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SCHQ vs PIZ

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).

5-Year PerformancePIZ has outperformed SCHQ, delivering a return of +9.7% compared to -5.5%

SCHQ vs PIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHQ
$788M
PIZ
$785M
Expense Ratio
Winner
SCHQ
0.03%
PIZ
0.80%
Max Drawdown
Winner
SCHQ
50.28%
PIZ
61.09%
Sharpe Ratio
SCHQ
0.11
Winner
PIZ
0.99
5Y Beta
Winner
SCHQ
0.05
PIZ
0.92
5Y Dividends CAGR
SCHQ
12.76%
Winner
PIZ
48.47%

SCHQ vs PIZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHQ
+1.07%
PIZ
-4.07%
3M
SCHQ
-0.30%
Winner
PIZ
+10.43%
6M
SCHQ
+0.45%
Winner
PIZ
+14.67%
1Y
SCHQ
+3.25%
Winner
PIZ
+24.28%
5Y(CAGR)
SCHQ
-5.52%
Winner
PIZ
+9.72%
10Y(CAGR)
SCHQ
N/A
PIZ
+10.92%
Max(CAGR)
SCHQ
-3.76%
Winner
PIZ
+6.22%

SCHQ vs PIZ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearSCHQPIZ
2026+0.18%+12.39%
2025+5.23%+38.01%
2024-5.88%+18.15%
2023+1.53%+18.01%
2022-27.71%-30.42%
2021-4.78%+19.82%
2020+16.50%+16.95%
2019-4.02%+28.15%
2018N/A-16.56%
2017N/A+30.52%
2016N/A-6.35%
2015N/A-0.12%
2014N/A-6.69%
2013N/A+34.14%
2012N/A+15.32%
2011N/A-19.66%
2010N/A+17.77%
2009N/A+36.14%
2008N/A-43.80%

SCHQ vs PIZ 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 PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.

The current SCHQ drawdown is -36.54%. The current PIZ drawdown is -6.39%.

RankSCHQPIZ
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-60.61%
May 19, 2008 - Sep 17, 2013
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-40.94%
Sep 2, 2021 - Feb 12, 2025
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-36.44%
Feb 12, 2020 - Aug 6, 2020
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-24.78%
Jan 26, 2018 - Dec 27, 2019
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-22.95%
Mar 6, 2014 - Jul 17, 2017
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-14.68%
Feb 18, 2025 - Apr 22, 2025
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-14.36%
Feb 26, 2026 - Apr 14, 2026
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-12.24%
Jan 10, 2008 - Feb 27, 2008
#9N/A-11.04%
May 8, 2026 - Jun 10, 2026
#10N/A-10.75%
Feb 27, 2008 - Apr 3, 2008
#11N/A-9.01%
Feb 16, 2021 - Apr 8, 2021
#12N/A-8.27%
Oct 12, 2020 - Nov 5, 2020
#13N/A-6.93%
Jan 15, 2014 - Feb 18, 2014
#14N/A-5.91%
Nov 3, 2025 - Dec 11, 2025
#15N/A-5.42%
Sep 18, 2013 - Oct 18, 2013

Correlation

Correlation between SCHQ and PIZ is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37
-101

Dividend Comparison (2008 - 2026)

SCHQ vs PIZ dividend yield comparison.

YearSCHQPIZ
20262.09%0.27%
20254.54%1.55%
20244.58%1.68%
20233.79%1.86%
20222.88%2.04%
20211.69%1.01%
20201.51%0.37%
20190.44%1.58%
20180.00%1.06%
20170.00%1.30%
20160.00%2.21%
20150.00%1.09%
20140.00%1.61%
20130.00%2.81%
20120.00%1.96%
20110.00%2.90%
20100.00%0.43%
20090.00%2.10%
20080.00%2.15%

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