SCHR vs QQQI
Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and NEOS NASDAQ-100(R) HIGH INCOME ETF (QQQI, ETF).
SCHR vs QQQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHR
$13B
QQQI
$13B
Expense Ratio
Winner
SCHR
0.03%
QQQI
0.68%
Max Drawdown
Winner
SCHR
20.13%
QQQI
21.86%
Sharpe Ratio
SCHR
-0.70
Winner
QQQI
0.99
5Y Beta
Winner
SCHR
-0.00
QQQI
1.05
P/E Ratio
SCHR
N/A
QQQI
33.44
Forward P/E
SCHR
N/A
QQQI
22.17
PEG Ratio
SCHR
N/A
QQQI
0.19
5Y Dividends CAGR
SCHR
23.30%
QQQI
N/A
5Y EPS CAGR
SCHR
N/A
QQQI
32.49%
Debt to Equity
SCHR
N/A
QQQI
31.69%
P/S Ratio
SCHR
N/A
QQQI
6.14
P/B Ratio
SCHR
N/A
QQQI
8.94
SCHR vs QQQI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHR
-0.45%
QQQI
-1.21%
3M
SCHR
-0.65%
Winner
QQQI
+1.75%
6M
SCHR
-0.71%
Winner
QQQI
+10.71%
1Y
SCHR
+1.46%
Winner
QQQI
+19.16%
5Y(CAGR)
SCHR
-0.11%
QQQI
N/A
10Y(CAGR)
SCHR
+1.13%
QQQI
N/A
Max(CAGR)
SCHR
+1.89%
Winner
QQQI
+19.60%
SCHR vs QQQI - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SCHR | QQQI |
|---|---|---|
| 2026 | -0.44% | +10.55% |
| 2025 | +7.37% | +18.82% |
| 2024 | +1.68% | +19.86% |
| 2023 | +3.85% | N/A |
| 2022 | -10.09% | N/A |
| 2021 | -2.67% | N/A |
| 2020 | +7.50% | N/A |
| 2019 | +6.13% | N/A |
| 2018 | +1.46% | N/A |
| 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 QQQI 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 QQQI was -19.98%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current SCHR drawdown is -2.42%. The current QQQI drawdown is -2.86%.
| Rank | SCHR | QQQI |
|---|---|---|
| #1 | -16.11% Aug 4, 2020 - Oct 20, 2022 | -19.98% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -5.79% Nov 4, 2010 - Jun 24, 2011 | -10.64% Jul 10, 2024 - Oct 4, 2024 |
| #3 | -5.38% Jul 5, 2016 - Mar 22, 2019 | -9.60% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -5.23% May 1, 2013 - Oct 13, 2014 | -9.52% Jun 2, 2026 - Jul 29, 2026 |
| #5 | -2.68% Feb 2, 2015 - Aug 24, 2015 | -6.53% Oct 29, 2025 - Dec 24, 2025 |
| #6 | -2.56% Jan 31, 2012 - May 4, 2012 | -6.18% Apr 11, 2024 - May 15, 2024 |
| #7 | -2.48% Sep 22, 2011 - Dec 16, 2011 | -3.13% Dec 16, 2024 - Jan 21, 2025 |
| #8 | -2.26% Sep 4, 2019 - Jan 27, 2020 | -2.87% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -2.21% Mar 9, 2020 - Mar 23, 2020 | -2.52% Jan 23, 2025 - Feb 10, 2025 |
| #10 | -2.14% Oct 14, 2015 - Jan 20, 2016 | -2.38% Jan 12, 2026 - Jan 26, 2026 |
| #11 | -1.89% Jun 24, 2011 - Jul 13, 2011 | -2.27% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -1.73% Feb 11, 2016 - Apr 7, 2016 | -2.22% Feb 13, 2024 - Feb 22, 2024 |
| #13 | -1.56% Jul 24, 2012 - Dec 5, 2012 | -2.16% Aug 13, 2025 - Sep 8, 2025 |
| #14 | -1.44% Dec 6, 2012 - Apr 4, 2013 | -2.01% Jul 30, 2025 - Aug 6, 2025 |
| #15 | -1.43% Aug 31, 2010 - Sep 22, 2010 | -1.83% Nov 8, 2024 - Nov 29, 2024 |
Correlation
Correlation between SCHR and QQQI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2010 - 2026)
SCHR vs QQQI dividend yield comparison.
| Year | SCHR | QQQI |
|---|---|---|
| 2026 | 2.34% | 8.11% |
| 2025 | 3.85% | 13.82% |
| 2024 | 3.77% | 12.85% |
| 2023 | 3.16% | 0.00% |
| 2022 | 2.02% | 0.00% |
| 2021 | 1.00% | 0.00% |
| 2020 | 1.62% | 0.00% |
| 2019 | 2.31% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.65% | 0.00% |
| 2016 | 1.46% | 0.00% |
| 2015 | 1.56% | 0.00% |
| 2014 | 1.44% | 0.00% |
| 2013 | 1.07% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 1.53% | 0.00% |
| 2010 | 0.57% | 0.00% |
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