SCHM vs SCHR

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceSCHM has outperformed SCHR, delivering a return of +7.5% compared to +0.2%

SCHM vs SCHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHM(ETF)	SCHR(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.04%	0.03%
Max Drawdown	42.43%	20.13%
Sharpe Ratio	1.73	-0.00
5Y Beta	1.00	-0.01
P/E Ratio	32.87	N/A
Forward P/E	16.73	N/A
5Y Dividends CAGR	9.77%	21.51%
5Y EPS CAGR	11.45%	N/A
Debt to Equity	8.63%	N/A
P/S Ratio	1.66	N/A
P/B Ratio	2.73	N/A

Net Assets

SCHM

$13B

SCHR

$13B

Expense Ratio

SCHM

0.04%

Winner

SCHR

0.03%

Max Drawdown

SCHM

42.43%

Winner

SCHR

20.13%

Sharpe Ratio

Winner

SCHM

1.73

SCHR

-0.00

5Y Beta

SCHM

1.00

Winner

SCHR

-0.01

P/E Ratio

SCHM

32.87

SCHR

N/A

Forward P/E

SCHM

16.73

SCHR

N/A

5Y Dividends CAGR

SCHM

9.77%

Winner

SCHR

21.51%

5Y EPS CAGR

SCHM

11.45%

SCHR

N/A

Debt to Equity

SCHM

8.63%

SCHR

N/A

P/S Ratio

SCHM

1.66

SCHR

N/A

P/B Ratio

SCHM

2.73

SCHR

N/A

SCHM vs SCHR - Historical Returns

Returns include dividend reinvestment.

Period	SCHM	SCHR
1 month	+7.06%	-0.04%
3 months	+6.30%	-0.18%
6 months	+18.68%	+0.50%
1 year	+33.44%	+4.19%
5 years(CAGR)	+7.45%	+0.19%
10 years(CAGR)	+11.42%	+1.29%
Max(CAGR)	+11.35%	+1.96%

Winner

SCHM

+7.06%

SCHR

-0.04%

Winner

SCHM

+6.30%

SCHR

-0.18%

Winner

SCHM

+18.68%

SCHR

+0.50%

Winner

SCHM

+33.44%

SCHR

+4.19%

5Y(CAGR)

Winner

SCHM

+7.45%

SCHR

+0.19%

10Y(CAGR)

Winner

SCHM

+11.42%

SCHR

+1.29%

Max(CAGR)

Winner

SCHM

+11.35%

SCHR

+1.96%

SCHM vs SCHR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SCHM	SCHR
2026	+14.25%	+0.17%
2025	+10.33%	+7.37%
2024	+12.62%	+1.68%
2023	+17.39%	+3.85%
2022	-17.26%	-10.09%
2021	+21.32%	-2.67%
2020	+14.95%	+7.50%
2019	+27.82%	+6.13%
2018	-9.47%	+1.46%
2017	+18.99%	+1.52%
2016	+16.05%	+0.84%
2015	+0.01%	+1.40%
2014	+11.21%	+4.28%
2013	+32.95%	-2.60%
2012	+16.31%	+2.67%
2011	-2.92%	+10.32%
2010	N/A	-0.88%

SCHM vs SCHR Drawdown Comparison

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

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SCHM drawdown is -0.66%. The current SCHR drawdown is -1.82%.

Rank	SCHM	SCHR
#1	-42.43% Feb 20, 2020 - Nov 9, 2020	-16.11% Aug 4, 2020 - Oct 20, 2022
#2	-26.46% Nov 16, 2021 - Mar 21, 2024	-5.79% Nov 4, 2010 - Jun 24, 2011
#3	-26.37% Apr 29, 2011 - Mar 13, 2012	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-23.27% Nov 25, 2024 - Sep 5, 2025	-5.23% May 1, 2013 - Oct 13, 2014
#5	-22.73% Sep 14, 2018 - Jul 5, 2019	-2.68% Feb 2, 2015 - Aug 24, 2015
#6	-19.98% Jun 23, 2015 - Jul 12, 2016	-2.56% Jan 31, 2012 - May 4, 2012
#7	-12.09% Mar 19, 2012 - Sep 12, 2012	-2.48% Sep 22, 2011 - Dec 16, 2011
#8	-10.78% Sep 2, 2014 - Nov 20, 2014	-2.26% Sep 4, 2019 - Jan 27, 2020
#9	-9.61% Jan 26, 2018 - Jun 6, 2018	-2.21% Mar 9, 2020 - Mar 23, 2020
#10	-9.32% Feb 26, 2026 - Apr 14, 2026	-2.14% Oct 14, 2015 - Jan 20, 2016
#11	-8.18% Jul 16, 2024 - Sep 19, 2024	-1.89% Jun 24, 2011 - Jul 13, 2011
#12	-7.35% Sep 14, 2012 - Dec 18, 2012	-1.73% Feb 11, 2016 - Apr 7, 2016
#13	-7.34% May 21, 2013 - Jul 11, 2013	-1.56% Jul 24, 2012 - Dec 5, 2012
#14	-7.19% Jul 24, 2019 - Nov 4, 2019	-1.44% Dec 6, 2012 - Apr 4, 2013
#15	-7.05% Mar 28, 2024 - Jul 16, 2024	-1.43% Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between SCHM and SCHR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2010 - 2026)

SCHM vs SCHR dividend yield comparison.

Year	SCHM	SCHR
2026	0.22%	1.30%
2025	1.46%	3.85%
2024	1.43%	3.77%
2023	1.50%	3.16%
2022	1.67%	2.02%
2021	1.13%	1.00%
2020	1.31%	1.62%
2019	1.48%	2.31%
2018	1.56%	2.11%
2017	1.27%	1.65%
2016	1.51%	1.46%
2015	1.54%	1.56%
2014	1.48%	1.44%
2013	1.27%	1.07%
2012	1.67%	1.07%
2011	1.19%	1.53%
2010	0.00%	0.57%