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SCHQ vs RA

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and Brookfield Real Assets Income Fund Inc (RA, ETF).

5-Year PerformanceRA has outperformed SCHQ, delivering a return of +0.3% compared to -5.5%

SCHQ vs RA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHQ
$788M
RA
$785M
Expense Ratio
SCHQ
0.03%
RA
N/A
Max Drawdown
Winner
SCHQ
50.28%
RA
54.93%
Sharpe Ratio
SCHQ
0.11
Winner
RA
0.62
5Y Beta
Winner
SCHQ
0.05
RA
0.30
5Y Dividends CAGR
Winner
SCHQ
12.76%
RA
-8.47%

SCHQ vs RA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHQ
+1.07%
RA
-0.25%
3M
SCHQ
-0.30%
Winner
RA
+1.42%
6M
SCHQ
+0.45%
Winner
RA
+3.26%
1Y
SCHQ
+3.25%
Winner
RA
+8.93%
5Y(CAGR)
SCHQ
-5.52%
Winner
RA
+0.27%
10Y(CAGR)
SCHQ
N/A
RA
+5.78%
Max(CAGR)
SCHQ
-3.76%
Winner
RA
+5.78%

SCHQ vs RA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearSCHQRA
2026+0.18%+2.78%
2025+5.23%+7.65%
2024-5.88%+15.33%
2023+1.53%-11.07%
2022-27.71%-13.86%
2021-4.78%+33.09%
2020+16.50%-4.66%
2019-4.02%+22.50%
2018N/A-9.24%
2017N/A+15.68%
2016N/A+0.82%

SCHQ vs RA 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 RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

The current SCHQ drawdown is -36.54%. The current RA drawdown is -3.89%.

RankSCHQRA
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-50.66%
Feb 19, 2020 - Feb 22, 2021
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-30.82%
May 4, 2022 - Feb 12, 2026
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-19.43%
Sep 14, 2018 - Apr 3, 2019
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-7.92%
Jan 26, 2018 - Jun 7, 2018
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-7.62%
Nov 4, 2021 - May 4, 2022
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-6.72%
Feb 18, 2026 - Mar 30, 2026
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-6.18%
May 7, 2021 - Jun 7, 2021
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-5.81%
Aug 6, 2021 - Nov 1, 2021
#9N/A-5.78%
Mar 15, 2021 - Apr 6, 2021
#10N/A-5.63%
Oct 28, 2019 - Feb 5, 2020
#11N/A-3.69%
Jun 14, 2021 - Jul 12, 2021
#12N/A-3.68%
May 1, 2019 - Jun 14, 2019
#13N/A-3.41%
Oct 16, 2017 - Jan 5, 2018
#14N/A-2.89%
Apr 19, 2021 - May 7, 2021
#15N/A-2.73%
Jul 12, 2021 - Aug 3, 2021

Correlation

Correlation between SCHQ and RA is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39
-101

Dividend Comparison (2016 - 2026)

SCHQ vs RA dividend yield comparison.

YearSCHQRA
20262.09%5.62%
20254.54%10.93%
20244.58%10.63%
20233.79%16.74%
20222.88%14.79%
20211.69%11.31%
20201.51%13.39%
20190.44%11.19%
20180.00%12.52%
20170.00%10.22%
20160.00%0.89%

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