.73%0.00%
20166.31%0.00%
20150.29%0.00%

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