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SCHQ vs GGN

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and GAMCO Global Gold Natural Resources & Income Trust (GGN, ETF).

5-Year PerformanceGGN has outperformed SCHQ, delivering a return of +13.1% compared to -5.4%

SCHQ vs GGN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHQ
$897M
GGN
$897M
Expense Ratio
SCHQ
0.03%
GGN
N/A
Max Drawdown
Winner
SCHQ
50.28%
GGN
93.33%
Sharpe Ratio
SCHQ
-0.00
Winner
GGN
0.68
5Y Beta
Winner
SCHQ
0.05
GGN
0.39
5Y Dividends CAGR
Winner
SCHQ
12.76%
GGN
0.52%

SCHQ vs GGN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHQ
-0.13%
GGN
-6.32%
3M
Winner
SCHQ
-2.92%
GGN
-10.87%
6M
Winner
SCHQ
-1.10%
GGN
-1.23%
1Y
SCHQ
+3.34%
Winner
GGN
+19.06%
5Y(CAGR)
SCHQ
-5.36%
Winner
GGN
+13.10%
10Y(CAGR)
SCHQ
N/A
GGN
+8.39%
Max(CAGR)
SCHQ
-3.88%
Winner
GGN
+3.97%

SCHQ vs GGN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSCHQGGN
2026-0.59%-2.38%
2025+5.23%+43.98%
2024-5.88%+9.58%
2023+1.53%+14.66%
2022-27.71%+6.29%
2021-4.78%+14.49%
2020+16.50%-9.04%
2019-4.02%+30.26%
2018N/A-22.19%
2017N/A+11.90%
2016N/A+23.23%
2015N/A-21.71%
2014N/A-14.32%
2013N/A-22.79%
2012N/A-3.38%
2011N/A-19.27%
2010N/A+28.13%
2009N/A+26.65%
2008N/A-51.76%
2007N/A+29.19%
2006N/A+20.24%
2005N/A+15.17%

SCHQ vs GGN 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 GGN was -73.03%, occurring on Nov 20, 2008. Recovery took 4287 trading sessions.

The current SCHQ drawdown is -37.03%. The current GGN drawdown is -14.83%.

RankSCHQGGN
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-73.03%
May 20, 2008 - Jun 4, 2025
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-22.71%
Jul 13, 2007 - Sep 20, 2007
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-16.97%
May 9, 2006 - Oct 26, 2006
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-16.80%
Mar 2, 2026 - Mar 20, 2026
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-15.70%
Feb 28, 2008 - May 20, 2008
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-12.12%
Oct 18, 2007 - Jan 2, 2008
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-10.97%
Jan 10, 2008 - Feb 27, 2008
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-10.91%
Oct 8, 2025 - Dec 11, 2025
#9N/A-10.07%
Apr 11, 2005 - Jul 6, 2005
#10N/A-9.70%
Feb 1, 2006 - May 2, 2006
#11N/A-8.44%
Jan 28, 2026 - Feb 11, 2026
#12N/A-8.43%
Apr 9, 2007 - Jul 5, 2007
#13N/A-8.09%
Feb 22, 2007 - Mar 21, 2007
#14N/A-7.47%
Dec 28, 2006 - Jan 31, 2007
#15N/A-7.19%
Sep 29, 2005 - Nov 25, 2005

Correlation

Correlation between SCHQ and GGN is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66
-101

Dividend Comparison (2005 - 2026)

SCHQ vs GGN dividend yield comparison.

YearSCHQGGN
20262.10%3.06%
20254.54%6.98%
20244.58%9.55%
20233.79%10.37%
20222.88%9.92%
20211.69%9.60%
20201.51%13.68%
20190.44%13.64%
20180.00%16.22%
20170.00%11.52%
20160.00%15.85%
20150.00%17.68%
20140.00%15.43%
20130.00%15.96%
20120.00%12.66%
20110.00%11.91%
20100.00%8.72%
20090.00%10.29%
20080.00%12.82%
20070.00%6.61%
20060.00%7.07%
20050.00%5.32%

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