SCHR vs PFF

Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

5-Year PerformancePFF has outperformed SCHR, delivering a return of +1.8% compared to +0.2%

SCHR vs PFF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHR(ETF)	PFF(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.45%
Max Drawdown	20.13%	70.19%
Sharpe Ratio	-0.00	1.07
5Y Beta	-0.01	0.32
5Y Dividends CAGR	21.51%	1.29%

Net Assets

SCHR

$13B

Winner

PFF

$13B

Expense Ratio

Winner

SCHR

0.03%

PFF

0.45%

Max Drawdown

Winner

SCHR

20.13%

PFF

70.19%

Sharpe Ratio

SCHR

-0.00

Winner

PFF

1.07

5Y Beta

Winner

SCHR

-0.01

PFF

0.32

5Y Dividends CAGR

Winner

SCHR

21.51%

PFF

1.29%

SCHR vs PFF - Historical Returns

Returns include dividend reinvestment.

Period	SCHR	PFF
1 month	-0.04%	+3.65%
3 months	-0.18%	+1.69%
6 months	+0.50%	+4.73%
1 year	+4.19%	+11.36%
5 years(CAGR)	+0.19%	+1.84%
10 years(CAGR)	+1.29%	+3.62%
Max(CAGR)	+1.96%	+3.95%

SCHR

-0.04%

Winner

PFF

+3.65%

SCHR

-0.18%

Winner

PFF

+1.69%

SCHR

+0.50%

Winner

PFF

+4.73%

SCHR

+4.19%

Winner

PFF

+11.36%

5Y(CAGR)

SCHR

+0.19%

Winner

PFF

+1.84%

10Y(CAGR)

SCHR

+1.29%

Winner

PFF

+3.62%

Max(CAGR)

SCHR

+1.96%

Winner

PFF

+3.95%

SCHR vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCHR	PFF
2026	+0.17%	+3.05%
2025	+7.37%	+3.62%
2024	+1.68%	+7.38%
2023	+3.85%	+8.66%
2022	-10.09%	-17.58%
2021	-2.67%	+8.17%
2020	+7.50%	+7.28%
2019	+6.13%	+14.86%
2018	+1.46%	-4.10%
2017	+1.52%	+7.26%
2016	+0.84%	+0.84%
2015	+1.40%	+3.82%
2014	+4.28%	+13.42%
2013	-2.60%	-1.29%
2012	+2.67%	+17.15%
2011	+10.32%	-2.15%
2010	-0.88%	+13.19%
2009	N/A	+33.55%
2008	N/A	-26.08%
2007	N/A	-12.60%

SCHR vs PFF 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 PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The current SCHR drawdown is -1.82%.

Rank	SCHR	PFF
#1	-16.11% Aug 4, 2020 - Oct 20, 2022	-65.49% May 14, 2007 - Jul 26, 2010
#2	-5.79% Nov 4, 2010 - Jun 24, 2011	-34.11% Feb 11, 2020 - Oct 7, 2020
#3	-5.38% Jul 5, 2016 - Mar 22, 2019	-21.05% Dec 31, 2021 - Sep 24, 2024
#4	-5.23% May 1, 2013 - Oct 13, 2014	-15.19% May 19, 2011 - Feb 3, 2012
#5	-2.68% Feb 2, 2015 - Aug 24, 2015	-10.61% Oct 16, 2024 - Sep 5, 2025
#6	-2.56% Jan 31, 2012 - May 4, 2012	-9.72% Aug 31, 2018 - Apr 1, 2019
#7	-2.48% Sep 22, 2011 - Dec 16, 2011	-8.67% May 8, 2013 - Mar 17, 2014
#8	-2.26% Sep 4, 2019 - Jan 27, 2020	-7.48% Aug 9, 2016 - Apr 10, 2017
#9	-2.21% Mar 9, 2020 - Mar 23, 2020	-6.77% Jan 5, 2016 - Mar 22, 2016
#10	-2.14% Oct 14, 2015 - Jan 20, 2016	-5.28% Feb 17, 2026 - May 6, 2026
#11	-1.89% Jun 24, 2011 - Jul 13, 2011	-4.64% Sep 19, 2025 - Jan 9, 2026
#12	-1.73% Feb 11, 2016 - Apr 7, 2016	-4.17% May 7, 2012 - Jun 19, 2012
#13	-1.56% Jul 24, 2012 - Dec 5, 2012	-3.81% Nov 27, 2015 - Jan 4, 2016
#14	-1.44% Dec 6, 2012 - Apr 4, 2013	-3.81% Dec 7, 2017 - Jun 14, 2018
#15	-1.43% Aug 31, 2010 - Sep 22, 2010	-3.15% Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between SCHR and PFF is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2007 - 2026)

SCHR vs PFF dividend yield comparison.

Year	SCHR	PFF
2026	1.30%	1.55%
2025	3.85%	6.30%
2024	3.77%	6.32%
2023	3.16%	6.63%
2022	2.02%	6.01%
2021	1.00%	4.45%
2020	1.62%	4.79%
2019	2.31%	5.31%
2018	2.11%	6.32%
2017	1.65%	5.59%
2016	1.46%	5.85%
2015	1.56%	5.76%
2014	1.44%	6.32%
2013	1.07%	6.60%
2012	1.07%	6.01%
2011	1.53%	6.98%
2010	0.57%	7.33%
2009	0.00%	7.87%
2008	0.00%	9.45%
2007	0.00%	6.01%