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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 +11.8% compared to -0.1%

SCHR vs ESGV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHR
$13B
ESGV
$13B
Expense Ratio
Winner
SCHR
0.03%
ESGV
0.09%
Max Drawdown
Winner
SCHR
20.13%
ESGV
33.86%
Sharpe Ratio
SCHR
-0.70
Winner
ESGV
1.27
5Y Beta
Winner
SCHR
-0.00
ESGV
1.05
P/E Ratio
SCHR
N/A
ESGV
28.21
Forward P/E
SCHR
N/A
ESGV
20.69
5Y Dividends CAGR
Winner
SCHR
23.30%
ESGV
7.75%
5Y EPS CAGR
SCHR
N/A
ESGV
27.53%
Debt to Equity
SCHR
N/A
ESGV
46.23%
P/S Ratio
SCHR
N/A
ESGV
3.81
P/B Ratio
SCHR
N/A
ESGV
5.86

SCHR vs ESGV - Historical Returns

Returns include dividend reinvestment.

1M
SCHR
-0.45%
Winner
ESGV
+2.19%
3M
SCHR
-0.65%
Winner
ESGV
+5.42%
6M
SCHR
-0.71%
Winner
ESGV
+13.27%
1Y
SCHR
+1.46%
Winner
ESGV
+22.47%
5Y(CAGR)
SCHR
-0.11%
Winner
ESGV
+11.77%
10Y(CAGR)
SCHR
+1.13%
ESGV
N/A
Max(CAGR)
SCHR
+1.89%
Winner
ESGV
+14.74%

SCHR vs ESGV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSCHRESGV
2026-0.44%+12.90%
2025+7.37%+16.78%
2024+1.68%+25.78%
2023+3.85%+31.30%
2022-10.09%-24.39%
2021-2.67%+28.15%
2020+7.50%+24.59%
2019+6.13%+33.24%
2018+1.46%-14.58%
2017+1.52%N/A
2016+0.84%N/A
2015+1.40%N/A
2014+4.28%N/A
2013-2.60%N/A
2012+2.67%N/A
2011+10.32%N/A
2010-0.88%N/A

SCHR vs ESGV Drawdown Comparison

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current SCHR drawdown is -2.42%. The current ESGV drawdown is -0.30%.

RankSCHRESGV
#1-16.11%
Aug 4, 2020 - Oct 20, 2022
-33.67%
Feb 19, 2020 - Jul 22, 2020
#2-5.79%
Nov 4, 2010 - Jun 24, 2011
-28.81%
Dec 27, 2021 - Jan 19, 2024
#3-5.38%
Jul 5, 2016 - Mar 22, 2019
-20.41%
Feb 19, 2025 - Jun 27, 2025
#4-5.23%
May 1, 2013 - Oct 13, 2014
-19.89%
Sep 20, 2018 - Apr 8, 2019
#5-2.68%
Feb 2, 2015 - Aug 24, 2015
-11.60%
Jan 12, 2026 - Apr 17, 2026
#6-2.56%
Jan 31, 2012 - May 4, 2012
-9.63%
Sep 2, 2020 - Nov 11, 2020
#7-2.48%
Sep 22, 2011 - Dec 16, 2011
-9.31%
Jul 16, 2024 - Sep 19, 2024
#8-2.26%
Sep 4, 2019 - Jan 27, 2020
-7.03%
May 3, 2019 - Jun 20, 2019
#9-2.21%
Mar 9, 2020 - Mar 23, 2020
-6.38%
Mar 28, 2024 - May 15, 2024
#10-2.14%
Oct 14, 2015 - Jan 20, 2016
-6.26%
Jul 26, 2019 - Oct 25, 2019
#11-1.89%
Jun 24, 2011 - Jul 13, 2011
-5.94%
Oct 28, 2025 - Dec 23, 2025
#12-1.73%
Feb 11, 2016 - Apr 7, 2016
-5.83%
Sep 3, 2021 - Oct 21, 2021
#13-1.56%
Jul 24, 2012 - Dec 5, 2012
-5.79%
Feb 12, 2021 - Apr 1, 2021
#14-1.44%
Dec 6, 2012 - Apr 4, 2013
-5.11%
Jun 2, 2026 - Aug 4, 2026
#15-1.43%
Aug 31, 2010 - Sep 22, 2010
-4.82%
Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between SCHR and ESGV is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

Dividend Comparison (2010 - 2026)

SCHR vs ESGV dividend yield comparison.

YearSCHRESGV
20262.34%0.42%
20253.85%0.91%
20243.77%1.04%
20233.16%1.16%
20222.02%1.42%
20211.00%0.95%
20201.62%1.11%
20192.31%1.27%
20182.11%0.28%
20171.65%0.00%
20161.46%0.00%
20151.56%0.00%
20141.44%0.00%
20131.07%0.00%
20121.07%0.00%
20111.53%0.00%
20100.57%0.00%

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