SCHI vs IJK

Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).

5-Year PerformanceIJK has outperformed SCHI, delivering a return of +8.7% compared to +1.5%

SCHI vs IJK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHI(ETF)	IJK(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.17%
Max Drawdown	23.65%	54.57%
Sharpe Ratio	0.77	1.44
5Y Beta	0.08	1.07
P/E Ratio	N/A	30.24
Forward P/E	N/A	20.24
5Y Dividends CAGR	16.69%	7.90%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	49.04%
P/S Ratio	N/A	3.05
P/B Ratio	N/A	4.54

Net Assets

SCHI

$11B

IJK

$11B

Expense Ratio

Winner

SCHI

0.03%

IJK

0.17%

Max Drawdown

Winner

SCHI

23.65%

IJK

54.57%

Sharpe Ratio

SCHI

0.77

Winner

IJK

1.44

5Y Beta

Winner

SCHI

0.08

IJK

1.07

P/E Ratio

SCHI

N/A

IJK

30.24

Forward P/E

SCHI

N/A

IJK

20.24

5Y Dividends CAGR

Winner

SCHI

16.69%

IJK

7.90%

5Y EPS CAGR

SCHI

N/A

IJK

18.26%

Debt to Equity

SCHI

N/A

IJK

49.04%

P/S Ratio

SCHI

N/A

IJK

3.05

P/B Ratio

SCHI

N/A

IJK

4.54

SCHI vs IJK - Historical Returns

Returns include dividend reinvestment.

Period	SCHI	IJK
1 month	-0.37%	+4.92%
3 months	-0.91%	+8.65%
6 months	+0.66%	+16.10%
1 year	+7.13%	+26.56%
5 years(CAGR)	+1.46%	+8.70%
10 years(CAGR)	N/A	+11.57%
Max(CAGR)	+2.19%	+8.67%

SCHI

-0.37%

Winner

IJK

+4.92%

SCHI

-0.91%

Winner

IJK

+8.65%

SCHI

+0.66%

Winner

IJK

+16.10%

SCHI

+7.13%

Winner

IJK

+26.56%

5Y(CAGR)

SCHI

+1.46%

Winner

IJK

+8.70%

10Y(CAGR)

SCHI

N/A

IJK

+11.57%

Max(CAGR)

SCHI

+2.19%

Winner

IJK

+8.67%

SCHI vs IJK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SCHI	IJK
2026	+0.14%	+13.98%
2025	+9.42%	+7.13%
2024	+3.71%	+16.51%
2023	+8.39%	+18.34%
2022	-13.56%	-18.96%
2021	-1.70%	+20.35%
2020	+9.65%	+21.93%
2019	+1.00%	+27.10%
2018	N/A	-11.46%
2017	N/A	+19.22%
2016	N/A	+16.58%
2015	N/A	+1.78%
2014	N/A	+8.56%
2013	N/A	+28.90%
2012	N/A	+16.30%
2011	N/A	-2.55%
2010	N/A	+28.48%
2009	N/A	+37.16%
2008	N/A	-36.84%
2007	N/A	+12.52%
2006	N/A	+4.12%
2005	N/A	+15.12%
2004	N/A	+13.84%
2003	N/A	+27.15%
2002	N/A	-18.87%
2001	N/A	-2.29%
2000	N/A	-2.70%

SCHI vs IJK Drawdown Comparison

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

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The current SCHI drawdown is -1.46%. The current IJK drawdown is -1.30%.

Rank	SCHI	IJK
#1	-20.67% Aug 3, 2021 - Jul 22, 2025	-54.47% Jun 5, 2008 - Nov 4, 2010
#2	-16.83% Mar 4, 2020 - Jun 8, 2020	-46.34% Sep 1, 2000 - Nov 17, 2005
#3	-4.36% Dec 31, 2020 - Aug 2, 2021	-39.25% Feb 20, 2020 - Aug 12, 2020
#4	-3.01% Feb 27, 2026 - Mar 27, 2026	-29.23% Nov 16, 2021 - Feb 29, 2024
#5	-1.44% Aug 6, 2020 - Nov 19, 2020	-25.75% Jul 7, 2011 - Sep 13, 2012
#6	-1.20% Oct 27, 2025 - Nov 26, 2025	-25.63% Nov 25, 2024 - Dec 11, 2025
#7	-1.12% Nov 1, 2019 - Nov 26, 2019	-23.95% Sep 14, 2018 - Nov 27, 2019
#8	-0.97% Jun 10, 2020 - Jun 15, 2020	-18.46% Aug 17, 2015 - Jul 11, 2016
#9	-0.82% Sep 15, 2025 - Oct 13, 2025	-17.20% Oct 9, 2007 - Jun 5, 2008
#10	-0.78% Jan 14, 2026 - Feb 5, 2026	-13.98% May 8, 2006 - Jan 24, 2007
#11	-0.65% Nov 26, 2025 - Dec 26, 2025	-10.81% Jul 3, 2014 - Nov 10, 2014
#12	-0.64% Jun 16, 2020 - Jul 1, 2020	-10.36% Jul 13, 2007 - Oct 5, 2007
#13	-0.56% Nov 30, 2020 - Dec 15, 2020	-9.92% Mar 2, 2026 - Apr 17, 2026
#14	-0.52% Aug 13, 2025 - Aug 22, 2025	-9.77% Jan 26, 2018 - Jun 6, 2018
#15	-0.49% Dec 3, 2019 - Dec 13, 2019	-9.33% Jul 16, 2024 - Oct 14, 2024

Correlation

Correlation between SCHI and IJK is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2000 - 2026)

SCHI vs IJK dividend yield comparison.

Year	SCHI	IJK
2026	1.69%	0.09%
2025	4.99%	0.66%
2024	5.12%	0.79%
2023	4.28%	1.13%
2022	3.10%	1.08%
2021	1.93%	0.50%
2020	2.31%	0.70%
2019	0.53%	1.09%
2018	0.00%	1.13%
2017	0.00%	0.93%
2016	0.00%	1.15%
2015	0.00%	1.12%
2014	0.00%	0.91%
2013	0.00%	0.88%
2012	0.00%	0.99%
2011	0.00%	0.66%
2010	0.00%	0.57%
2009	0.00%	0.61%
2008	0.00%	0.80%
2007	0.00%	0.80%
2006	0.00%	0.38%
2005	0.00%	0.58%
2004	0.00%	0.43%
2003	0.00%	0.35%
2002	0.00%	0.26%
2001	0.00%	0.10%
2000	0.00%	0.38%