SCHK vs SRLN

Comparison between SCHWAB 1000 INDEX ETF (SCHK, ETF) and SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

5-Year PerformanceSCHK has outperformed SRLN, delivering a return of +12.6% compared to +4.8%

SCHK vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHK(ETF)	SRLN(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.03%	0.70%
Max Drawdown	34.80%	28.37%
Sharpe Ratio	2.00	1.16
5Y Beta	0.99	0.15
P/E Ratio	28.55	N/A
Forward P/E	21.32	N/A
5Y Dividends CAGR	4.88%	8.86%
5Y EPS CAGR	25.23%	N/A
Debt to Equity	23.20%	N/A
P/S Ratio	3.33	N/A
P/B Ratio	5.04	N/A

Net Assets

SCHK

$4.70B

SRLN

$4.70B

Expense Ratio

Winner

SCHK

0.03%

SRLN

0.70%

Max Drawdown

SCHK

34.80%

Winner

SRLN

28.37%

Sharpe Ratio

Winner

SCHK

2.00

SRLN

1.16

5Y Beta

SCHK

0.99

Winner

SRLN

0.15

P/E Ratio

SCHK

28.55

SRLN

N/A

Forward P/E

SCHK

21.32

SRLN

N/A

5Y Dividends CAGR

SCHK

4.88%

Winner

SRLN

8.86%

5Y EPS CAGR

SCHK

25.23%

SRLN

N/A

Debt to Equity

SCHK

23.20%

SRLN

N/A

P/S Ratio

SCHK

3.33

SRLN

N/A

P/B Ratio

SCHK

5.04

SRLN

N/A

SCHK vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	SCHK	SRLN
1 month	+8.90%	+1.30%
3 months	+6.34%	+1.43%
6 months	+10.38%	+1.93%
1 year	+31.68%	+7.05%
5 years(CAGR)	+12.65%	+4.79%
10 years(CAGR)	+14.61%	+4.59%
Max(CAGR)	+14.61%	+3.81%

Winner

SCHK

+8.90%

SRLN

+1.30%

Winner

SCHK

+6.34%

SRLN

+1.43%

Winner

SCHK

+10.38%

SRLN

+1.93%

Winner

SCHK

+31.68%

SRLN

+7.05%

5Y(CAGR)

Winner

SCHK

+12.65%

SRLN

+4.79%

10Y(CAGR)

Winner

SCHK

+14.61%

SRLN

+4.59%

Max(CAGR)

Winner

SCHK

+14.61%

SRLN

+3.81%

SCHK vs SRLN - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SCHK	SRLN
2026	+8.15%	+0.59%
2025	+17.48%	+6.72%
2024	+25.29%	+8.43%
2023	+27.16%	+10.96%
2022	-19.88%	-5.37%
2021	+27.95%	+4.66%
2020	+19.71%	+2.94%
2019	+31.09%	+9.95%
2018	-5.78%	-0.82%
2017	+5.07%	+3.37%
2016	N/A	+7.14%
2015	N/A	-1.15%
2014	N/A	+1.01%
2013	N/A	+1.80%

SCHK vs SRLN Drawdown Comparison

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

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

Rank	SCHK	SRLN
#1	-34.80% Feb 19, 2020 - Aug 10, 2020	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-25.43% Dec 27, 2021 - Dec 14, 2023	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-19.20% Feb 19, 2025 - Jun 26, 2025	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-9.83% Jan 26, 2018 - Jul 25, 2018	-4.26% Feb 18, 2025 - May 12, 2025
#6	-9.31% Sep 2, 2020 - Nov 11, 2020	-3.26% Jan 9, 2026 - May 1, 2026
#7	-8.97% Jan 12, 2026 - Apr 14, 2026	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-8.50% Jul 16, 2024 - Sep 19, 2024	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-6.75% May 3, 2019 - Jun 20, 2019	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-6.05% Jul 26, 2019 - Oct 25, 2019	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-5.60% Mar 28, 2024 - May 15, 2024	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-5.32% Oct 28, 2025 - Dec 10, 2025	-1.19% May 9, 2013 - Jul 23, 2013
#13	-5.31% Sep 2, 2021 - Oct 20, 2021	-1.16% May 3, 2019 - Jul 17, 2019
#14	-5.08% Feb 12, 2021 - Mar 15, 2021	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-4.79% Nov 16, 2021 - Dec 27, 2021	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

Correlation between SCHK and SRLN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2013 - 2026)

SCHK vs SRLN dividend yield comparison.

Year	SCHK	SRLN
2026	0.25%	2.33%
2025	1.09%	7.67%
2024	1.20%	8.58%
2023	1.38%	8.44%
2022	1.57%	5.72%
2021	1.17%	4.45%
2020	1.58%	4.91%
2019	1.82%	5.39%
2018	1.80%	4.98%
2017	0.31%	4.01%
2016	0.00%	3.94%
2015	0.00%	4.43%
2014	0.00%	3.66%
2013	0.00%	1.91%