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SCHO vs SHV

Comparison between SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF) and ISHARES SHORT TREASURY BOND ETF (SHV, ETF).

5-Year PerformanceSHV has outperformed SCHO, delivering a return of +3.3% compared to +1.8%

SCHO vs SHV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHO
$13B
Winner
SHV
$21B
Expense Ratio
Winner
SCHO
0.03%
SHV
0.15%
Max Drawdown
SCHO
7.87%
Winner
SHV
1.20%
Sharpe Ratio
SCHO
-0.15
Winner
SHV
0.58
5Y Beta
Winner
SCHO
-0.01
SHV
-0.00
5Y Dividends CAGR
SCHO
34.39%
Winner
SHV
74.76%

SCHO vs SHV - Historical Returns

Returns include dividend reinvestment.

1M
SCHO
+0.18%
Winner
SHV
+0.31%
3M
SCHO
+0.35%
Winner
SHV
+0.90%
6M
SCHO
+0.82%
Winner
SHV
+1.73%
1Y
SCHO
+3.35%
Winner
SHV
+3.90%
5Y(CAGR)
SCHO
+1.82%
Winner
SHV
+3.34%
10Y(CAGR)
SCHO
+1.71%
Winner
SHV
+2.23%
Max(CAGR)
SCHO
+1.34%
Winner
SHV
+1.58%

SCHO vs SHV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSCHOSHV
2026+0.58%+1.52%
2025+5.14%+4.19%
2024+3.78%+5.13%
2023+4.20%+5.02%
2022-3.76%+0.95%
2021-0.66%-0.09%
2020+3.11%+0.79%
2019+3.49%+2.35%
2018+1.36%+1.73%
2017+0.35%+0.64%
2016+0.68%+0.41%
2015+0.43%+0.02%
2014+0.61%+0.02%
2013+0.35%+0.01%
2012+0.31%+0.05%
2011+1.43%+0.07%
2010+0.15%+0.12%
2009N/A+0.32%
2008N/A+2.73%
2007N/A+4.99%

SCHO vs SHV Drawdown Comparison

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

The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.

The current SCHO drawdown is -0.14%.

RankSCHOSHV
#1-5.69%
Aug 3, 2021 - May 15, 2024
-0.45%
Apr 7, 2020 - Oct 7, 2022
#2-1.07%
Sep 7, 2017 - Nov 19, 2018
-0.36%
Oct 10, 2008 - Oct 15, 2008
#3-0.98%
Sep 24, 2024 - Jan 24, 2025
-0.29%
Oct 15, 2008 - Nov 6, 2008
#4-0.94%
Jul 5, 2016 - Aug 1, 2017
-0.25%
Sep 17, 2008 - Oct 2, 2008
#5-0.86%
Feb 27, 2026 - Mar 26, 2026
-0.23%
Dec 29, 2008 - Apr 15, 2009
#6-0.78%
Nov 1, 2010 - Apr 29, 2011
-0.19%
Aug 22, 2007 - Sep 5, 2007
#7-0.70%
Oct 14, 2015 - Feb 2, 2016
-0.17%
Mar 20, 2008 - May 1, 2008
#8-0.69%
Sep 4, 2019 - Oct 3, 2019
-0.14%
Oct 2, 2008 - Oct 10, 2008
#9-0.64%
Apr 30, 2025 - Jun 20, 2025
-0.13%
Jun 1, 2009 - Jul 8, 2009
#10-0.53%
Oct 15, 2014 - Jan 14, 2015
-0.12%
Oct 2, 2015 - Jan 19, 2016
#11-0.48%
Feb 11, 2016 - Apr 5, 2016
-0.11%
Feb 24, 2017 - Apr 13, 2017
#12-0.45%
Apr 4, 2025 - Apr 21, 2025
-0.10%
Apr 29, 2009 - May 28, 2009
#13-0.45%
Feb 2, 2015 - Apr 1, 2015
-0.09%
Dec 12, 2008 - Dec 29, 2008
#14-0.45%
Jan 30, 2012 - May 11, 2012
-0.08%
Dec 11, 2007 - Dec 19, 2007
#15-0.42%
May 1, 2013 - Sep 25, 2013
-0.08%
Nov 4, 2016 - Dec 19, 2016

Correlation

Correlation between SCHO and SHV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

SCHO vs SHV dividend yield comparison.

YearSCHOSHV
20261.58%1.48%
20254.06%4.09%
20244.29%5.02%
20233.76%4.73%
20221.34%1.39%
20210.42%0.00%
20201.28%0.74%
20192.27%2.19%
20181.60%1.66%
20171.12%0.72%
20160.82%0.34%
20150.68%0.03%
20140.47%0.00%
20130.29%0.00%
20120.29%0.01%
20110.41%0.07%
20100.13%0.08%
20090.00%0.34%
20080.00%2.08%
20070.00%4.04%

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