SCHK vs EVTR

Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF).

SCHK vs EVTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHK(ETF)	EVTR(ETF)
Net Assets	$5.70B	$5.60B
Expense Ratio	0.03%	0.32%
Max Drawdown	34.80%	5.57%
Sharpe Ratio	1.32	0.33
5Y Beta	0.99	0.04
P/E Ratio	29.11	N/A
Forward P/E	21.16	N/A
5Y Dividends CAGR	5.65%	N/A
5Y EPS CAGR	24.41%	N/A
Debt to Equity	33.60%	N/A
P/S Ratio	3.53	N/A
P/B Ratio	5.36	N/A

Net Assets

Winner

SCHK

$5.70B

EVTR

$5.60B

Expense Ratio

Winner

SCHK

0.03%

EVTR

0.32%

Max Drawdown

SCHK

34.80%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

SCHK

1.32

EVTR

0.33

5Y Beta

SCHK

0.99

Winner

EVTR

0.04

P/E Ratio

SCHK

29.11

EVTR

N/A

Forward P/E

SCHK

21.16

EVTR

N/A

5Y Dividends CAGR

SCHK

5.65%

EVTR

N/A

5Y EPS CAGR

SCHK

24.41%

EVTR

N/A

Debt to Equity

SCHK

33.60%

EVTR

N/A

P/S Ratio

SCHK

3.53

EVTR

N/A

P/B Ratio

SCHK

5.36

EVTR

N/A

SCHK vs EVTR - Holdings Comparison

SCHK and EVTR have 1 common holdings. Overlap is -0.01%

SCHK's top 25 holdings weight is 47.12%. EVTR's top 25 holdings weight is 50.21%.

Rank	SCHK	EVTR
#1	NVIDIA CORP (NVDA) - 6.83%	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.96%
#2	APPLE INC (AAPL) - 6.54%	UNITED STATES TREASURY NOTES 3.875% (n/a) - 5.32%
#3	MICROSOFT CORP (MSFT) - 4.14%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.52%
#4	AMAZON.COM INC (AMZN) - 3.45%	UNITED STATES TREASURY BONDS 4% (n/a) - 3.67%
#5	ALPHABET INC CLASS A (GOOGL) - 3.08%	UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.56%
#6	BROADCOM INC (AVGO) - 2.52%	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.34%
#7	ALPHABET INC CLASS C (GOOG) - 2.46%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.33%
#8	META PLATFORMS INC CLASS A (META) - 1.94%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.04%
#9	TESLA INC (TSLA) - 1.63%	n/a (n/a) - 2.75%
#10	MICRON TECHNOLOGY INC (MU) - 1.52%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.87%
#11	ELI LILLY AND CO (LLY) - 1.40%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 1.69%
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32%	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 1.42%
#13	JPMORGAN CHASE & CO (JPM) - 1.30%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 1.30%
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.21%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.25%
#15	JOHNSON & JOHNSON (JNJ) - 0.92%	UNITED STATES TREASURY NOTES 0.625% (n/a) - 1.03%
#16	EXXON MOBIL CORP (XOM) - 0.84%	n/a (n/a) - 1.00%
#17	VISA INC CLASS A (V) - 0.84%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.82%
#18	INTEL CORP (INTC) - 0.75%	EATON VANCE FLOATING-RATE ETF (EVLN) - 0.70%
#19	WALMART INC (WMT) - 0.70%	UNITED STATES TREASURY BONDS 2.5% (n/a) - 0.57%
#20	ABBVIE INC (ABBV) - 0.64%	UNITED STATES TREASURY BONDS 1.125% (n/a) - 0.56%
#21	APPLIED MATERIALS INC (AMAT) - 0.63%	JPMORGAN CHASE & CO. 4.622% (n/a) - 0.54%
#22	CISCO SYSTEMS INC (CSCO) - 0.63%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.53%
#23	CATERPILLAR INC (CAT) - 0.62%	BROOKFIELD ASSET MANAGEMENT LTD 5.298% (n/a) - 0.49%
#24	MASTERCARD INC CLASS A (MA) - 0.61%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.48%
#25	COSTCO WHOLESALE CORP (COST) - 0.60%	CI FINANCIAL CORP 7.5% (n/a) - 0.47%
Total Holdings	930	541

SCHK vs EVTR - Historical Returns

Returns include dividend reinvestment.

