SCHD vs SGOV
Comparison between SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF) and ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV, ETF).
5-Year PerformanceSCHD has outperformed SGOV, delivering a return of +9.2% compared to +3.6%
SCHD vs SGOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHD
$96B
Winner
SGOV
$96B
Expense Ratio
Winner
SCHD
0.06%
SGOV
0.09%
Max Drawdown
SCHD
33.37%
Winner
SGOV
0.68%
Sharpe Ratio
Winner
SCHD
1.81
SGOV
0.17
5Y Beta
SCHD
0.53
Winner
SGOV
-0.00
P/E Ratio
SCHD
18.10
SGOV
N/A
Forward P/E
SCHD
15.07
SGOV
N/A
PEG Ratio
SCHD
0.93
SGOV
N/A
5Y Dividends CAGR
SCHD
8.35%
Winner
SGOV
134.80%
5Y EPS CAGR
SCHD
7.34%
SGOV
N/A
Debt to Equity
SCHD
58.10%
SGOV
N/A
P/S Ratio
SCHD
1.81
SGOV
N/A
P/B Ratio
SCHD
3.76
SGOV
N/A
SCHD vs SGOV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHD
+3.74%
SGOV
+0.29%
3M
Winner
SCHD
+6.78%
SGOV
+0.90%
6M
Winner
SCHD
+14.44%
SGOV
+1.81%
1Y
Winner
SCHD
+26.23%
SGOV
+3.87%
5Y(CAGR)
Winner
SCHD
+9.21%
SGOV
+3.63%
10Y(CAGR)
SCHD
+12.42%
SGOV
N/A
Max(CAGR)
Winner
SCHD
+13.28%
SGOV
+2.96%
SCHD vs SGOV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHD | SGOV |
|---|---|---|
| 2026 | +20.30% | +1.97% |
| 2025 | +4.56% | +4.22% |
| 2024 | +10.86% | +5.25% |
| 2023 | +4.71% | +5.10% |
| 2022 | -3.21% | +1.58% |
| 2021 | +31.74% | +0.04% |
| 2020 | +14.78% | +0.05% |
| 2019 | +27.28% | N/A |
| 2018 | -5.85% | N/A |
| 2017 | +20.20% | N/A |
| 2016 | +17.78% | N/A |
| 2015 | -0.21% | N/A |
| 2014 | +12.79% | N/A |
| 2013 | +30.09% | N/A |
| 2012 | +10.39% | N/A |
| 2011 | +5.31% | N/A |
SCHD vs SGOV Drawdown Comparison
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The maximum drawdown for SGOV was -0.03%, occurring on Aug 23, 2022. Recovery took 3 trading sessions.
The current SCHD drawdown is -0.67%.
| Rank | SCHD | SGOV |
|---|---|---|
| #1 | -33.37% Jan 23, 2020 - Sep 2, 2020 | -0.03% Aug 22, 2022 - Aug 25, 2022 |
| #2 | -17.07% Sep 21, 2018 - Apr 4, 2019 | -0.02% Aug 27, 2020 - Oct 5, 2020 |
| #3 | -16.82% Jan 11, 2022 - Dec 27, 2023 | -0.02% Nov 2, 2021 - Dec 16, 2021 |
| #4 | -16.13% Nov 29, 2024 - Jan 8, 2026 | -0.02% Mar 1, 2021 - Apr 6, 2021 |
| #5 | -13.93% Mar 2, 2015 - Mar 11, 2016 | -0.02% Aug 4, 2021 - Sep 7, 2021 |
| #6 | -12.37% Jan 26, 2018 - Sep 20, 2018 | -0.02% Oct 21, 2021 - Nov 2, 2021 |
| #7 | -8.68% Apr 23, 2019 - Jul 23, 2019 | -0.02% Jul 7, 2022 - Jul 14, 2022 |
| #8 | -7.63% Sep 2, 2020 - Oct 8, 2020 | -0.02% Jun 21, 2022 - Jun 29, 2022 |
| #9 | -7.10% Jul 26, 2019 - Sep 10, 2019 | -0.02% Jul 27, 2022 - Aug 1, 2022 |
| #10 | -6.88% Oct 12, 2020 - Nov 9, 2020 | -0.02% Oct 11, 2022 - Oct 13, 2022 |
| #11 | -6.77% Oct 28, 2011 - Dec 6, 2011 | -0.02% Mar 24, 2023 - Mar 28, 2023 |
| #12 | -6.68% Dec 31, 2013 - Mar 25, 2014 | -0.02% Dec 23, 2021 - Feb 16, 2022 |
| #13 | -6.50% Sep 19, 2014 - Oct 31, 2014 | -0.02% Aug 19, 2020 - Aug 27, 2020 |
| #14 | -6.34% Apr 2, 2012 - Jul 3, 2012 | -0.01% Jun 2, 2022 - Jun 16, 2022 |
| #15 | -6.23% Oct 18, 2012 - Jan 4, 2013 | -0.01% Jun 8, 2021 - Jun 25, 2021 |
Correlation
Correlation between SCHD and SGOV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2011 - 2026)
SCHD vs SGOV dividend yield comparison.
| Year | SCHD | SGOV |
|---|---|---|
| 2026 | 1.55% | 1.76% |
| 2025 | 3.82% | 4.10% |
| 2024 | 3.64% | 5.10% |
| 2023 | 3.49% | 4.87% |
| 2022 | 3.39% | 1.45% |
| 2021 | 2.78% | 0.03% |
| 2020 | 3.16% | 0.05% |
| 2019 | 2.98% | 0.00% |
| 2018 | 3.06% | 0.00% |
| 2017 | 2.63% | 0.00% |
| 2016 | 2.89% | 0.00% |
| 2015 | 2.97% | 0.00% |
| 2014 | 2.63% | 0.00% |
| 2013 | 2.47% | 0.00% |
| 2012 | 2.86% | 0.00% |
| 2011 | 0.47% | 0.00% |
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