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SCHM vs PFF

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

5-Year PerformanceSCHM has outperformed PFF, delivering a return of +7.5% compared to +1.8%

SCHM vs PFF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$13B
Winner
PFF
$13B
Expense Ratio
Winner
SCHM
0.04%
PFF
0.45%
Max Drawdown
Winner
SCHM
42.43%
PFF
70.19%
Sharpe Ratio
Winner
SCHM
1.73
PFF
1.07
5Y Beta
SCHM
1.00
Winner
PFF
0.32
P/E Ratio
SCHM
32.87
PFF
N/A
Forward P/E
SCHM
16.73
PFF
N/A
5Y Dividends CAGR
Winner
SCHM
9.77%
PFF
1.29%
5Y EPS CAGR
SCHM
11.45%
PFF
N/A
Debt to Equity
SCHM
8.63%
PFF
N/A
P/S Ratio
SCHM
1.66
PFF
N/A
P/B Ratio
SCHM
2.73
PFF
N/A

SCHM vs PFF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+7.06%
PFF
+3.65%
3M
Winner
SCHM
+6.30%
PFF
+1.69%
6M
Winner
SCHM
+18.68%
PFF
+4.73%
1Y
Winner
SCHM
+33.44%
PFF
+11.36%
5Y(CAGR)
Winner
SCHM
+7.45%
PFF
+1.84%
10Y(CAGR)
Winner
SCHM
+11.42%
PFF
+3.62%
Max(CAGR)
Winner
SCHM
+11.35%
PFF
+3.95%

SCHM vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSCHMPFF
2026+14.25%+3.05%
2025+10.33%+3.62%
2024+12.62%+7.38%
2023+17.39%+8.66%
2022-17.26%-17.58%
2021+21.32%+8.17%
2020+14.95%+7.28%
2019+27.82%+14.86%
2018-9.47%-4.10%
2017+18.99%+7.26%
2016+16.05%+0.84%
2015+0.01%+3.82%
2014+11.21%+13.42%
2013+32.95%-1.29%
2012+16.31%+17.15%
2011-2.92%-2.15%
2010N/A+13.19%
2009N/A+33.55%
2008N/A-26.08%
2007N/A-12.60%

SCHM vs PFF Drawdown Comparison

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

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The current SCHM drawdown is -0.66%.

RankSCHMPFF
#1-42.43%
Feb 20, 2020 - Nov 9, 2020
-65.49%
May 14, 2007 - Jul 26, 2010
#2-26.46%
Nov 16, 2021 - Mar 21, 2024
-34.11%
Feb 11, 2020 - Oct 7, 2020
#3-26.37%
Apr 29, 2011 - Mar 13, 2012
-21.05%
Dec 31, 2021 - Sep 24, 2024
#4-23.27%
Nov 25, 2024 - Sep 5, 2025
-15.19%
May 19, 2011 - Feb 3, 2012
#5-22.73%
Sep 14, 2018 - Jul 5, 2019
-10.61%
Oct 16, 2024 - Sep 5, 2025
#6-19.98%
Jun 23, 2015 - Jul 12, 2016
-9.72%
Aug 31, 2018 - Apr 1, 2019
#7-12.09%
Mar 19, 2012 - Sep 12, 2012
-8.67%
May 8, 2013 - Mar 17, 2014
#8-10.78%
Sep 2, 2014 - Nov 20, 2014
-7.48%
Aug 9, 2016 - Apr 10, 2017
#9-9.61%
Jan 26, 2018 - Jun 6, 2018
-6.77%
Jan 5, 2016 - Mar 22, 2016
#10-9.32%
Feb 26, 2026 - Apr 14, 2026
-5.28%
Feb 17, 2026 - May 6, 2026
#11-8.18%
Jul 16, 2024 - Sep 19, 2024
-4.64%
Sep 19, 2025 - Jan 9, 2026
#12-7.35%
Sep 14, 2012 - Dec 18, 2012
-4.17%
May 7, 2012 - Jun 19, 2012
#13-7.34%
May 21, 2013 - Jul 11, 2013
-3.81%
Nov 27, 2015 - Jan 4, 2016
#14-7.19%
Jul 24, 2019 - Nov 4, 2019
-3.81%
Dec 7, 2017 - Jun 14, 2018
#15-7.05%
Mar 28, 2024 - Jul 16, 2024
-3.15%
Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between SCHM and PFF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

SCHM vs PFF dividend yield comparison.

YearSCHMPFF
20260.22%1.55%
20251.46%6.30%
20241.43%6.32%
20231.50%6.63%
20221.67%6.01%
20211.13%4.45%
20201.31%4.79%
20191.48%5.31%
20181.56%6.32%
20171.27%5.59%
20161.51%5.85%
20151.54%5.76%
20141.48%6.32%
20131.27%6.60%
20121.67%6.01%
20111.19%6.98%
20100.00%7.33%
20090.00%7.87%
20080.00%9.45%
20070.00%6.01%

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