SCHR vs MGV
Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).
5-Year PerformanceMGV has outperformed SCHR, delivering a return of +13.4% compared to +1.8%
SCHR vs MGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCHR vs MGV - Historical Returns
Returns include dividend reinvestment.
SCHR vs MGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SCHR | MGV |
|---|---|---|
| 2026 | -0.23% | +14.56% |
| 2025 | +7.37% | +15.69% |
| 2024 | +4.53% | +16.14% |
| 2023 | +7.21% | +9.44% |
| 2022 | -8.32% | -1.69% |
| 2021 | -1.71% | +27.43% |
| 2020 | +9.25% | +1.87% |
| 2019 | +8.62% | +25.48% |
| 2018 | +3.65% | -4.44% |
| 2017 | +3.19% | +16.00% |
| 2016 | +2.27% | +18.26% |
| 2015 | +2.98% | -0.17% |
| 2014 | +5.80% | +13.94% |
| 2013 | -1.57% | +28.83% |
| 2012 | +3.78% | +13.14% |
| 2011 | +12.09% | +0.18% |
| 2010 | -0.33% | +11.13% |
| 2009 | N/A | +12.92% |
| 2008 | N/A | -34.86% |
| 2007 | N/A | -0.46% |
SCHR vs MGV Drawdown Comparison
The maximum drawdown for SCHR was -13.78%, occurring on Oct 20, 2022. Recovery took 1004 trading sessions.
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The current SCHR drawdown is -1.87%. The current MGV drawdown is -0.50%.
| Rank | SCHR | MGV |
|---|---|---|
| #1 | -13.78% Aug 4, 2020 - Aug 1, 2024 | -55.86% Dec 27, 2007 - Oct 18, 2012 |
| #2 | -5.40% Nov 4, 2010 - Jun 1, 2011 | -35.41% Jan 17, 2020 - Dec 4, 2020 |
| #3 | -4.93% May 1, 2013 - May 28, 2014 | -16.63% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -4.68% Jul 5, 2016 - Aug 23, 2017 | -16.55% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -4.08% Sep 16, 2024 - Apr 1, 2025 | -13.18% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -3.30% Sep 7, 2017 - Dec 3, 2018 | -12.88% May 21, 2015 - Apr 18, 2016 |
| #7 | -2.79% Feb 27, 2026 - May 19, 2026 | -11.02% Jan 26, 2018 - Sep 14, 2018 |
| #8 | -2.45% Feb 2, 2012 - Apr 23, 2012 | -9.07% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -2.44% Feb 2, 2015 - Aug 3, 2015 | -7.73% Oct 18, 2012 - Jan 2, 2013 |
| #10 | -2.37% Sep 22, 2011 - Nov 23, 2011 | -7.68% Sep 19, 2014 - Nov 6, 2014 |
| #11 | -2.26% Sep 4, 2019 - Oct 4, 2019 | -7.06% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -2.21% Mar 9, 2020 - Mar 23, 2020 | -6.71% Jan 11, 2022 - Mar 29, 2022 |
| #13 | -2.07% Apr 4, 2025 - Apr 30, 2025 | -6.55% Jul 29, 2019 - Oct 22, 2019 |
| #14 | -2.01% Oct 14, 2015 - Jan 13, 2016 | -6.41% Feb 11, 2026 - Apr 30, 2026 |
| #15 | -1.92% Apr 30, 2025 - Jun 25, 2025 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between SCHR and MGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
SCHR vs MGV dividend yield comparison.
| Year | SCHR | MGV |
|---|---|---|
| 2026 | 1.64% | 0.49% |
| 2025 | 3.85% | 2.04% |
| 2024 | 6.58% | 2.31% |
| 2023 | 6.31% | 2.48% |
| 2022 | 4.04% | 2.45% |
| 2021 | 1.99% | 2.17% |
| 2020 | 3.23% | 2.47% |
| 2019 | 4.63% | 2.69% |
| 2018 | 4.22% | 2.65% |
| 2017 | 3.30% | 2.34% |
| 2016 | 2.91% | 2.53% |
| 2015 | 3.12% | 2.59% |
| 2014 | 2.87% | 2.26% |
| 2013 | 2.14% | 2.29% |
| 2012 | 2.14% | 2.80% |
| 2011 | 3.06% | 2.75% |
| 2010 | 1.13% | 2.37% |
| 2009 | 0.00% | 3.01% |
| 2008 | 0.00% | 3.39% |
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