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SCHM vs TIP

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES TIPS BOND ETF (TIP, ETF).

5-Year PerformanceSCHM has outperformed TIP, delivering a return of +8.2% compared to +0.3%

SCHM vs TIP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$15B
Winner
TIP
$15B
Expense Ratio
Winner
SCHM
0.03%
TIP
0.18%
Max Drawdown
SCHM
42.43%
Winner
TIP
21.96%
Sharpe Ratio
Winner
SCHM
1.36
TIP
-0.56
5Y Beta
SCHM
1.02
Winner
TIP
0.04
P/E Ratio
SCHM
34.01
TIP
N/A
Forward P/E
SCHM
17.28
TIP
N/A
5Y Dividends CAGR
Winner
SCHM
10.89%
TIP
5.89%
5Y EPS CAGR
SCHM
10.09%
TIP
N/A
Debt to Equity
SCHM
24.52%
TIP
N/A
P/S Ratio
SCHM
1.70
TIP
N/A
P/B Ratio
SCHM
2.88
TIP
N/A

SCHM vs TIP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+1.58%
TIP
-0.28%
3M
Winner
SCHM
+5.47%
TIP
-0.76%
6M
Winner
SCHM
+11.17%
TIP
+0.06%
1Y
Winner
SCHM
+28.91%
TIP
+1.79%
5Y(CAGR)
Winner
SCHM
+8.19%
TIP
+0.34%
10Y(CAGR)
Winner
SCHM
+11.14%
TIP
+2.35%
Max(CAGR)
Winner
SCHM
+11.46%
TIP
+3.45%

SCHM vs TIP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSCHMTIP
2026+19.05%+0.80%
2025+10.33%+6.61%
2024+12.62%+1.79%
2023+17.39%+3.44%
2022-17.26%-11.74%
2021+21.32%+5.56%
2020+14.95%+10.30%
2019+27.82%+8.18%
2018-9.47%-1.18%
2017+18.99%+2.82%
2016+16.05%+4.27%
2015+0.01%-2.38%
2014+11.21%+3.25%
2013+32.95%-8.44%
2012+16.31%+6.43%
2011-2.92%+13.75%
2010N/A+5.86%
2009N/A+11.02%
2008N/A-1.32%
2007N/A+11.43%
2006N/A+0.06%
2005N/A+2.52%
2004N/A+8.51%
2003N/A-0.02%

SCHM vs TIP Drawdown Comparison

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

The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.

The current SCHM drawdown is -2.12%. The current TIP drawdown is -1.09%.

RankSCHMTIP
#1-42.43%
Feb 20, 2020 - Nov 9, 2020
-14.58%
Mar 10, 2008 - Oct 1, 2009
#2-26.46%
Nov 16, 2021 - Mar 21, 2024
-14.48%
Nov 9, 2021 - Feb 27, 2026
#3-26.37%
Apr 29, 2011 - Mar 13, 2012
-11.20%
Mar 6, 2020 - Apr 28, 2020
#4-23.27%
Nov 25, 2024 - Sep 5, 2025
-11.06%
Dec 6, 2012 - Mar 20, 2019
#5-22.73%
Sep 14, 2018 - Jul 5, 2019
-6.30%
Mar 17, 2004 - Sep 27, 2004
#6-19.98%
Jun 23, 2015 - Jul 12, 2016
-5.77%
Oct 14, 2010 - Apr 19, 2011
#7-12.09%
Mar 19, 2012 - Sep 12, 2012
-3.84%
Jun 1, 2005 - Aug 4, 2006
#8-10.78%
Sep 2, 2014 - Nov 20, 2014
-3.79%
Aug 10, 2011 - Nov 2, 2011
#9-9.61%
Jan 26, 2018 - Jun 6, 2018
-3.39%
Dec 4, 2006 - Mar 21, 2007
#10-9.32%
Feb 26, 2026 - Apr 14, 2026
-3.16%
Feb 9, 2005 - Apr 20, 2005
#11-8.18%
Jul 16, 2024 - Sep 19, 2024
-3.15%
Apr 30, 2007 - Jul 26, 2007
#12-7.40%
Jun 30, 2026 - Jul 29, 2026
-2.99%
Jan 28, 2021 - May 5, 2021
#13-7.35%
Sep 14, 2012 - Dec 18, 2012
-2.94%
Nov 26, 2007 - Jan 3, 2008
#14-7.34%
May 21, 2013 - Jul 11, 2013
-2.55%
Nov 27, 2009 - Apr 29, 2010
#15-7.19%
Jul 24, 2019 - Nov 4, 2019
-2.46%
Aug 29, 2019 - Jan 3, 2020

Correlation

Correlation between SCHM and TIP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2003 - 2026)

SCHM vs TIP dividend yield comparison.

YearSCHMTIP
20260.51%3.44%
20251.46%3.46%
20241.43%2.52%
20231.50%2.73%
20221.67%6.96%
20211.13%4.28%
20201.31%1.17%
20191.48%1.75%
20181.56%2.71%
20171.27%2.07%
20161.51%1.48%
20151.54%0.34%
20141.48%1.67%
20131.27%1.15%
20121.67%2.22%
20111.19%4.10%
20100.00%2.50%
20090.00%3.89%
20080.00%6.30%
20070.00%4.25%
20060.00%4.32%
20050.00%5.42%
20040.00%3.92%
20030.00%0.12%

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