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SCHR vs ESGV

Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).

5-Year PerformanceESGV has outperformed SCHR, delivering a return of +12.6% compared to +1.8%

SCHR vs ESGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHR
$13B
Winner
ESGV
$13B
Expense Ratio
Winner
SCHR
0.03%
ESGV
0.09%
Max Drawdown
Winner
SCHR
20.13%
ESGV
33.86%
Sharpe Ratio
SCHR
-0.11
Winner
ESGV
1.50
5Y Beta
Winner
SCHR
-0.01
ESGV
1.05
P/E Ratio
SCHR
N/A
ESGV
26.77
Forward P/E
SCHR
N/A
ESGV
20.74
5Y Dividends CAGR
Winner
SCHR
21.13%
ESGV
7.75%
5Y EPS CAGR
SCHR
N/A
ESGV
25.48%
Debt to Equity
SCHR
N/A
ESGV
24.11%

SCHR vs ESGV - Historical Returns

Returns include dividend reinvestment.

1M
SCHR
+0.70%
Winner
ESGV
+2.30%
3M
SCHR
-0.39%
Winner
ESGV
+16.21%
6M
SCHR
-0.39%
Winner
ESGV
+11.16%
1Y
SCHR
+3.21%
Winner
ESGV
+26.84%
5Y(CAGR)
SCHR
+1.81%
Winner
ESGV
+12.62%
10Y(CAGR)
SCHR
+2.95%
ESGV
N/A
Max(CAGR)
SCHR
+3.56%
Winner
ESGV
+14.61%

SCHR vs ESGV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSCHRESGV
2026-0.23%+9.89%
2025+7.37%+16.78%
2024+4.53%+25.78%
2023+7.21%+31.30%
2022-8.32%-24.39%
2021-1.71%+28.15%
2020+9.25%+24.59%
2019+8.62%+33.24%
2018+3.65%-14.58%
2017+3.19%N/A
2016+2.27%N/A
2015+2.98%N/A
2014+5.80%N/A
2013-1.57%N/A
2012+3.78%N/A
2011+12.09%N/A
2010-0.33%N/A

SCHR vs ESGV Drawdown Comparison

The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.

The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current SCHR drawdown is -1.87%. The current ESGV drawdown is -1.59%.

RankSCHRESGV
#1-13.78%
Aug 4, 2020 - Aug 1, 2024
-33.67%
Feb 19, 2020 - Jul 22, 2020
#2-5.40%
Nov 4, 2010 - Jun 1, 2011
-28.81%
Dec 27, 2021 - Jan 19, 2024
#3-4.93%
May 1, 2013 - May 28, 2014
-20.41%
Feb 19, 2025 - Jun 27, 2025
#4-4.68%
Jul 5, 2016 - Aug 23, 2017
-19.89%
Sep 20, 2018 - Apr 8, 2019
#5-4.08%
Sep 16, 2024 - Apr 1, 2025
-11.60%
Jan 12, 2026 - Apr 17, 2026
#6-3.30%
Sep 7, 2017 - Dec 3, 2018
-9.63%
Sep 2, 2020 - Nov 11, 2020
#7-2.79%
Feb 27, 2026 - May 19, 2026
-9.31%
Jul 16, 2024 - Sep 19, 2024
#8-2.45%
Feb 2, 2012 - Apr 23, 2012
-7.03%
May 3, 2019 - Jun 20, 2019
#9-2.44%
Feb 2, 2015 - Aug 3, 2015
-6.38%
Mar 28, 2024 - May 15, 2024
#10-2.37%
Sep 22, 2011 - Nov 23, 2011
-6.26%
Jul 26, 2019 - Oct 25, 2019
#11-2.26%
Sep 4, 2019 - Oct 4, 2019
-5.94%
Oct 28, 2025 - Dec 23, 2025
#12-2.21%
Mar 9, 2020 - Mar 23, 2020
-5.83%
Sep 3, 2021 - Oct 21, 2021
#13-2.07%
Apr 4, 2025 - Apr 30, 2025
-5.79%
Feb 12, 2021 - Apr 1, 2021
#14-2.01%
Oct 14, 2015 - Jan 13, 2016
-5.11%
Jun 2, 2026 - Jun 10, 2026
#15-1.92%
Apr 30, 2025 - Jun 25, 2025
-4.82%
Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between SCHR and ESGV is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2010 - 2026)

SCHR vs ESGV dividend yield comparison.

YearSCHRESGV
20261.64%0.43%
20253.85%0.91%
20246.58%1.04%
20236.31%1.16%
20224.04%1.42%
20211.99%0.95%
20203.23%1.11%
20194.63%1.27%
20184.22%0.28%
20173.30%0.00%
20162.91%0.00%
20153.12%0.00%
20142.87%0.00%
20132.14%0.00%
20122.14%0.00%
20113.06%0.00%
20101.13%0.00%

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