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SCHQ vs VSDM

Comparison between SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF) and VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF).

SCHQ vs VSDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHQ
$759M
Winner
VSDM
$760M
Expense Ratio
Winner
SCHQ
0.03%
VSDM
0.12%
Max Drawdown
SCHQ
50.28%
Winner
VSDM
1.94%
Sharpe Ratio
SCHQ
-0.05
Winner
VSDM
0.00
5Y Beta
SCHQ
0.05
Winner
VSDM
0.01
5Y Dividends CAGR
SCHQ
12.84%
VSDM
N/A

SCHQ vs VSDM - Historical Returns

Returns include dividend reinvestment.

1M
SCHQ
-2.13%
Winner
VSDM
-0.14%
3M
SCHQ
-2.01%
Winner
VSDM
+0.27%
6M
SCHQ
-1.76%
Winner
VSDM
+0.70%
1Y
SCHQ
+2.20%
Winner
VSDM
+3.77%
5Y(CAGR)
SCHQ
-6.59%
VSDM
N/A
Max(CAGR)
SCHQ
-3.96%
Winner
VSDM
+3.88%

SCHQ vs VSDM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearSCHQVSDM
2026-1.61%+1.23%
2025+5.23%+5.39%
2024-5.88%-0.15%
2023+1.53%N/A
2022-27.71%N/A
2021-4.78%N/A
2020+16.50%N/A
2019-4.02%N/A

SCHQ vs VSDM 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 VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The current SCHQ drawdown is -37.67%. The current VSDM drawdown is -0.37%.

RankSCHQVSDM
#1-46.13%
Aug 4, 2020 - Oct 19, 2023
-1.81%
Apr 4, 2025 - Jun 12, 2025
#2-14.77%
Mar 9, 2020 - Aug 4, 2020
-1.46%
Feb 27, 2026 - Jul 2, 2026
#3-4.81%
Oct 10, 2019 - Jan 24, 2020
-0.95%
Dec 6, 2024 - Feb 3, 2025
#4-2.39%
Jan 31, 2020 - Feb 20, 2020
-0.54%
Feb 25, 2025 - Apr 3, 2025
#5-1.01%
Mar 3, 2020 - Mar 5, 2020
-0.47%
Sep 16, 2025 - Oct 16, 2025
#6-0.80%
Jan 27, 2020 - Jan 29, 2020
-0.37%
Jul 6, 2026 - Jul 21, 2026
#7-0.69%
Feb 28, 2020 - Mar 3, 2020
-0.28%
Feb 6, 2025 - Feb 20, 2025
#8-0.53%
Feb 25, 2020 - Feb 27, 2020
-0.20%
Oct 17, 2025 - Nov 11, 2025
#9N/A-0.13%
Dec 19, 2025 - Dec 31, 2025
#10N/A-0.11%
Aug 13, 2025 - Aug 22, 2025
#11N/A-0.09%
Feb 18, 2026 - Feb 23, 2026
#12N/A-0.07%
Jul 29, 2025 - Aug 1, 2025
#13N/A-0.07%
Jun 17, 2025 - Jun 23, 2025
#14N/A-0.07%
Jul 11, 2025 - Jul 21, 2025
#15N/A-0.07%
Nov 11, 2025 - Nov 25, 2025

Correlation

Correlation between SCHQ and VSDM is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (2019 - 2026)

SCHQ vs VSDM dividend yield comparison.

YearSCHQVSDM
20262.49%1.55%
20254.54%3.06%
20244.58%0.35%
20233.79%0.00%
20222.88%0.00%
20211.69%0.00%
20201.51%0.00%
20190.44%0.00%

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