SCHK vs EFAV
Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF).
5-Year PerformanceSCHK has outperformed EFAV, delivering a return of +13.6% compared to +7.4%
SCHK vs EFAV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHK
$5.30B
Winner
EFAV
$5.40B
Expense Ratio
Winner
SCHK
0.03%
EFAV
0.20%
Max Drawdown
SCHK
34.80%
Winner
EFAV
29.26%
Sharpe Ratio
Winner
SCHK
1.95
EFAV
0.95
5Y Beta
SCHK
0.99
Winner
EFAV
0.31
P/E Ratio
SCHK
28.55
EFAV
N/A
Forward P/E
SCHK
21.36
EFAV
N/A
5Y Dividends CAGR
SCHK
4.88%
Winner
EFAV
5.97%
5Y EPS CAGR
SCHK
25.23%
EFAV
N/A
Debt to Equity
SCHK
23.20%
EFAV
N/A
P/S Ratio
SCHK
3.37
EFAV
N/A
P/B Ratio
SCHK
5.14
EFAV
N/A
SCHK vs EFAV - Holdings Comparison
SCHK and EFAV have 1 common holdings. Overlap is -0.02%
SCHK's top 25 holdings weight is 47.44%. EFAV's top 25 holdings weight is 29.64%.
| Rank | SCHK | EFAV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.81% | ENI SPA (n/a) - 1.68% |
| #2 | APPLE INC (AAPL) - 6.00% | TOTALENERGIES SE (TTE:XPAR) - 1.67% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | EQUINOR ASA (n/a) - 1.57% |
| #4 | AMAZON.COM INC (AMZN) - 3.83% | SHELL PLC (n/a) - 1.55% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.07% | IBERDROLA SA (n/a) - 1.51% |
| #6 | BROADCOM INC (AVGO) - 2.86% | DBS GROUP HOLDINGS LTD (n/a) - 1.47% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | ORANGE SA (n/a) - 1.43% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.22% | SWISSCOM AG (n/a) - 1.42% |
| #9 | TESLA INC (TSLA) - 1.60% | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.40% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.37% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.27% | ZURICH INSURANCE GROUP AG (n/a) - 1.34% |
| #12 | ELI LILLY AND CO (LLY) - 1.04% | SECOM CO LTD (n/a) - 1.34% |
| #13 | EXXON MOBIL CORP (XOM) - 0.95% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.28% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.86% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.24% |
| #15 | WALMART INC (WMT) - 0.84% | SAMPO OYJ CLASS A (n/a) - 1.15% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.83% | UNILEVER PLC (n/a) - 1.14% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.79% | SWISS PRIME SITE AG (n/a) - 1.08% |
| #18 | VISA INC CLASS A (V) - 0.78% | SOFTBANK CORP (n/a) - 1.07% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.67% | NESTLE SA (n/a) - 1.06% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.62% | BANK HAPOALIM BM (n/a) - 1.05% |
| #21 | INTEL CORP (INTC) - 0.60% | DEUTSCHE BOERSE AG (n/a) - 0.58% |
| #22 | NETFLIX INC (NFLX) - 0.59% | HKT TRUST AND HKT LTD (n/a) - 0.57% |
| #23 | CATERPILLAR INC (CAT) - 0.57% | SNAM SPA (n/a) - 0.57% |
| #24 | ABBVIE INC (ABBV) - 0.53% | MITSUBISHI CORP (n/a) - 0.55% |
| #25 | CHEVRON CORP (CVX) - 0.53% | COMPASS GROUP PLC (n/a) - 0.55% |
| Total Holdings | 948 | 229 |
SCHK vs EFAV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHK
+7.26%
EFAV
-2.56%
3M
Winner
SCHK
+8.38%
EFAV
-2.81%
6M
Winner
SCHK
+8.41%
EFAV
+6.56%
1Y
Winner
SCHK
+27.53%
EFAV
+15.60%
5Y(CAGR)
Winner
SCHK
+13.59%
EFAV
+7.39%
10Y(CAGR)
Winner
SCHK
+14.59%
EFAV
+6.20%
Max(CAGR)
Winner
SCHK
+14.59%
EFAV
+7.04%
SCHK vs EFAV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SCHK | EFAV |
|---|---|---|
| 2026 | +8.12% | +5.04% |
| 2025 | +17.48% | +26.40% |
| 2024 | +25.29% | +6.07% |
| 2023 | +27.16% | +11.62% |
| 2022 | -19.88% | -14.94% |
| 2021 | +27.95% | +6.72% |
| 2020 | +19.71% | -0.48% |
| 2019 | +31.09% | +16.95% |
| 2018 | -5.78% | -6.14% |
| 2017 | +5.07% | +22.12% |
| 2016 | N/A | -0.60% |
| 2015 | N/A | +8.41% |
| 2014 | N/A | +5.21% |
| 2013 | N/A | +14.45% |
| 2012 | N/A | +9.64% |
| 2011 | N/A | -0.77% |
SCHK vs EFAV Drawdown Comparison
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The current SCHK drawdown is -0.25%. The current EFAV drawdown is -4.05%.
