SCHR vs SCHM

Comparison between SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).

5-Year PerformanceSCHM has outperformed SCHR, delivering a return of +7.5% compared to +0.2%

SCHR vs SCHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHR(ETF)	SCHM(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.03%	0.04%
Max Drawdown	20.13%	42.43%
Sharpe Ratio	-0.00	1.73
5Y Beta	-0.01	1.00
P/E Ratio	N/A	32.87
Forward P/E	N/A	16.73
5Y Dividends CAGR	21.51%	9.77%
5Y EPS CAGR	N/A	11.45%
Debt to Equity	N/A	8.63%
P/S Ratio	N/A	1.66
P/B Ratio	N/A	2.73

Net Assets

SCHR

$13B

SCHM

$13B

Expense Ratio

Winner

SCHR

0.03%

SCHM

0.04%

Max Drawdown

Winner

SCHR

20.13%

SCHM

42.43%

Sharpe Ratio

SCHR

-0.00

Winner

SCHM

1.73

5Y Beta

Winner

SCHR

-0.01

SCHM

1.00

P/E Ratio

SCHR

N/A

SCHM

32.87

Forward P/E

SCHR

N/A

SCHM

16.73

5Y Dividends CAGR

Winner

SCHR

21.51%

SCHM

9.77%

5Y EPS CAGR

SCHR

N/A

SCHM

11.45%

Debt to Equity

SCHR

N/A

SCHM

8.63%

P/S Ratio

SCHR

N/A

SCHM

1.66

P/B Ratio

SCHR

N/A

SCHM

2.73

SCHR vs SCHM - Historical Returns

Returns include dividend reinvestment.

Period	SCHR	SCHM
1 month	-0.04%	+7.06%
3 months	-0.18%	+6.30%
6 months	+0.50%	+18.68%
1 year	+4.19%	+33.44%
5 years(CAGR)	+0.19%	+7.45%
10 years(CAGR)	+1.29%	+11.42%
Max(CAGR)	+1.96%	+11.35%

SCHR

-0.04%

Winner

SCHM

+7.06%

SCHR

-0.18%

Winner

SCHM

+6.30%

SCHR

+0.50%

Winner

SCHM

+18.68%

SCHR

+4.19%

Winner

SCHM

+33.44%

5Y(CAGR)

SCHR

+0.19%

Winner

SCHM

+7.45%

10Y(CAGR)

SCHR

+1.29%

Winner

SCHM

+11.42%

Max(CAGR)

SCHR

+1.96%

Winner

SCHM

+11.35%

SCHR vs SCHM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SCHR	SCHM
2026	+0.17%	+14.25%
2025	+7.37%	+10.33%
2024	+1.68%	+12.62%
2023	+3.85%	+17.39%
2022	-10.09%	-17.26%
2021	-2.67%	+21.32%
2020	+7.50%	+14.95%
2019	+6.13%	+27.82%
2018	+1.46%	-9.47%
2017	+1.52%	+18.99%
2016	+0.84%	+16.05%
2015	+1.40%	+0.01%
2014	+4.28%	+11.21%
2013	-2.60%	+32.95%
2012	+2.67%	+16.31%
2011	+10.32%	-2.92%
2010	-0.88%	N/A

SCHR vs SCHM 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 SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The current SCHR drawdown is -1.82%. The current SCHM drawdown is -0.66%.

Rank	SCHR	SCHM
#1	-16.11% Aug 4, 2020 - Oct 20, 2022	-42.43% Feb 20, 2020 - Nov 9, 2020
#2	-5.79% Nov 4, 2010 - Jun 24, 2011	-26.46% Nov 16, 2021 - Mar 21, 2024
#3	-5.38% Jul 5, 2016 - Mar 22, 2019	-26.37% Apr 29, 2011 - Mar 13, 2012
#4	-5.23% May 1, 2013 - Oct 13, 2014	-23.27% Nov 25, 2024 - Sep 5, 2025
#5	-2.68% Feb 2, 2015 - Aug 24, 2015	-22.73% Sep 14, 2018 - Jul 5, 2019
#6	-2.56% Jan 31, 2012 - May 4, 2012	-19.98% Jun 23, 2015 - Jul 12, 2016
#7	-2.48% Sep 22, 2011 - Dec 16, 2011	-12.09% Mar 19, 2012 - Sep 12, 2012
#8	-2.26% Sep 4, 2019 - Jan 27, 2020	-10.78% Sep 2, 2014 - Nov 20, 2014
#9	-2.21% Mar 9, 2020 - Mar 23, 2020	-9.61% Jan 26, 2018 - Jun 6, 2018
#10	-2.14% Oct 14, 2015 - Jan 20, 2016	-9.32% Feb 26, 2026 - Apr 14, 2026
#11	-1.89% Jun 24, 2011 - Jul 13, 2011	-8.18% Jul 16, 2024 - Sep 19, 2024
#12	-1.73% Feb 11, 2016 - Apr 7, 2016	-7.35% Sep 14, 2012 - Dec 18, 2012
#13	-1.56% Jul 24, 2012 - Dec 5, 2012	-7.34% May 21, 2013 - Jul 11, 2013
#14	-1.44% Dec 6, 2012 - Apr 4, 2013	-7.19% Jul 24, 2019 - Nov 4, 2019
#15	-1.43% Aug 31, 2010 - Sep 22, 2010	-7.05% Mar 28, 2024 - Jul 16, 2024

Correlation

Correlation between SCHR and SCHM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2010 - 2026)

SCHR vs SCHM dividend yield comparison.

Year	SCHR	SCHM
2026	1.30%	0.22%
2025	3.85%	1.46%
2024	3.77%	1.43%
2023	3.16%	1.50%
2022	2.02%	1.67%
2021	1.00%	1.13%
2020	1.62%	1.31%
2019	2.31%	1.48%
2018	2.11%	1.56%
2017	1.65%	1.27%
2016	1.46%	1.51%
2015	1.56%	1.54%
2014	1.44%	1.48%
2013	1.07%	1.27%
2012	1.07%	1.67%
2011	1.53%	1.19%
2010	0.57%	0.00%