Period	SCHK	EVTR
1 month	+0.32%	-0.43%
3 months	+7.41%	-0.11%
6 months	+9.07%	+0.22%
1 year	+21.51%	+4.86%
5 years(CAGR)	+12.60%	N/A
10 years(CAGR)	+14.57%	N/A
Max(CAGR)	+14.57%	+5.43%

Winner

SCHK

+0.32%

EVTR

-0.43%

Winner

SCHK

+7.41%

EVTR

-0.11%

Winner

SCHK

+9.07%

EVTR

+0.22%

Winner

SCHK

+21.51%

EVTR

+4.86%

5Y(CAGR)

SCHK

+12.60%

EVTR

N/A

10Y(CAGR)

SCHK

+14.57%

EVTR

N/A

Max(CAGR)

Winner

SCHK

+14.57%

EVTR

+5.43%

SCHK vs EVTR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SCHK	EVTR
2026	+10.66%	+0.53%
2025	+17.48%	+8.06%
2024	+25.29%	+4.07%
2023	+27.16%	N/A
2022	-19.88%	N/A
2021	+27.95%	N/A
2020	+19.71%	N/A
2019	+31.09%	N/A
2018	-5.78%	N/A
2017	+5.07%	N/A

SCHK vs EVTR Drawdown Comparison

The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.

The current SCHK drawdown is -0.80%. The current EVTR drawdown is -1.30%.

Rank	SCHK	EVTR
#1	-34.80% Feb 19, 2020 - Aug 10, 2020	-4.08% Sep 17, 2024 - Apr 3, 2025
#2	-25.43% Dec 27, 2021 - Dec 14, 2023	-2.86% Feb 27, 2026 - May 19, 2026
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	-2.77% Mar 27, 2024 - May 15, 2024
#4	-19.20% Feb 19, 2025 - Jun 26, 2025	-2.37% Apr 3, 2025 - Jun 23, 2025
#5	-9.83% Jan 26, 2018 - Jul 25, 2018	-1.26% May 15, 2024 - Jun 4, 2024
#6	-9.31% Sep 2, 2020 - Nov 11, 2020	-0.99% Jun 30, 2025 - Jul 29, 2025
#7	-8.97% Jan 12, 2026 - Apr 14, 2026	-0.91% Oct 27, 2025 - Nov 26, 2025
#8	-8.50% Jul 16, 2024 - Sep 19, 2024	-0.89% Jun 14, 2024 - Jul 5, 2024
#9	-6.75% May 3, 2019 - Jun 20, 2019	-0.88% Aug 2, 2024 - Aug 20, 2024
#10	-6.05% Jul 26, 2019 - Oct 25, 2019	-0.87% Jun 6, 2024 - Jun 13, 2024
#11	-5.60% Mar 28, 2024 - May 15, 2024	-0.77% Nov 26, 2025 - Dec 30, 2025
#12	-5.32% Oct 28, 2025 - Dec 10, 2025	-0.77% Jul 17, 2024 - Jul 30, 2024
#13	-5.31% Sep 2, 2021 - Oct 20, 2021	-0.75% Sep 16, 2025 - Oct 13, 2025
#14	-5.08% Feb 12, 2021 - Mar 15, 2021	-0.54% Jan 14, 2026 - Jan 26, 2026
#15	-4.79% Nov 16, 2021 - Dec 27, 2021	-0.45% Aug 13, 2025 - Aug 22, 2025