SCHI vs IGV

Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).

5-Year PerformanceIGV has outperformed SCHI, delivering a return of +5.6% compared to +1.4%

SCHI vs IGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHI(ETF)	IGV(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.03%	0.39%
Max Drawdown	23.65%	63.45%
Sharpe Ratio	0.76	-0.32
5Y Beta	0.08	1.22
P/E Ratio	N/A	59.53
Forward P/E	N/A	16.57
5Y Dividends CAGR	16.70%	-14.38%
5Y EPS CAGR	N/A	23.66%
Debt to Equity	N/A	43.11%
P/S Ratio	N/A	6.84
P/B Ratio	N/A	6.19

Net Assets

SCHI

$10B

Winner

IGV

$10B

Expense Ratio

Winner

SCHI

0.03%

IGV

0.39%

Max Drawdown

Winner

SCHI

23.65%

IGV

63.45%

Sharpe Ratio

Winner

SCHI

0.76

IGV

-0.32

5Y Beta

Winner

SCHI

0.08

IGV

1.22

P/E Ratio

SCHI

N/A

IGV

59.53

Forward P/E

SCHI

N/A

IGV

16.57

5Y Dividends CAGR

Winner

SCHI

16.70%

IGV

-14.38%

5Y EPS CAGR

SCHI

N/A

IGV

23.66%

Debt to Equity

SCHI

N/A

IGV

43.11%

P/S Ratio

SCHI

N/A

IGV

6.84

P/B Ratio

SCHI

N/A

IGV

6.19

SCHI vs IGV - Historical Returns

Returns include dividend reinvestment.

Period	SCHI	IGV
1 month	+0.15%	+14.29%
3 months	-0.08%	+7.16%
6 months	+1.28%	-16.74%
1 year	+7.51%	-9.22%
5 years(CAGR)	+1.39%	+5.64%
10 years(CAGR)	N/A	+16.56%
Max(CAGR)	+2.25%	+9.30%

SCHI

+0.15%

Winner

IGV

+14.29%

SCHI

-0.08%

Winner

IGV

+7.16%

Winner

SCHI

+1.28%

IGV

-16.74%

Winner

SCHI

+7.51%

IGV

-9.22%

5Y(CAGR)

SCHI

+1.39%

Winner

IGV

+5.64%

10Y(CAGR)

SCHI

N/A

IGV

+16.56%

Max(CAGR)

SCHI

+2.25%

Winner

IGV

+9.30%

SCHI vs IGV - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	SCHI	IGV
2026	+0.54%	-11.18%
2025	+9.42%	+5.79%
2024	+3.71%	+26.94%
2023	+8.39%	+58.23%
2022	-13.56%	-34.91%
2021	-1.70%	+14.54%
2020	+9.65%	+50.16%
2019	+1.00%	+35.03%
2018	N/A	+11.20%
2017	N/A	+40.67%
2016	N/A	+8.07%
2015	N/A	+12.72%
2014	N/A	+14.13%
2013	N/A	+26.84%
2012	N/A	+15.96%
2011	N/A	-8.47%
2010	N/A	+22.65%
2009	N/A	+41.64%
2008	N/A	-37.28%
2007	N/A	+15.64%
2006	N/A	+9.59%
2005	N/A	-4.50%
2004	N/A	+12.93%
2003	N/A	+43.77%
2002	N/A	-43.69%
2001	N/A	-13.15%

SCHI vs IGV Drawdown Comparison

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.

The current SCHI drawdown is -1.07%. The current IGV drawdown is -22.62%.

Rank	SCHI	IGV
#1	-20.67% Aug 3, 2021 - Jul 22, 2025	-63.45% Jul 13, 2001 - Oct 8, 2007
#2	-16.83% Mar 4, 2020 - Jun 8, 2020	-49.81% Oct 31, 2007 - Oct 26, 2010
#3	-4.36% Dec 31, 2020 - Aug 2, 2021	-45.85% Nov 9, 2021 - Sep 24, 2024
#4	-3.01% Feb 27, 2026 - Mar 27, 2026	-36.61% Sep 22, 2025 - Apr 10, 2026
#5	-1.44% Aug 6, 2020 - Nov 19, 2020	-30.30% Feb 19, 2020 - May 29, 2020
#6	-1.20% Oct 27, 2025 - Nov 26, 2025	-27.17% Dec 6, 2024 - Jul 3, 2025
#7	-1.12% Nov 1, 2019 - Nov 26, 2019	-26.30% Jul 7, 2011 - Mar 13, 2012
#8	-0.97% Jun 10, 2020 - Jun 15, 2020	-22.44% Sep 14, 2018 - Feb 22, 2019
#9	-0.82% Sep 15, 2025 - Oct 13, 2025	-21.51% Dec 1, 2015 - May 27, 2016
#10	-0.78% Jan 14, 2026 - Feb 5, 2026	-15.31% Feb 12, 2021 - Jun 24, 2021
#11	-0.65% Nov 26, 2025 - Dec 26, 2025	-13.64% Apr 2, 2012 - Jan 25, 2013
#12	-0.64% Jun 16, 2020 - Jul 1, 2020	-13.00% Aug 17, 2015 - Oct 28, 2015
#13	-0.56% Nov 30, 2020 - Dec 15, 2020	-11.55% Mar 5, 2014 - Aug 11, 2014
#14	-0.52% Aug 13, 2025 - Aug 22, 2025	-11.41% Sep 2, 2020 - Nov 27, 2020
#15	-0.49% Dec 3, 2019 - Dec 13, 2019	-10.78% Jul 26, 2019 - Nov 25, 2019

Correlation

Correlation between SCHI and IGV is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2003 - 2026)

SCHI vs IGV dividend yield comparison.

Year	SCHI	IGV
2026	1.69%	0.00%
2025	4.99%	0.00%
2024	5.12%	0.00%
2023	4.28%	0.01%
2022	3.10%	0.01%
2021	1.93%	0.00%
2020	2.31%	0.35%
2019	0.53%	0.02%
2018	0.00%	0.16%
2017	0.00%	0.09%
2016	0.00%	0.82%
2015	0.00%	0.22%
2014	0.00%	0.29%
2013	0.00%	0.33%
2012	0.00%	0.27%
2011	0.00%	0.04%
2005	0.00%	0.09%
2004	0.00%	0.48%
2003	0.00%	0.65%