SCHQ vs PFM
Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and INVESCO DIVIDEND ACHIEVERS ETF (PFM, ETF).
5-Year PerformancePFM has outperformed SCHQ, delivering a return of +10.8% compared to -6.9%
SCHQ vs PFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHQ vs PFM - Historical Returns
Returns include dividend reinvestment.
SCHQ vs PFM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SCHQ | PFM |
|---|---|---|
| 2026 | -2.20% | +12.43% |
| 2025 | +5.23% | +14.36% |
| 2024 | -5.88% | +16.93% |
| 2023 | +1.53% | +11.52% |
| 2022 | -27.71% | -6.07% |
| 2021 | -4.78% | +24.81% |
| 2020 | +16.50% | +9.32% |
| 2019 | -4.02% | +27.28% |
| 2018 | N/A | -4.59% |
| 2017 | N/A | +17.03% |
| 2016 | N/A | +15.96% |
| 2015 | N/A | -3.12% |
| 2014 | N/A | +12.13% |
| 2013 | N/A | +22.82% |
| 2012 | N/A | +9.73% |
| 2011 | N/A | +8.29% |
| 2010 | N/A | +13.16% |
| 2009 | N/A | +7.39% |
| 2008 | N/A | -28.22% |
| 2007 | N/A | -0.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +1.93% |
SCHQ vs PFM 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 PFM was -53.22%, occurring on Mar 9, 2009. Recovery took 1225 trading sessions.
The current SCHQ drawdown is -38.05%. The current PFM drawdown is -0.65%.
| Rank | SCHQ | PFM |
|---|---|---|
| #1 | -46.13% Aug 4, 2020 - Oct 19, 2023 | -53.22% Oct 9, 2007 - Aug 17, 2012 |
| #2 | -14.77% Mar 9, 2020 - Aug 4, 2020 | -32.19% Feb 14, 2020 - Sep 2, 2020 |
| #3 | -4.81% Oct 10, 2019 - Jan 24, 2020 | -17.82% Jan 4, 2022 - Jul 20, 2023 |
| #4 | -2.39% Jan 31, 2020 - Feb 20, 2020 | -15.08% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -1.01% Mar 3, 2020 - Mar 5, 2020 | -14.51% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -0.80% Jan 27, 2020 - Jan 29, 2020 | -13.07% Dec 23, 2014 - Mar 17, 2016 |
| #7 | -0.69% Feb 28, 2020 - Mar 3, 2020 | -10.83% Jan 26, 2018 - Sep 11, 2018 |
| #8 | -0.53% Feb 25, 2020 - Feb 27, 2020 | -9.67% Jul 26, 2023 - Dec 11, 2023 |
| #9 | N/A | -8.41% Jun 4, 2007 - Oct 1, 2007 |
| #10 | N/A | -7.10% Feb 11, 2026 - Apr 30, 2026 |
| #11 | N/A | -6.82% Oct 12, 2020 - Nov 9, 2020 |
| #12 | N/A | -6.63% Dec 31, 2013 - Mar 18, 2014 |
| #13 | N/A | -6.40% Oct 8, 2012 - Jan 4, 2013 |
| #14 | N/A | -6.39% Sep 2, 2020 - Oct 12, 2020 |
| #15 | N/A | -5.97% May 21, 2013 - Jul 18, 2013 |
Correlation
Correlation between SCHQ and PFM is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2005 - 2026)
SCHQ vs PFM dividend yield comparison.
| Year | SCHQ | PFM |
|---|---|---|
| 2026 | 2.94% | 0.67% |
| 2025 | 4.54% | 1.41% |
| 2024 | 4.58% | 1.58% |
| 2023 | 3.79% | 1.86% |
| 2022 | 2.88% | 1.95% |
| 2021 | 1.69% | 1.69% |
| 2020 | 1.51% | 1.92% |
| 2019 | 0.44% | 1.94% |
| 2018 | 0.00% | 2.27% |
| 2017 | 0.00% | 1.70% |
| 2016 | 0.00% | 2.56% |
| 2015 | 0.00% | 2.36% |
| 2014 | 0.00% | 1.93% |
| 2013 | 0.00% | 1.88% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 2.17% |
| 2010 | 0.00% | 1.99% |
| 2009 | 0.00% | 1.55% |
| 2008 | 0.00% | 3.12% |
| 2007 | 0.00% | 1.97% |
| 2006 | 0.00% | 1.84% |
| 2005 | 0.00% | 0.58% |
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