SCHI vs SDVY
Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceSDVY has outperformed SCHI, delivering a return of +10.9% compared to +0.9%
SCHI vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHI vs SDVY - Historical Returns
Returns include dividend reinvestment.
SCHI vs SDVY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SCHI | SDVY |
|---|---|---|
| 2026 | +0.09% | +15.71% |
| 2025 | +9.42% | +9.13% |
| 2024 | +3.71% | +11.49% |
| 2023 | +8.39% | +28.50% |
| 2022 | -13.56% | -12.37% |
| 2021 | -1.70% | +29.11% |
| 2020 | +9.65% | +11.08% |
| 2019 | +1.00% | +24.65% |
| 2018 | N/A | -15.06% |
| 2017 | N/A | +5.78% |
SCHI vs SDVY Drawdown Comparison
The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current SCHI drawdown is -1.51%. The current SDVY drawdown is -0.76%.
| Rank | SCHI | SDVY |
|---|---|---|
| #1 | -20.67% Aug 3, 2021 - Jul 22, 2025 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -16.83% Mar 4, 2020 - Jun 8, 2020 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -4.36% Dec 31, 2020 - Aug 2, 2021 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -3.01% Feb 27, 2026 - Mar 27, 2026 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -1.44% Aug 6, 2020 - Nov 19, 2020 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -1.20% Oct 27, 2025 - Nov 26, 2025 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -1.12% Nov 1, 2019 - Nov 26, 2019 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -0.97% Jun 10, 2020 - Jun 15, 2020 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -0.82% Sep 15, 2025 - Oct 13, 2025 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -0.78% Jan 14, 2026 - Feb 5, 2026 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -0.65% Nov 26, 2025 - Dec 26, 2025 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -0.64% Jun 16, 2020 - Jul 1, 2020 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -0.56% Nov 30, 2020 - Dec 15, 2020 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -0.52% Aug 13, 2025 - Aug 22, 2025 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -0.49% Dec 3, 2019 - Dec 13, 2019 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between SCHI and SDVY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2017 - 2026)
SCHI vs SDVY dividend yield comparison.
| Year | SCHI | SDVY |
|---|---|---|
| 2026 | 3.01% | 0.42% |
| 2025 | 4.99% | 1.69% |
| 2024 | 5.12% | 1.60% |
| 2023 | 4.28% | 1.90% |
| 2022 | 3.10% | 2.28% |
| 2021 | 1.93% | 1.09% |
| 2020 | 2.31% | 1.48% |
| 2019 | 0.53% | 1.69% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 0.29% |
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