| Rank | SCHK | EFAV |
|---|---|---|
| #1 | -34.80% Feb 19, 2020 - Aug 10, 2020 | -27.56% Jan 17, 2020 - Jan 8, 2021 |
| #2 | -25.43% Dec 27, 2021 - Dec 14, 2023 | -27.44% Sep 3, 2021 - Jul 31, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -12.25% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -19.20% Feb 19, 2025 - Jun 26, 2025 | -11.29% May 15, 2015 - Apr 18, 2016 |
| #5 | -9.83% Jan 26, 2018 - Jul 25, 2018 | -10.22% Sep 6, 2016 - Apr 24, 2017 |
| #6 | -9.31% Sep 2, 2020 - Nov 11, 2020 | -10.19% May 8, 2013 - Oct 17, 2013 |
| #7 | -8.97% Jan 12, 2026 - Apr 14, 2026 | -9.86% Apr 2, 2012 - Aug 3, 2012 |
| #8 | -8.50% Jul 16, 2024 - Sep 19, 2024 | -9.83% Oct 27, 2011 - Mar 1, 2012 |
| #9 | -6.75% May 3, 2019 - Jun 20, 2019 | -8.65% Sep 16, 2024 - Mar 3, 2025 |
| #10 | -6.05% Jul 26, 2019 - Oct 25, 2019 | -8.49% Jul 3, 2014 - Feb 5, 2015 |
| #11 | -5.60% Mar 28, 2024 - May 15, 2024 | -7.49% Mar 19, 2025 - Apr 15, 2025 |
| #12 | -5.32% Oct 28, 2025 - Dec 10, 2025 | -7.29% Apr 19, 2016 - Aug 11, 2016 |
| #13 | -5.31% Sep 2, 2021 - Oct 20, 2021 | -6.46% Feb 27, 2026 - Mar 20, 2026 |
| #14 | -5.08% Feb 12, 2021 - Mar 15, 2021 | -5.21% Oct 22, 2013 - Feb 18, 2014 |
| #15 | -4.79% Nov 16, 2021 - Dec 27, 2021 | -5.03% Jan 8, 2021 - Apr 15, 2021 |
Correlation
Correlation between SCHK and EFAV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2011 - 2026)
SCHK vs EFAV dividend yield comparison.
| Year | SCHK | EFAV |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 1.09% | 3.20% |
| 2024 | 1.20% | 3.24% |
| 2023 | 1.38% | 3.08% |
| 2022 | 1.57% | 2.53% |
| 2021 | 1.17% | 2.47% |
| 2020 | 1.58% | 1.33% |
| 2019 | 1.82% | 4.19% |
| 2018 | 1.80% | 3.34% |
| 2017 | 0.31% | 2.45% |
| 2016 | 0.00% | 3.94% |
| 2015 | 0.00% | 2.49% |
| 2014 | 0.00% | 3.57% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 0.46% |
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