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SCHM vs EMB

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB, ETF).

5-Year PerformanceSCHM has outperformed EMB, delivering a return of +8.2% compared to +1.8%

SCHM vs EMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$15B
Winner
EMB
$15B
Expense Ratio
Winner
SCHM
0.03%
EMB
0.39%
Max Drawdown
SCHM
42.43%
Winner
EMB
37.41%
Sharpe Ratio
Winner
SCHM
1.36
EMB
0.63
5Y Beta
SCHM
1.02
Winner
EMB
0.26
P/E Ratio
SCHM
34.01
EMB
N/A
Forward P/E
SCHM
17.28
EMB
N/A
5Y Dividends CAGR
Winner
SCHM
10.89%
EMB
0.78%
5Y EPS CAGR
SCHM
10.09%
EMB
N/A
Debt to Equity
SCHM
24.52%
EMB
N/A
P/S Ratio
SCHM
1.70
EMB
N/A
P/B Ratio
SCHM
2.88
EMB
N/A

SCHM vs EMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+1.58%
EMB
-0.30%
3M
Winner
SCHM
+5.47%
EMB
+0.59%
6M
Winner
SCHM
+11.17%
EMB
+1.10%
1Y
Winner
SCHM
+28.91%
EMB
+7.32%
5Y(CAGR)
Winner
SCHM
+8.19%
EMB
+1.76%
10Y(CAGR)
Winner
SCHM
+11.14%
EMB
+2.83%
Max(CAGR)
Winner
SCHM
+11.46%
EMB
+4.65%

SCHM vs EMB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSCHMEMB
2026+19.05%+1.94%
2025+10.33%+13.47%
2024+12.62%+6.59%
2023+17.39%+10.12%
2022-17.26%-17.83%
2021+21.32%-1.69%
2020+14.95%+5.29%
2019+27.82%+15.48%
2018-9.47%-5.71%
2017+18.99%+9.90%
2016+16.05%+9.38%
2015+0.01%+1.39%
2014+11.21%+6.03%
2013+32.95%-8.06%
2012+16.31%+18.00%
2011-2.92%+7.19%
2010N/A+10.67%
2009N/A+13.44%
2008N/A-2.27%
2007N/A+0.29%

SCHM vs EMB Drawdown Comparison

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for EMB was -34.70%, occurring on Oct 28, 2008. Recovery took 293 trading sessions.

The current SCHM drawdown is -2.12%. The current EMB drawdown is -0.79%.

RankSCHMEMB
#1-42.43%
Feb 20, 2020 - Nov 9, 2020
-34.70%
May 21, 2008 - Jul 21, 2009
#2-26.46%
Nov 16, 2021 - Mar 21, 2024
-28.75%
Sep 2, 2021 - Aug 11, 2025
#3-26.37%
Apr 29, 2011 - Mar 13, 2012
-26.55%
Mar 4, 2020 - Nov 13, 2020
#4-23.27%
Nov 25, 2024 - Sep 5, 2025
-14.48%
May 2, 2013 - Jul 8, 2014
#5-22.73%
Sep 14, 2018 - Jul 5, 2019
-8.91%
Jan 5, 2018 - Mar 20, 2019
#6-19.98%
Jun 23, 2015 - Jul 12, 2016
-7.56%
Sep 7, 2016 - Apr 28, 2017
#7-12.09%
Mar 19, 2012 - Sep 12, 2012
-7.43%
Nov 4, 2010 - Jul 28, 2011
#8-10.78%
Sep 2, 2014 - Nov 20, 2014
-7.37%
Aug 27, 2014 - Apr 2, 2015
#9-9.61%
Jan 26, 2018 - Jun 6, 2018
-7.34%
Dec 31, 2020 - Aug 31, 2021
#10-9.32%
Feb 26, 2026 - Apr 14, 2026
-7.09%
Aug 2, 2011 - Nov 3, 2011
#11-8.18%
Jul 16, 2024 - Sep 19, 2024
-6.45%
Apr 20, 2010 - Jul 8, 2010
#12-7.40%
Jun 30, 2026 - Jul 29, 2026
-6.36%
Apr 27, 2015 - Mar 17, 2016
#13-7.35%
Sep 14, 2012 - Dec 18, 2012
-4.88%
May 3, 2012 - Jun 19, 2012
#14-7.34%
May 21, 2013 - Jul 11, 2013
-4.51%
Feb 25, 2026 - Jun 2, 2026
#15-7.19%
Jul 24, 2019 - Nov 4, 2019
-4.14%
Nov 8, 2011 - Jan 26, 2012

Correlation

Correlation between SCHM and EMB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2007 - 2026)

SCHM vs EMB dividend yield comparison.

YearSCHMEMB
20260.51%3.05%
20251.46%4.98%
20241.43%5.46%
20231.50%4.74%
20221.67%5.04%
20211.13%3.89%
20201.31%3.88%
20191.48%4.51%
20181.56%5.64%
20171.27%4.54%
20161.51%4.83%
20151.54%4.84%
20141.48%4.56%
20131.27%4.75%
20121.67%4.17%
20111.19%4.83%
20100.00%5.15%
20090.00%5.63%
20080.00%5.63%
20070.00%0.16%

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