SCHI vs SPTL

Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL, ETF).

5-Year PerformanceSCHI has outperformed SPTL, delivering a return of +1.5% compared to -4.9%

SCHI vs SPTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHI(ETF)	SPTL(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.03%	0.03%
Max Drawdown	23.65%	50.17%
Sharpe Ratio	0.77	-0.06
5Y Beta	0.08	0.05
5Y Dividends CAGR	16.69%	10.44%

Net Assets

Winner

SCHI

$11B

SPTL

$11B

Expense Ratio

SCHI

0.03%

SPTL

0.03%

Max Drawdown

Winner

SCHI

23.65%

SPTL

50.17%

Sharpe Ratio

Winner

SCHI

0.77

SPTL

-0.06

5Y Beta

SCHI

0.08

Winner

SPTL

0.05

5Y Dividends CAGR

Winner

SCHI

16.69%

SPTL

10.44%

SCHI vs SPTL - Historical Returns

Returns include dividend reinvestment.

Period	SCHI	SPTL
1 month	-0.37%	-1.52%
3 months	-0.91%	-3.36%
6 months	+0.66%	-2.93%
1 year	+7.13%	+3.65%
5 years(CAGR)	+1.46%	-4.88%
10 years(CAGR)	N/A	-1.01%
Max(CAGR)	+2.19%	+3.25%

Winner

SCHI

-0.37%

SPTL

-1.52%

Winner

SCHI

-0.91%

SPTL

-3.36%

Winner

SCHI

+0.66%

SPTL

-2.93%

Winner

SCHI

+7.13%

SPTL

+3.65%

5Y(CAGR)

Winner

SCHI

+1.46%

SPTL

-4.88%

10Y(CAGR)

SCHI

N/A

SPTL

-1.01%

Max(CAGR)

SCHI

+2.19%

Winner

SPTL

+3.25%

SCHI vs SPTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCHI	SPTL
2026	+0.14%	-0.85%
2025	+9.42%	+5.24%
2024	+3.71%	-5.65%
2023	+8.39%	+1.56%
2022	-13.56%	-27.72%
2021	-1.70%	-4.85%
2020	+9.65%	+16.63%
2019	+1.00%	+13.32%
2018	N/A	-0.37%
2017	N/A	+8.59%
2016	N/A	+0.30%
2015	N/A	-2.28%
2014	N/A	+24.75%
2013	N/A	-11.41%
2012	N/A	+4.22%
2011	N/A	+30.74%
2010	N/A	+8.86%
2009	N/A	-11.11%
2008	N/A	+22.95%
2007	N/A	+9.65%

SCHI vs SPTL Drawdown Comparison

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

The maximum drawdown for SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SCHI drawdown is -1.46%. The current SPTL drawdown is -37.29%.

Rank	SCHI	SPTL
#1	-20.67% Aug 3, 2021 - Jul 22, 2025	-46.19% Aug 4, 2020 - Oct 19, 2023
#2	-16.83% Mar 4, 2020 - Jun 8, 2020	-18.61% Dec 18, 2008 - Aug 16, 2010
#3	-4.36% Dec 31, 2020 - Aug 2, 2021	-18.34% Jul 25, 2012 - Dec 8, 2014
#4	-3.01% Feb 27, 2026 - Mar 27, 2026	-17.07% Jul 8, 2016 - Jun 20, 2019
#5	-1.44% Aug 6, 2020 - Nov 19, 2020	-14.98% Mar 9, 2020 - Aug 4, 2020
#6	-1.20% Oct 27, 2025 - Nov 26, 2025	-14.50% Jan 30, 2015 - Feb 11, 2016
#7	-1.12% Nov 1, 2019 - Nov 26, 2019	-14.11% Aug 31, 2010 - Aug 4, 2011
#8	-0.97% Jun 10, 2020 - Jun 15, 2020	-9.52% Oct 3, 2011 - Dec 19, 2011
#9	-0.82% Sep 15, 2025 - Oct 13, 2025	-8.87% Dec 19, 2011 - May 15, 2012
#10	-0.78% Jan 14, 2026 - Feb 5, 2026	-8.02% Aug 28, 2019 - Feb 20, 2020
#11	-0.65% Nov 26, 2025 - Dec 26, 2025	-7.07% Sep 16, 2008 - Nov 19, 2008
#12	-0.64% Jun 16, 2020 - Jul 1, 2020	-6.73% Mar 20, 2008 - Sep 5, 2008
#13	-0.56% Nov 30, 2020 - Dec 15, 2020	-4.57% Nov 26, 2007 - Jan 15, 2008
#14	-0.52% Aug 13, 2025 - Aug 22, 2025	-4.45% Feb 11, 2016 - Jun 3, 2016
#15	-0.49% Dec 3, 2019 - Dec 13, 2019	-4.31% Sep 22, 2011 - Oct 3, 2011

Correlation

Correlation between SCHI and SPTL is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

0.23

-101

Dividend Comparison (2007 - 2026)

SCHI vs SPTL dividend yield comparison.

Year	SCHI	SPTL
2026	1.69%	1.39%
2025	4.99%	4.12%
2024	5.12%	4.04%
2023	4.28%	3.24%
2022	3.10%	2.75%
2021	1.93%	1.68%
2020	2.31%	1.71%
2019	0.53%	2.45%
2018	0.00%	2.69%
2017	0.00%	2.53%
2016	0.00%	2.56%
2015	0.00%	2.60%
2014	0.00%	2.64%
2013	0.00%	2.98%
2012	0.00%	2.59%
2011	0.00%	3.01%
2010	0.00%	3.92%
2009	0.00%	4.27%
2008	0.00%	3.86%
2007	0.00%	2.65%