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SCHM vs VGLT

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

5-Year PerformanceSCHM has outperformed VGLT, delivering a return of +7.9% compared to -4.9%

SCHM vs VGLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHM
$14B
VGLT
$14B
Expense Ratio
SCHM
0.04%
Winner
VGLT
0.03%
Max Drawdown
Winner
SCHM
42.43%
VGLT
50.44%
Sharpe Ratio
Winner
SCHM
1.67
VGLT
0.03
5Y Beta
SCHM
1.00
Winner
VGLT
0.05
P/E Ratio
SCHM
34.74
VGLT
N/A
Forward P/E
SCHM
17.62
VGLT
N/A
5Y Dividends CAGR
Winner
SCHM
9.78%
VGLT
6.61%
5Y EPS CAGR
SCHM
11.27%
VGLT
N/A
Debt to Equity
SCHM
22.41%
VGLT
N/A
P/S Ratio
SCHM
1.74
VGLT
N/A
P/B Ratio
SCHM
2.90
VGLT
N/A

SCHM vs VGLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+7.50%
VGLT
-0.60%
3M
Winner
SCHM
+6.58%
VGLT
-1.59%
6M
Winner
SCHM
+17.88%
VGLT
-2.15%
1Y
Winner
SCHM
+28.91%
VGLT
+4.31%
5Y(CAGR)
Winner
SCHM
+7.95%
VGLT
-4.95%
10Y(CAGR)
Winner
SCHM
+11.43%
VGLT
-0.99%
Max(CAGR)
Winner
SCHM
+11.36%
VGLT
+2.49%

SCHM vs VGLT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSCHMVGLT
2026+14.51%-0.25%
2025+10.33%+5.23%
2024+12.62%-5.80%
2023+17.39%+1.50%
2022-17.26%-27.68%
2021+21.32%-4.91%
2020+14.95%+16.54%
2019+27.82%+13.62%
2018-9.47%-0.48%
2017+18.99%+8.37%
2016+16.05%-0.08%
2015+0.01%-1.81%
2014+11.21%+24.41%
2013+32.95%-11.50%
2012+16.31%+4.55%
2011-2.92%+29.34%
2010N/A+8.97%
2009N/A-4.16%

SCHM vs VGLT Drawdown Comparison

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

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SCHM drawdown is -0.43%. The current VGLT drawdown is -36.86%.

RankSCHMVGLT
#1-42.43%
Feb 20, 2020 - Nov 9, 2020
-46.17%
Aug 4, 2020 - Oct 19, 2023
#2-26.46%
Nov 16, 2021 - Mar 21, 2024
-17.79%
Jul 25, 2012 - Oct 15, 2014
#3-26.37%
Apr 29, 2011 - Mar 13, 2012
-16.92%
Jul 8, 2016 - Jun 3, 2019
#4-23.27%
Nov 25, 2024 - Sep 5, 2025
-14.21%
Mar 9, 2020 - Aug 4, 2020
#5-22.73%
Sep 14, 2018 - Jul 5, 2019
-13.98%
Aug 31, 2010 - Aug 4, 2011
#6-19.98%
Jun 23, 2015 - Jul 12, 2016
-13.80%
Jan 30, 2015 - Feb 11, 2016
#7-12.09%
Mar 19, 2012 - Sep 12, 2012
-9.07%
Oct 3, 2011 - Dec 19, 2011
#8-10.78%
Sep 2, 2014 - Nov 20, 2014
-8.89%
Dec 19, 2011 - May 16, 2012
#9-9.61%
Jan 26, 2018 - Jun 6, 2018
-7.97%
Aug 28, 2019 - Feb 20, 2020
#10-9.32%
Feb 26, 2026 - Apr 14, 2026
-5.69%
Nov 27, 2009 - May 6, 2010
#11-8.18%
Jul 16, 2024 - Sep 19, 2024
-4.57%
Feb 11, 2016 - Jun 3, 2016
#12-7.35%
Sep 14, 2012 - Dec 18, 2012
-4.32%
Sep 22, 2011 - Oct 3, 2011
#13-7.34%
May 21, 2013 - Jul 11, 2013
-4.16%
Aug 10, 2011 - Aug 18, 2011
#14-7.19%
Jul 24, 2019 - Nov 4, 2019
-3.59%
Aug 19, 2011 - Sep 2, 2011
#15-7.05%
Mar 28, 2024 - Jul 16, 2024
-3.55%
Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between SCHM and VGLT is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34
-101

Dividend Comparison (2009 - 2026)

SCHM vs VGLT dividend yield comparison.

YearSCHMVGLT
20260.22%1.53%
20251.46%4.44%
20241.43%4.33%
20231.50%3.33%
20221.67%2.84%
20211.13%1.82%
20201.31%2.15%
20191.48%2.46%
20181.56%2.71%
20171.27%2.55%
20161.51%2.69%
20151.54%3.21%
20141.48%2.75%
20131.27%3.19%
20121.67%3.02%
20111.19%3.10%
20100.00%3.72%
20090.00%0.46%

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