SCHO vs IWN

Comparison between SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).

5-Year PerformanceIWN has outperformed SCHO, delivering a return of +6.9% compared to +1.8%

SCHO vs IWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHO(ETF)	IWN(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.24%
Max Drawdown	7.87%	62.91%
Sharpe Ratio	-0.13	2.01
5Y Beta	-0.02	0.97
P/E Ratio	N/A	166.44
Forward P/E	N/A	12.45
5Y Dividends CAGR	33.03%	11.18%
5Y EPS CAGR	N/A	9.58%
Debt to Equity	N/A	36.26%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	1.55

Net Assets

SCHO

$13B

IWN

$13B

Expense Ratio

Winner

SCHO

0.03%

IWN

0.24%

Max Drawdown

Winner

SCHO

7.87%

IWN

62.91%

Sharpe Ratio

SCHO

-0.13

Winner

IWN

2.01

5Y Beta

Winner

SCHO

-0.02

IWN

0.97

P/E Ratio

SCHO

N/A

IWN

166.44

Forward P/E

SCHO

N/A

IWN

12.45

5Y Dividends CAGR

Winner

SCHO

33.03%

IWN

11.18%

5Y EPS CAGR

SCHO

N/A

IWN

9.58%

Debt to Equity

SCHO

N/A

IWN

36.26%

P/S Ratio

SCHO

N/A

IWN

1.28

P/B Ratio

SCHO

N/A

IWN

1.55

SCHO vs IWN - Historical Returns

Returns include dividend reinvestment.

Period	SCHO	IWN
1 month	+0.23%	+6.65%
3 months	+0.25%	+5.60%
6 months	+1.18%	+21.42%
1 year	+3.70%	+44.45%
5 years(CAGR)	+1.84%	+6.86%
10 years(CAGR)	+1.72%	+10.49%
Max(CAGR)	+1.35%	+9.38%

SCHO

+0.23%

Winner

IWN

+6.65%

SCHO

+0.25%

Winner

IWN

+5.60%

SCHO

+1.18%

Winner

IWN

+21.42%

SCHO

+3.70%

Winner

IWN

+44.45%

5Y(CAGR)

SCHO

+1.84%

Winner

IWN

+6.86%

10Y(CAGR)

SCHO

+1.72%

Winner

IWN

+10.49%

Max(CAGR)

SCHO

+1.35%

Winner

IWN

+9.38%

SCHO vs IWN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SCHO	IWN
2026	+0.61%	+16.05%
2025	+5.14%	+12.57%
2024	+3.78%	+8.00%
2023	+4.20%	+14.92%
2022	-3.76%	-15.78%
2021	-0.66%	+29.69%
2020	+3.11%	+4.78%
2019	+3.49%	+21.05%
2018	+1.36%	-13.73%
2017	+0.35%	+7.03%
2016	+0.68%	+34.63%
2015	+0.43%	-7.27%
2014	+0.61%	+5.30%
2013	+0.35%	+30.27%
2012	+0.31%	+15.86%
2011	+1.43%	-7.51%
2010	+0.15%	+21.53%
2009	N/A	+20.24%
2008	N/A	-27.94%
2007	N/A	-10.53%
2006	N/A	+21.09%
2005	N/A	+5.60%
2004	N/A	+20.92%
2003	N/A	+41.77%
2002	N/A	-12.06%
2001	N/A	+16.04%
2000	N/A	+13.82%

SCHO vs IWN Drawdown Comparison

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The current SCHO drawdown is -0.12%. The current IWN drawdown is -0.53%.

Rank	SCHO	IWN
#1	-5.69% Aug 3, 2021 - May 15, 2024	-61.53% Jun 4, 2007 - Sep 14, 2012
#2	-1.07% Sep 7, 2017 - Nov 19, 2018	-46.07% Aug 22, 2018 - Dec 15, 2020
#3	-0.98% Sep 24, 2024 - Jan 24, 2025	-34.07% May 2, 2002 - Sep 4, 2003
#4	-0.94% Jul 5, 2016 - Aug 1, 2017	-26.70% Nov 25, 2024 - Sep 18, 2025
#5	-0.86% Feb 27, 2026 - Mar 26, 2026	-25.93% Nov 8, 2021 - Jul 16, 2024
#6	-0.78% Nov 1, 2010 - Apr 29, 2011	-22.54% Jun 23, 2015 - Aug 5, 2016
#7	-0.70% Oct 14, 2015 - Feb 2, 2016	-19.41% Jun 29, 2001 - Dec 18, 2001
#8	-0.69% Sep 4, 2019 - Oct 3, 2019	-12.38% Jul 3, 2014 - Dec 29, 2014
#9	-0.64% Apr 30, 2025 - Jun 20, 2025	-12.02% May 9, 2006 - Oct 12, 2006
#10	-0.53% Oct 15, 2014 - Jan 14, 2015	-11.86% Jun 8, 2021 - Nov 3, 2021
#11	-0.48% Feb 11, 2016 - Apr 5, 2016	-11.37% Apr 5, 2004 - Oct 1, 2004
#12	-0.45% Apr 4, 2025 - Apr 21, 2025	-10.57% Sep 14, 2012 - Dec 20, 2012
#13	-0.45% Feb 2, 2015 - Apr 1, 2015	-10.26% Dec 28, 2004 - Jun 15, 2005
#14	-0.45% Jan 30, 2012 - May 11, 2012	-10.14% Aug 2, 2005 - Jan 6, 2006
#15	-0.42% May 1, 2013 - Sep 25, 2013	-9.85% Jul 26, 2024 - Oct 16, 2024

Correlation

Correlation between SCHO and IWN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

SCHO vs IWN dividend yield comparison.

Year	SCHO	IWN
2026	1.27%	0.24%
2025	4.06%	1.70%
2024	4.29%	1.80%
2023	3.76%	2.04%
2022	1.34%	2.12%
2021	0.42%	1.48%
2020	1.28%	1.60%
2019	2.27%	1.92%
2018	1.60%	1.99%
2017	1.12%	1.78%
2016	0.82%	1.74%
2015	0.68%	2.15%
2014	0.47%	1.88%
2013	0.29%	1.77%
2012	0.29%	2.50%
2011	0.41%	2.03%
2010	0.13%	1.63%
2009	0.00%	1.82%
2008	0.00%	2.46%
2007	0.00%	2.03%
2006	0.00%	1.59%
2005	0.00%	1.76%
2004	0.00%	1.38%
2003	0.00%	1.24%
2002	0.00%	1.89%
2001	0.00%	1.84%
2000	0.00%	0.76%