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SCHG vs BIV

Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES (BIV, ETF).

5-Year PerformanceSCHG has outperformed BIV, delivering a return of +16.4% compared to +0.5%

SCHG vs BIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHG
$56B
BIV
$52B
Expense Ratio
SCHG
0.04%
BIV
N/A
Max Drawdown
SCHG
35.02%
Winner
BIV
25.30%
Sharpe Ratio
Winner
SCHG
1.57
BIV
0.35
5Y Beta
SCHG
1.21
Winner
BIV
0.03
P/E Ratio
SCHG
36.46
BIV
N/A
Forward P/E
SCHG
26.96
BIV
N/A
5Y Dividends CAGR
Winner
SCHG
8.76%
BIV
3.55%
5Y EPS CAGR
SCHG
32.70%
BIV
N/A
Debt to Equity
SCHG
26.30%
BIV
N/A
P/S Ratio
SCHG
5.40
BIV
N/A
P/B Ratio
SCHG
9.02
BIV
N/A

SCHG vs BIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHG
+10.08%
BIV
-0.63%
3M
Winner
SCHG
+11.81%
BIV
-1.21%
6M
Winner
SCHG
+3.47%
BIV
-0.02%
1Y
Winner
SCHG
+26.56%
BIV
+5.54%
5Y(CAGR)
Winner
SCHG
+16.40%
BIV
+0.45%
10Y(CAGR)
Winner
SCHG
+18.88%
BIV
+1.95%
Max(CAGR)
Winner
SCHG
+16.57%
BIV
+3.84%

SCHG vs BIV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSCHGBIV
2026+4.96%-0.24%
2025+17.63%+8.48%
2024+37.01%+2.01%
2023+51.47%+5.52%
2022-32.41%-12.65%
2021+29.82%-2.39%
2020+37.31%+9.43%
2019+36.13%+10.08%
2018-2.42%+0.14%
2017+27.04%+3.73%
2016+8.61%+2.78%
2015+3.52%+0.81%
2014+16.71%+7.02%
2013+30.57%-3.49%
2012+15.02%+6.89%
2011-1.75%+11.22%
2010+14.92%+8.70%
2009+2.70%+5.49%
2008N/A+6.85%
2007N/A+6.32%

SCHG vs BIV Drawdown Comparison

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The maximum drawdown for BIV was -18.95%, occurring on Oct 20, 2022. Recovery took 1387 trading sessions.

The current SCHG drawdown is -0.18%. The current BIV drawdown is -2.07%.

RankSCHGBIV
#1-34.59%
Nov 19, 2021 - Dec 18, 2023
-18.95%
Aug 6, 2020 - Feb 13, 2026
#2-32.39%
Feb 19, 2020 - Jun 10, 2020
-13.63%
Sep 15, 2008 - Dec 16, 2008
#3-23.39%
Dec 16, 2024 - Jun 30, 2025
-9.16%
Mar 6, 2020 - May 22, 2020
#4-21.59%
Oct 1, 2018 - Apr 12, 2019
-7.66%
May 1, 2013 - Aug 13, 2014
#5-20.57%
Jul 7, 2011 - Feb 3, 2012
-6.02%
Nov 4, 2010 - Jun 1, 2011
#6-17.08%
Jul 20, 2015 - Aug 5, 2016
-5.93%
Jul 8, 2016 - Sep 5, 2017
#7-16.41%
Oct 29, 2025 - May 6, 2026
-5.76%
Dec 30, 2008 - Jul 8, 2009
#8-16.25%
Apr 23, 2010 - Nov 2, 2010
-5.05%
Sep 7, 2017 - Jan 31, 2019
#9-12.36%
Jul 10, 2024 - Oct 11, 2024
-3.93%
Mar 19, 2008 - Sep 15, 2008
#10-10.95%
Sep 2, 2020 - Nov 6, 2020
-3.59%
Jan 30, 2015 - Feb 2, 2016
#11-10.48%
Apr 2, 2012 - Sep 6, 2012
-3.14%
May 8, 2007 - Aug 17, 2007
#12-10.15%
Feb 12, 2021 - Apr 8, 2021
-2.87%
Feb 27, 2026 - Mar 26, 2026
#13-9.72%
Jan 26, 2018 - Jun 6, 2018
-2.77%
Sep 22, 2011 - Dec 16, 2011
#14-8.54%
Sep 14, 2012 - Jan 10, 2013
-2.74%
Nov 30, 2009 - Mar 2, 2010
#15-8.07%
Jan 11, 2010 - Mar 9, 2010
-2.46%
Sep 4, 2019 - Oct 4, 2019

Correlation

Correlation between SCHG and BIV is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2007 - 2026)

SCHG vs BIV dividend yield comparison.

YearSCHGBIV
20260.11%1.41%
20250.36%4.01%
20240.40%3.79%
20230.46%3.09%
20220.55%2.41%
20210.42%3.42%
20200.52%2.95%
20190.82%2.75%
20181.27%2.88%
20171.01%2.69%
20161.04%3.01%
20151.22%3.02%
20141.09%3.42%
20131.07%4.22%
20121.37%5.15%
20111.03%5.17%
20100.71%4.54%
20090.04%4.39%
20080.00%4.45%
20070.00%3.09%

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