SCHR vs IGV
Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).
5-Year PerformanceIGV has outperformed SCHR, delivering a return of +2.9% compared to -0.2%
SCHR vs IGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHR vs IGV - Historical Returns
Returns include dividend reinvestment.
SCHR vs IGV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCHR | IGV |
|---|---|---|
| 2026 | -0.60% | -10.51% |
| 2025 | +7.37% | +5.79% |
| 2024 | +1.68% | +26.94% |
| 2023 | +3.85% | +58.23% |
| 2022 | -10.09% | -34.91% |
| 2021 | -2.67% | +14.54% |
| 2020 | +7.50% | +50.16% |
| 2019 | +6.13% | +35.03% |
| 2018 | +1.46% | +11.20% |
| 2017 | +1.52% | +40.67% |
| 2016 | +0.84% | +8.07% |
| 2015 | +1.40% | +12.72% |
| 2014 | +4.28% | +14.13% |
| 2013 | -2.60% | +26.84% |
| 2012 | +2.67% | +15.96% |
| 2011 | +10.32% | -8.47% |
| 2010 | -0.88% | +22.65% |
| 2009 | N/A | +41.64% |
| 2008 | N/A | -37.28% |
| 2007 | N/A | +15.64% |
| 2006 | N/A | +9.59% |
| 2005 | N/A | -4.50% |
| 2004 | N/A | +12.93% |
| 2003 | N/A | +43.77% |
| 2002 | N/A | -43.69% |
| 2001 | N/A | -13.15% |
SCHR vs IGV 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 IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The current SCHR drawdown is -2.58%. The current IGV drawdown is -22.03%.
| Rank | SCHR | IGV |
|---|---|---|
| #1 | -16.11% Aug 4, 2020 - Oct 20, 2022 | -63.45% Jul 13, 2001 - Oct 8, 2007 |
| #2 | -5.79% Nov 4, 2010 - Jun 24, 2011 | -49.81% Oct 31, 2007 - Oct 26, 2010 |
| #3 | -5.38% Jul 5, 2016 - Mar 22, 2019 | -45.85% Nov 9, 2021 - Sep 24, 2024 |
| #4 | -5.23% May 1, 2013 - Oct 13, 2014 | -36.61% Sep 22, 2025 - Apr 10, 2026 |
| #5 | -2.68% Feb 2, 2015 - Aug 24, 2015 | -30.30% Feb 19, 2020 - May 29, 2020 |
| #6 | -2.56% Jan 31, 2012 - May 4, 2012 | -27.17% Dec 6, 2024 - Jul 3, 2025 |
| #7 | -2.48% Sep 22, 2011 - Dec 16, 2011 | -26.30% Jul 7, 2011 - Mar 13, 2012 |
| #8 | -2.26% Sep 4, 2019 - Jan 27, 2020 | -22.44% Sep 14, 2018 - Feb 22, 2019 |
| #9 | -2.21% Mar 9, 2020 - Mar 23, 2020 | -21.51% Dec 1, 2015 - May 27, 2016 |
| #10 | -2.14% Oct 14, 2015 - Jan 20, 2016 | -15.31% Feb 12, 2021 - Jun 24, 2021 |
| #11 | -1.89% Jun 24, 2011 - Jul 13, 2011 | -13.64% Apr 2, 2012 - Jan 25, 2013 |
| #12 | -1.73% Feb 11, 2016 - Apr 7, 2016 | -13.00% Aug 17, 2015 - Oct 28, 2015 |
| #13 | -1.56% Jul 24, 2012 - Dec 5, 2012 | -11.55% Mar 5, 2014 - Aug 11, 2014 |
| #14 | -1.44% Dec 6, 2012 - Apr 4, 2013 | -11.41% Sep 2, 2020 - Nov 27, 2020 |
| #15 | -1.43% Aug 31, 2010 - Sep 22, 2010 | -10.78% Jul 26, 2019 - Nov 25, 2019 |
Correlation
Correlation between SCHR and IGV is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
SCHR vs IGV dividend yield comparison.
| Year | SCHR | IGV |
|---|---|---|
| 2026 | 1.98% | 0.02% |
| 2025 | 3.85% | 0.00% |
| 2024 | 3.77% | 0.00% |
| 2023 | 3.16% | 0.01% |
| 2022 | 2.02% | 0.01% |
| 2021 | 1.00% | 0.00% |
| 2020 | 1.62% | 0.35% |
| 2019 | 2.31% | 0.02% |
| 2018 | 2.11% | 0.16% |
| 2017 | 1.65% | 0.09% |
| 2016 | 1.46% | 0.82% |
| 2015 | 1.56% | 0.22% |
| 2014 | 1.44% | 0.29% |
| 2013 | 1.07% | 0.33% |
| 2012 | 1.07% | 0.27% |
| 2011 | 1.53% | 0.04% |
| 2010 | 0.57% | 0.00% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.48% |
| 2003 | 0.00% | 0.65% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks