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SCHQ vs PEO

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and Adams Natural Resources Fund Inc (PEO, ETF).

5-Year PerformancePEO has outperformed SCHQ, delivering a return of +21.9% compared to -6.8%

SCHQ vs PEO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHQ
$759M
Winner
PEO
$762M
Expense Ratio
SCHQ
0.03%
PEO
N/A
Max Drawdown
Winner
SCHQ
50.28%
PEO
86.24%
Sharpe Ratio
SCHQ
-0.18
Winner
PEO
1.69
5Y Beta
Winner
SCHQ
0.04
PEO
0.51
5Y Dividends CAGR
SCHQ
12.84%
Winner
PEO
28.22%

SCHQ vs PEO - Historical Returns

Returns include dividend reinvestment.

1M
SCHQ
-2.93%
Winner
PEO
+10.86%
3M
SCHQ
-2.68%
Winner
PEO
+5.00%
6M
SCHQ
-2.96%
Winner
PEO
+16.51%
1Y
SCHQ
+1.53%
Winner
PEO
+35.35%
5Y(CAGR)
SCHQ
-6.77%
Winner
PEO
+21.94%
10Y(CAGR)
SCHQ
N/A
PEO
+10.65%
Max(CAGR)
SCHQ
-4.04%
Winner
PEO
+8.04%

SCHQ vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCHQPEO
2026-2.22%+29.62%
2025+5.23%+8.90%
2024-5.88%+11.91%
2023+1.53%+3.91%
2022-27.71%+39.27%
2021-4.78%+53.52%
2020+16.50%-27.08%
2019-4.02%+18.97%
2018N/A-24.05%
2017N/A+3.47%
2016N/A+21.94%
2015N/A-20.12%
2014N/A-5.87%
2013N/A+19.97%
2012N/A+1.70%
2011N/A-2.82%
2010N/A+16.74%
2009N/A+22.89%
2008N/A-42.98%
2007N/A+32.34%
2006N/A+12.95%
2005N/A+34.04%
2004N/A+15.02%
2003N/A+29.79%
2002N/A-12.73%
2001N/A-9.45%
2000N/A+35.62%
1999N/A-2.66%

SCHQ vs PEO 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 PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The current SCHQ drawdown is -38.06%. The current PEO drawdown is -1.29%.

RankSCHQPEO
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-71.90%
Jul 24, 2014 - Feb 2, 2022
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-59.45%
May 20, 2008 - Apr 3, 2014
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-40.24%
May 22, 2001 - Oct 6, 2004
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-24.30%
Jun 8, 2022 - Jan 26, 2023
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-18.84%
Nov 22, 2024 - Dec 1, 2025
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-16.37%
Jan 26, 2023 - Aug 9, 2023
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-15.32%
May 10, 2006 - Aug 9, 2006
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-15.27%
Dec 26, 2007 - Apr 15, 2008
#9N/A-15.23%
Sep 19, 2005 - Dec 12, 2005
#10N/A-14.93%
Nov 17, 1999 - Mar 31, 2000
#11N/A-13.35%
Jul 19, 2007 - Sep 21, 2007
#12N/A-12.60%
Aug 9, 2006 - Nov 9, 2006
#13N/A-12.23%
Mar 4, 2005 - Jun 20, 2005
#14N/A-11.94%
Mar 30, 2026 - Jun 18, 2026
#15N/A-11.80%
Sep 5, 2023 - Mar 13, 2024

Correlation

Correlation between SCHQ and PEO is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86
-101

Dividend Comparison (2000 - 2026)

SCHQ vs PEO dividend yield comparison.

YearSCHQPEO
20262.51%3.68%
20254.54%9.43%
20244.58%8.14%
20233.79%6.54%
20222.88%7.48%
20211.69%5.51%
20201.51%6.42%
20190.44%6.68%
20180.00%5.63%
20170.00%5.95%
20160.00%5.65%
20150.00%7.78%
20140.00%7.84%
20130.00%6.76%
20120.00%6.69%
20110.00%8.21%
20100.00%4.70%
20090.00%5.90%
20080.00%15.20%
20070.00%11.07%
20060.00%11.06%
20050.00%5.50%
20040.00%5.12%
20030.00%5.01%
20020.00%5.79%
20010.00%6.18%
20000.00%5.43%

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