SCHQ vs CLOZ
Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and ELDRIDGE BBB-B CLO ETF (CLOZ, ETF).
SCHQ vs CLOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHQ
$793M
Winner
CLOZ
$794M
Expense Ratio
Winner
SCHQ
0.03%
CLOZ
0.50%
Max Drawdown
SCHQ
50.28%
Winner
CLOZ
6.72%
Sharpe Ratio
SCHQ
-0.33
Winner
CLOZ
0.30
5Y Beta
Winner
SCHQ
0.07
CLOZ
0.15
5Y Dividends CAGR
SCHQ
11.03%
CLOZ
N/A
SCHQ vs CLOZ - Historical Returns
Returns include dividend reinvestment.
1M
SCHQ
-0.16%
Winner
CLOZ
-0.12%
3M
SCHQ
-0.81%
Winner
CLOZ
+0.63%
6M
SCHQ
-5.35%
Winner
CLOZ
+3.15%
1Y
SCHQ
+0.13%
Winner
CLOZ
+4.87%
5Y(CAGR)
SCHQ
-6.89%
CLOZ
N/A
Max(CAGR)
SCHQ
-3.99%
Winner
CLOZ
+9.94%
SCHQ vs CLOZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SCHQ | CLOZ |
|---|---|---|
| 2026 | -2.20% | +3.01% |
| 2025 | +5.23% | +5.89% |
| 2024 | -5.88% | +11.34% |
| 2023 | +1.53% | +14.91% |
| 2022 | -27.71% | N/A |
| 2021 | -4.78% | N/A |
| 2020 | +16.50% | N/A |
| 2019 | -4.02% | N/A |
SCHQ vs CLOZ Drawdown Comparison
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current SCHQ drawdown is -38.05%. The current CLOZ drawdown is -0.49%.
| Rank | SCHQ | CLOZ |
|---|---|---|
| #1 | -46.13% Aug 4, 2020 - Oct 19, 2023 | -5.32% Feb 19, 2025 - May 14, 2025 |
| #2 | -14.77% Mar 9, 2020 - Aug 4, 2020 | -3.90% Feb 3, 2026 - Apr 28, 2026 |
| #3 | -4.81% Oct 10, 2019 - Jan 24, 2020 | -2.69% Feb 23, 2023 - Apr 10, 2023 |
| #4 | -2.39% Jan 31, 2020 - Feb 20, 2020 | -1.38% Jul 29, 2024 - Aug 22, 2024 |
| #5 | -1.01% Mar 3, 2020 - Mar 5, 2020 | -1.12% Oct 8, 2025 - Nov 26, 2025 |
| #6 | -0.80% Jan 27, 2020 - Jan 29, 2020 | -0.63% Jun 1, 2026 - Jun 26, 2026 |
| #7 | -0.69% Feb 28, 2020 - Mar 3, 2020 | -0.59% May 1, 2023 - May 26, 2023 |
| #8 | -0.53% Feb 25, 2020 - Feb 27, 2020 | -0.56% Dec 20, 2023 - Jan 2, 2024 |
| #9 | N/A | -0.49% Aug 14, 2026 - Aug 24, 2026 |
| #10 | N/A | -0.43% May 29, 2025 - Jun 18, 2025 |
| #11 | N/A | -0.41% Jan 2, 2024 - Jan 10, 2024 |
| #12 | N/A | -0.41% Jun 23, 2025 - Jul 3, 2025 |
| #13 | N/A | -0.41% Sep 26, 2023 - Oct 17, 2023 |
| #14 | N/A | -0.38% Sep 23, 2024 - Oct 16, 2024 |
| #15 | N/A | -0.37% Sep 17, 2025 - Oct 3, 2025 |
Correlation
Correlation between SCHQ and CLOZ is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.06
-101
Dividend Comparison (2019 - 2026)
SCHQ vs CLOZ dividend yield comparison.
| Year | SCHQ | CLOZ |
|---|---|---|
| 2026 | 2.94% | 4.02% |
| 2025 | 4.54% | 7.63% |
| 2024 | 4.58% | 9.09% |
| 2023 | 3.79% | 8.81% |
| 2022 | 2.88% | 0.00% |
| 2021 | 1.69% | 0.00% |
| 2020 | 1.51% | 0.00% |
| 2019 | 0.44% | 0.00% |
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