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SCHQ vs JQC

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and Nuveen Credit Strategies Income Fund (JQC, ETF).

5-Year PerformanceJQC has outperformed SCHQ, delivering a return of +5.0% compared to -6.9%

SCHQ vs JQC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHQ
$793M
JQC
$789M
Expense Ratio
SCHQ
0.03%
JQC
N/A
Max Drawdown
Winner
SCHQ
50.28%
JQC
81.25%
Sharpe Ratio
Winner
SCHQ
-0.33
JQC
-0.46
5Y Beta
Winner
SCHQ
0.07
JQC
0.37
5Y Dividends CAGR
Winner
SCHQ
11.03%
JQC
-3.75%

SCHQ vs JQC - Historical Returns

Returns include dividend reinvestment.

1M
SCHQ
-0.16%
Winner
JQC
+1.25%
3M
SCHQ
-0.81%
Winner
JQC
+2.71%
6M
SCHQ
-5.35%
Winner
JQC
+2.50%
1Y
Winner
SCHQ
+0.13%
JQC
-2.84%
5Y(CAGR)
SCHQ
-6.89%
Winner
JQC
+4.98%
10Y(CAGR)
SCHQ
N/A
JQC
+5.50%
Max(CAGR)
SCHQ
-3.99%
Winner
JQC
+4.95%

SCHQ vs JQC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearSCHQJQC
2026-2.20%+2.81%
2025+5.23%-0.94%
2024-5.88%+20.69%
2023+1.53%+12.77%
2022-27.71%-14.32%
2021-4.78%+13.85%
2020+16.50%-3.05%
2019-4.02%+21.60%
2018N/A-5.84%
2017N/A-1.39%
2016N/A+21.60%
2015N/A-3.41%
2014N/A-3.21%
2013N/A+8.23%
2012N/A+30.13%
2011N/A-0.19%
2010N/A+23.15%
2009N/A+67.27%
2008N/A-48.74%
2007N/A-14.88%
2006N/A+26.10%
2005N/A-4.38%
2004N/A+2.91%
2003N/A+0.24%

SCHQ vs JQC 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 JQC was -75.13%, occurring on Mar 9, 2009. Recovery took 1030 trading sessions.

The current SCHQ drawdown is -38.05%. The current JQC drawdown is -3.19%.

RankSCHQJQC
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-75.13%
Mar 26, 2007 - Apr 26, 2011
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-47.91%
Feb 19, 2020 - Mar 1, 2021
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-20.01%
Apr 1, 2004 - Nov 3, 2004
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-19.80%
Jan 18, 2022 - Jan 30, 2024
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-18.69%
Apr 30, 2013 - Aug 12, 2016
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-16.85%
Jul 7, 2011 - Feb 1, 2012
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-15.38%
Dec 9, 2024 - Jul 18, 2025
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-13.26%
Feb 11, 2005 - Jul 25, 2006
#9N/A-11.52%
Jul 9, 2003 - Jan 5, 2004
#10N/A-10.94%
Mar 2, 2017 - Feb 22, 2019
#11N/A-10.17%
Aug 26, 2025 - Mar 27, 2026
#12N/A-8.26%
Nov 6, 2012 - Dec 6, 2012
#13N/A-5.77%
Jun 29, 2021 - Oct 22, 2021
#14N/A-5.63%
Jul 11, 2019 - Dec 4, 2019
#15N/A-5.39%
Nov 4, 2004 - Feb 7, 2005

Correlation

Correlation between SCHQ and JQC is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62
-101

Dividend Comparison (2003 - 2026)

SCHQ vs JQC dividend yield comparison.

YearSCHQJQC
20262.94%8.51%
20254.54%12.91%
20244.58%11.39%
20233.79%11.42%
20222.88%9.71%
20211.69%10.03%
20201.51%16.11%
20190.44%16.14%
20180.00%6.53%
20170.00%7.42%
20160.00%6.99%
20150.00%7.51%
20140.00%6.51%
20130.00%7.74%
20120.00%8.32%
20110.00%9.81%
20100.00%7.95%
20090.00%8.39%
20080.00%20.62%
20070.00%10.36%
20060.00%7.77%
20050.00%9.67%
20040.00%8.58%
20030.00%3.34%

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