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SCHI vs SCHB

Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

5-Year PerformanceSCHB has outperformed SCHI, delivering a return of +12.2% compared to +1.2%

SCHI vs SCHB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHI
$11B
Winner
SCHB
$41B
Expense Ratio
SCHI
0.03%
SCHB
0.03%
Max Drawdown
Winner
SCHI
23.65%
SCHB
35.27%
Sharpe Ratio
SCHI
0.37
Winner
SCHB
1.59
5Y Beta
Winner
SCHI
0.09
SCHB
0.98
P/E Ratio
SCHI
N/A
SCHB
27.08
Forward P/E
SCHI
N/A
SCHB
20.39
5Y Dividends CAGR
Winner
SCHI
15.34%
SCHB
4.16%
5Y EPS CAGR
SCHI
N/A
SCHB
24.47%
Debt to Equity
SCHI
N/A
SCHB
31.74%
P/S Ratio
SCHI
N/A
SCHB
3.11
P/B Ratio
SCHI
N/A
SCHB
4.71

SCHI vs SCHB - Historical Returns

Returns include dividend reinvestment.

1M
SCHI
-0.30%
Winner
SCHB
+1.83%
3M
SCHI
-1.09%
Winner
SCHB
+8.51%
6M
SCHI
-0.03%
Winner
SCHB
+8.27%
1Y
SCHI
+5.52%
Winner
SCHB
+25.81%
5Y(CAGR)
SCHI
+1.17%
Winner
SCHB
+12.24%
10Y(CAGR)
SCHI
N/A
SCHB
+14.72%
Max(CAGR)
SCHI
+2.12%
Winner
SCHB
+14.32%

SCHI vs SCHB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHISCHB
2026-0.16%+8.43%
2025+9.42%+17.15%
2024+3.71%+24.73%
2023+8.39%+26.77%
2022-13.56%-19.93%
2021-1.70%+27.54%
2020+9.65%+19.76%
2019+1.00%+30.74%
2018N/A-6.12%
2017N/A+20.37%
2016N/A+14.36%
2015N/A+0.51%
2014N/A+13.72%
2013N/A+30.06%
2012N/A+14.75%
2011N/A+0.25%
2010N/A+15.16%
2009N/A+7.53%

SCHI vs SCHB Drawdown Comparison

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

The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current SCHI drawdown is -1.76%. The current SCHB drawdown is -2.97%.

RankSCHISCHB
#1-20.67%
Aug 3, 2021 - Jul 22, 2025
-35.27%
Feb 19, 2020 - Aug 12, 2020
#2-16.83%
Mar 4, 2020 - Jun 8, 2020
-25.40%
Dec 27, 2021 - Dec 18, 2023
#3-4.36%
Dec 31, 2020 - Aug 2, 2021
-20.19%
Sep 20, 2018 - Apr 23, 2019
#4-3.01%
Feb 27, 2026 - Mar 27, 2026
-20.09%
Apr 29, 2011 - Feb 8, 2012
#5-1.44%
Aug 6, 2020 - Nov 19, 2020
-19.34%
Feb 19, 2025 - Jun 27, 2025
#6-1.20%
Oct 27, 2025 - Nov 26, 2025
-15.90%
Apr 23, 2010 - Nov 4, 2010
#7-1.12%
Nov 1, 2019 - Nov 26, 2019
-15.06%
Jun 23, 2015 - Jun 7, 2016
#8-0.97%
Jun 10, 2020 - Jun 15, 2020
-10.01%
Apr 2, 2012 - Aug 16, 2012
#9-0.82%
Sep 15, 2025 - Oct 13, 2025
-9.85%
Jan 26, 2018 - Jul 25, 2018
#10-0.78%
Jan 14, 2026 - Feb 5, 2026
-9.26%
Sep 2, 2020 - Nov 9, 2020
#11-0.65%
Nov 26, 2025 - Dec 26, 2025
-8.91%
Jan 27, 2026 - Apr 14, 2026
#12-0.64%
Jun 16, 2020 - Jul 1, 2020
-8.53%
Jul 16, 2024 - Sep 19, 2024
#13-0.56%
Nov 30, 2020 - Dec 15, 2020
-7.90%
Jan 19, 2010 - Mar 9, 2010
#14-0.52%
Aug 13, 2025 - Aug 22, 2025
-7.58%
Sep 14, 2012 - Jan 2, 2013
#15-0.49%
Dec 3, 2019 - Dec 13, 2019
-7.53%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SCHI and SCHB is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (2009 - 2026)

SCHI vs SCHB dividend yield comparison.

YearSCHISCHB
20262.12%0.24%
20254.99%1.11%
20245.12%1.24%
20234.28%1.40%
20223.10%1.61%
20211.93%1.21%
20202.31%1.63%
20190.53%1.80%
20180.00%2.00%
20170.00%1.65%
20160.00%1.86%
20150.00%2.00%
20140.00%1.72%
20130.00%1.63%
20120.00%2.13%
20110.00%1.88%
20100.00%1.46%
20090.00%0.23%

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